Real Estate Management

ASHLEY A. DOMINEY

936-***-**** ******.*.*******@*****.***

http://www.linkedin.com/pub/ashley-dominey/16/210/1b0

EDUCATION:

Texas Tech University, Lubbock, Texas

Master of Science in Personal Financial Planning

Graduation Date: December 2009 GPA: 3.70

Related coursework: Product Evaluation, Practicum (Pro Bono Financial Planning), Real Estate Analysis, Real Estate

Finance, PFP Legal & Regulatory

Texas Tech University, Lubbock, Texas

Bachelor of Science in Personal Financial Planning

Graduation Date: December 2008 GPA: 3.42

Related coursework: Asset Management 1, 2&3, Financial Counseling 1&2, Retirement Planning, Life & Health

Insurance, Estate Planning & Taxation, Risk Management, Business Law, Capstone, Advanced Tech

FINANCIAL SERVICES WORK EXPERIENCE:

Saunders & Associates, LPL Financial, Dallas, Texas April 2011 to Present

Associate Planner

Develop and deliver to clients Financial Plans, Annual Reviews, and Portfolio Reviews

Provide comprehensive Financial Planning services including: retirement planning, education planning, cash flow analysis, tax and estate

planning, risk management, as well as investment recommendations and monitoring

Maintain contact with Financial Planning clients every quarter and hold face-to-face meetings twice per year to present and implement

recommendations

Efficiently update Financial Plans using Wealth Vision (E-Money) and rebalanced Separately Managed Accounts to their identified asset

allocation by trading stocks, bonds, mutual funds, ETFs, and UITs

Research and recommend investment solutions for client portfolios

Oversight of the work of office administration, scheduling client meetings, account notifications, and cash management in accounts

Ackley Financial Group, Penn Mutual, Dallas, Texas January 2010 to July 2010

Financial Advisor

Prospected & began to build book of business from referrals

Created & presented recommendation illustrations

Held concept and planning appointments with clients & prospects

First Bank of Conroe, Conroe, Texas Summers 02, 03, 04, 05

Teller

Managed and balanced the cash vault and ATM, in excess of $500,000, three to four times a week

Opened and closed the bank three to four times a week

Successfully completed daily teller functions & balanced teller drawer

INTERNSHIP EXPERIENCE:

Edward Jones, St. Louis, Missouri May 2008 to August 2008

Observed and actively participated in associate and client meetings

Planned, attended, and followed through with client seminar on Long-term care

Made client phone calls to make appointments and organized annual client appreciation event

Followed through with daily production activities of the financial advisor

TEMPORARY EMPLOYMENT:

Avondale Wealth Management, HTK, Dallas, Texas Fall 2010

Financial Planning Associate

Created Retirement Income Evaluation in Excel for client presentations

Developed Financial Planning data gathering questionnaires & data gathering Excel documents for clients

Drafted estate planning Excel flowcharts, comparison estate tax illustrations, & Life Insurance Illustrations

LICENSES & SOFTWARE CERTIFICATIONS:

Series 7, Series 66, General Lines/ Group 1 State Insurance, CFP coursework completion

Morningstar Software Certification, Money Guide Pro Software Certification

Proficient in (Wealth Vision) E-Money, LPL ASI rebalancing tool, ACT CRM, and RedTail CRM

ACTIVITIES & HONORS:

PFP Partners: Faculty appointed student task force for the promotion of the Texas Tech Personal Financial Planning Program.

Personal Financial Planning Association Student Member at Texas Tech University, Conference Coordinator Officer 08-09

Active member of the Dallas Financial Planning Association, Texas Tech Alumni of Dallas, Dallas Chi Omega Alumni, Dallas Junior

Achievement Volunteer

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