Pedro Dominguez Email & Phone Number
Financial Planner @ Francis LLC
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Pedro Dominguez Location
- Sauk City, WI, US
Pedro Dominguez Work
- Financial Planner @ (November 2022 - Present)
- Library Board Trustee | Volunteer @ (January 2021 - November 2022)
- Business Analyst II-Web Portal @ (April 2018 - November 2022)
- Volunteer @ (February 2017 - November 2022)
- Business Analyst-Web Portal @ (May 2015 - February 2017)
- Customer Engagement Specialist @ (March 2015 - May 2015)
- Senior Customer Service Representative @ (September 2014 - March 2015)
- Customer Service Representative @ (May 2013 - September 2014)
Pedro Dominguez Education
- The American College of Financial Services
Chartered Financial Consultant (Personal Finance)
2025-2027 - University of Wisconsin-Madison
Personal Finance and Financial Planning (Personal Finance)
2030 - Madison Area Technical College
Associate of Arts and Sciences (A.A.S.) (Accounting)
2012 - Edgewood University
Bachelor of Business Administration (BBA) (Management)
Pedro Dominguez Skills
- Agile & Waterfall Methodologies
- Attention to Detail
- Build Strong Relationships
- Business Analysis
- Call Centers
- Client Onboarding
- Client Relations
- Communication
- Conducting Meetings
- Consumer Education
- Corporate Tax
- Critical Thinking
- Customer Experience
- Customer Retention
- Customer Satisfaction
- Customer Service
- Envestnet
- Epic Systems
- Finance
- Financial Analysis
- Financial Goals
- Financial Literacy
- Financial Planning
- Fully bilingual English
- Grit
- Health Care Reform
- Health Insurance
- Insurance
- Interpersonal Skills
- Jira
- Leadership
- Lean Six Sigma White Belt
- Lucidchart
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft SQL Server
- Microsoft Word
- Money Guide Pro
- Office Support
- Personal Development
- Personal Finance
- Presentation Skills
- Problem Solving
- Project Implementation
- Project Management
- QuickBooks
- Remote User Support
- Requirements Gathering
- Retirement
- SQL
- Sales
- Sales Tax
- Series 65
- ServiceNow
- Spanish
- Spanish-speaking
- Tax
- Tax Preparation
- Training
- Troubleshooting
- Visio
- Zoom
- emoney
Pedro Dominguez Summary
- Pedro Dominguez, based in Sauk City, WI, US, is currently a Financial Planner at Francis LLC. Pedro Dominguez brings experience from previous roles at George Culver Community Library, Quartz Health Solutions, Junior Achievement USA and Unity Health Insurance. Pedro Dominguez holds a 2025 - 2027 Chartered Financial Consultant in Personal Finance @ The American College of Financial Services. With a robust skill set that includes Agile & Waterfall Methodologies, Attention to Detail, Build Strong Relationships, Business Analysis, Call Centers and more. Pedro Dominguez has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Francis LLC Employees
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