Ileana Dominguez, Cepa®, Cima®, Crpc®, Crps®
About Ileana Dominguez, Cepa®, Cima®, Crpc®, Crps®
Ileana Dominguez is a Senior Portfolio Manager in Wealth Management at UBS Financial Services, where she has worked since 2008. She specializes in educating business owners on tax-efficient business succession strategies and provides advisory solutions for small-to-middle market businesses.
Work at UBS
Ileana Dominguez has been employed at UBS Financial Services since 2008, where she holds the position of Senior Portfolio Manager in Wealth Management. In this role, she focuses on providing comprehensive financial strategies tailored to the needs of her clients. Her responsibilities include advising clients on investment opportunities and managing portfolios to align with their financial objectives.
Previous Experience
Before joining UBS, Ileana Dominguez worked at Merrill Lynch as Vice President and Wealth Management Advisor from 1999 to 2008. Prior to that, she served as a Premier Banker at Bank of America from 1993 to 1999. These roles provided her with extensive experience in financial services and client management, contributing to her expertise in wealth management.
Education and Expertise
Ileana Dominguez earned a Bachelor of Science degree in Finance and Real Estate from California State University, Northridge, where she studied from 1992 to 1996. She also completed her high school education at Notre Dame High School, obtaining her diploma from 1987 to 1989. Her educational background supports her specialization in tax-efficient business succession strategies and financial planning.
Specialization in Business Advisory
Ileana Dominguez specializes in educating business owners on tax-efficient business succession strategies. She focuses on assisting small-to-middle market business owners with sell-side advisory solutions and post-sale financial planning. Her approach aims to help clients achieve alignment between their business, personal, and financial goals.