Frank Gramlich Email and Phone Number
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I'm Frank Gramlich, a licensed CPA embarking on a new venture in 2024—launching my independent practice, Xavier Financial Services, LLC. With 23 years of experience in public accounting, banking, risk management, and financial planning, I've decided to extend my career renaissance.My focus lies in providing accounting services tailored to startups and entrepreneurs, along with tax preparation and consulting. The most gratifying aspect of my work is assisting small businesses in achieving their goals. Through a blend of professional skills and diverse experiences, I craft comprehensive business plans and implement accounting systems, turning entrepreneurial dreams into reality.What fuels my passion is not just the services I offer but also my commitment to promoting financial literacy. Connecting with people from various walks of life and positively influencing their careers through networking and referrals is another source of satisfaction.As a divorced dad of two boys, every moment with my loved ones holds immense value. Originally from Northeast Philadelphia, I relocated to Florida in 2019 to be closer to my parents. When not immersed in family time, you'll find me indulging in my love for sports, cooking, and live music. A former Philadelphia Eagles season ticket holder and semi-pro tailgate chef, I can whip up any dish, regardless of location or weather conditions. Whether it's baseball, golf, running, concerts, or movies, I'm always up for creating lasting memories in my free time.Connect with me, and let's collaborate to keep your financial house in order.
Xavier Financial Services
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Managing MemberXavier Financial Services Nov 2023 - PresentBoynton Beach, Fl, UsAt Xavier Financial Services, LLC, our mission is to be the premier provider of public accounting and consulting services in Palm Beach County, Florida. We strive to empower entrepreneurs and small business owners by delivering high-caliber, custom professional services. We believe in building relationships, providing guidance, and achieving results for our clients across an ever-evolving financial landscape.
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Financial RepresentativeNorthwestern Mutual Jun 2023 - Nov 2023Milwaukee, Wi, UsWholistic, comprehensive financial planning. I help folks realize financial security by protecting them from what's going to go wrong, so they can invest for all the things that are going to go right! -
OwnerXavier Tax Services Jan 2022 - Jun 2023Boynton Beach, Fl, Us
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Junior AdvisorDavis Wealth Management, Inc Jan 2022 - May 2023
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Manager Of Regulatory & Orm - Governance, Risk & Controls Group Corporate & Specialty BankingTd Jan 2014 - Aug 2021Toronto, Ontario, CaMy final 7 years at TD Bank were as an Operational Risk Officer for Governance, Risk & Controls departments in TD's Corporate & Specialty Banking and Commercial Banking business units. I was responsible for multiple recurring monthly and quarterly Operational Risk deliverables (Business Continuity, Internal Loss Events, ACH Over-limit monitoring, Policy Compliance, etc.), as well as managing 2-3 special projects per year (COVID response, Data Governance, etc.).Additionally, while in this role, I began volunteering regularly. In 2015, I began working from home 2 or 3 days per week. This forced me to develop an efficient, disciplined routine for working remotely. This gave my managers comfort in approving my relocation to Florida in 2019, and was ensured a smooth transition during the COVID-19 shutdown that began in 2020. -
Internal Audit SupervisorTd Dec 2010 - Dec 2013Toronto, Ontario, CaAfter my contract with Accume expired, I was hired into TD Bank's Internal Audit department. In this role, I worked on internal audits for the Bank.While in this capacity, I also participated in TD's internship program by training and supervising interns in 2012 and 2013.
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Senior ConsultantAccume Partners Jul 2010 - Dec 2010Jersey City, Nj, UsWhile at Accume, we were outsourced to TD Bank to complete its 2010 SOX requirements. Worked with an excellent team of contractors from Accume. This job required interaction with client personnel at every level of the organization, specialized training in bank regulations, and included light supervisory roles. -
Senior ConsultantSmart Business Advisory And Consulting May 2007 - Mar 2009UsPermanently transferred from SMART's audit practice to advisory practice in 2007.In 2007, I transitioned onto one of Smart's Consulting teams. We performed internal audit services across a variety of industries (oil pipeline, pharmaceutical, insurance, financial services, etc.). At that time, we were focused was Sarbanes-Oxley 404 compliance, enterprise risk management, and due diligence. -
Senior AccountantSmart & Associates, Llp Apr 2004 - May 2007While with Smart I worked audits of non-public, manufacturing clients, and employee benefit plans.At this stage of my career, Smart's management team and training environment provided me with invaluable professional development opportunities such as: working on formal audit teams, interviewing applicants, out-of-state business travel, and designing my own schedule.
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Staff AccountantSiegelaub, Lieberman & Associates Pa Jan 2003 - Apr 2004Staff Accountant for a local CPA firm in Coral Springs, FL. Prepared tax returns for clients, as well as audit & review services for non-profit healthcare facilities and homeowners associations.
Frank Gramlich Skills
Frank Gramlich Education Details
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Florida Atlantic UniversityBusiness -
Florida Atlantic University - College Of BusinessCertified Financial Planner Certificate Program
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Florida Atlantic UniversityAccounting And Finance
Frequently Asked Questions about Frank Gramlich
What company does Frank Gramlich work for?
Frank Gramlich works for Xavier Financial Services
What is Frank Gramlich's role at the current company?
Frank Gramlich's current role is Certified Public Accountant @ Xavier Financial Services | XFS launches in 2024; specializing in start ups/entrepreneurs, tax preparation, and consulting for financial institutions.
What is Frank Gramlich's email address?
Frank Gramlich's email address is frank.gramlich@td.com
What is Frank Gramlich's direct phone number?
Frank Gramlich's direct phone number is +195449*****
What schools did Frank Gramlich attend?
Frank Gramlich attended Florida Atlantic University, Florida Atlantic University - College Of Business, Florida Atlantic University.
What skills is Frank Gramlich known for?
Frank Gramlich has skills like Auditing, Sarbanes Oxley Act, Internal Controls, Internal Audit, Accounting, Financial Analysis, Enterprise Risk Management, Financial Reporting, Risk Management, Due Diligence, General Ledger, Financial Accounting.
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