Kirby Kinney
Partner at Dominion Partners Private Wealth Management- Claim this Profile
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Bio
Credentials
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NASAA Uniform Combined State Law Examination (Series 66)
FINRANov, 2021- Nov, 2024 -
Securities Representative (Series 7)
FINRAApr, 2021- Nov, 2024 -
Securities Industry Essentials (SIE)
FINRAJan, 2021- Nov, 2024 -
Data Scientist Certification
The Data IncubatorJan, 2018- Nov, 2024
Experience
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Dominion Partners Private Wealth Management
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United States
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Investment Management
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1 - 100 Employee
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Partner
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Feb 2021 - Present
We believe investors need sound advice and sophisticated resources. With more than 60 years of comprehensive investment advisory experience among our team members, we have the maturity and intelligence to deliver premier financial planning and portfolio management. We have clients in several countries and all across the United States. Extraordinary markets call for extraordinary advisors whom you can trust. We continue to prove our integrity, our reliability and our worth. We know who we are, what we stand for, and have a clear vision to give forward-looking advice. The strength of our team’s character and dedication provides confidence for our clients. As an independent investment company headquartered in Memphis, Tennessee, the advisors at Dominion Partners offer a full range of financial services. What continues to set us apart is a customized mix of investment solutions designed by a dedicated team of professionals working to preserve and grow your hard-earned money. We are committed to delivering exceptional and dependable service with operational excellence.
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Royal Caribbean Group
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United States
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Travel Arrangements
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700 & Above Employee
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Manager, People Analytics
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Nov 2019 - Dec 2020
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Lead, People Analytics
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Jun 2016 - Nov 2019
Utilize the Hyperion/Brio tool to query data from JD Edwards and provide insights regarding our crew working on our fleet of ships.Create reports, dashboards, and scorecards based on identified business needs that concisely convey the insights that support business decisions.Collaborate with other analytics teams across the enterprise and key stakeholders to develop specific analytics that support the business.Support the engagement process via collaboration with the vendor on employee data and end reporting.Interface regularly with key leadership to define project priorities and data opportunities and challenges.
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ADT
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United States
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Consumer Services
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700 & Above Employee
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Sr. Analyst, HR Workforce Reporting & Analytics
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Jul 2015 - May 2016
Provided leadership and guidance to address Human Capital issues identified through the analytics process.Identified and developed recommended strategies to drive organizational improvements and our ability to measure the results.Developed business unit specific dashboards and scorecards pertaining to workforce measurements, Exit Survey insights, and business initiatives.Provided monthly metrics in order to deliver insight into the business.Developed a trusted advisor relationship with clients through effective communications and efficient, quality execution of projects.
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Talent Management Analyst
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Aug 2013 - Jun 2015
Contributed to the re-launch of the company's core leadership program, Leading@ADT.Supported the diversity and inclusion strategy through internal social media posts, providing quarter-over-quarter diversity statistics to top leaders, keeping the diversity and inclusion website up-to-date, assisting with monthly diversity and inclusion campaigns, hosting focus groups, and working with leaders throughout the organization to promote diversity and inclusion throughout the organization.Supported ADT’s Learning & Development strategy through the role of LMS Administrator, the creation of job aids and communications, curricula development, trainer and learner support, and mapping e-learning courses to ADT's core competencies for both management and front-line employees.Facilitated the Performance Management process through the role of SuccessFactors Administrator, the creation of job aids and communications, the development of Performance Management tools and guides, and daily customer support.Assisted in the development and deployment of our company-wide exit interview process.Championed the ADT Engagement Survey by participating in the creation and deployment of the company-wide survey, communication of results to the organization, and assisting with the engagement action planning process.
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Talent & Inclusion Intern
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Jun 2013 - Aug 2013
Compiled diversity demographics highlighting current organizational trends via visual representations.Designed and created a new diversity and inclusion web page highlighting ADT's dedication to our diverse customers, employees, and the markets we serve. Training courses and employee profiles are also included on the new site.Collaborated closely with the communications team to script and film a new diversity and inclusion video to be featured on the diversity and inclusion website. The video features ADT employees at all levels of the organization as well as customers.Mapped over 300 e-learning courses to ADT's competency model.
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University of Central Florida
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United States
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Higher Education
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700 & Above Employee
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Graduate Teaching Assistant
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Aug 2012 - May 2013
Lab instructor for Statistical Methods in Psychology Responsible for teaching a group of 25-40 students once a week and grading online assignments. Lab instructor for Statistical Methods in Psychology Responsible for teaching a group of 25-40 students once a week and grading online assignments.
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Dominion Partners Private Wealth Management
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United States
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Investment Management
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1 - 100 Employee
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Executive Sales Assistant
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Nov 2011 - Jul 2012
Provided support to all Wealth Advisors and the Senior Registered Client Services Associate. Regularly communicated with annuity companies regarding client accounts. Focus on employee relations including resolving issues, scheduling appointments, managing correspondence, keeping client files up-to-date both in the office and in Salesforce, and answering phone inquiries. Provided support to all Wealth Advisors and the Senior Registered Client Services Associate. Regularly communicated with annuity companies regarding client accounts. Focus on employee relations including resolving issues, scheduling appointments, managing correspondence, keeping client files up-to-date both in the office and in Salesforce, and answering phone inquiries.
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Intern
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May 2008 - Jul 2008
Assisted a group of Wealth Advisors with client relations including updating client files, answering client inquiries, and assisting with paperwork. Assisted a group of Wealth Advisors with client relations including updating client files, answering client inquiries, and assisting with paperwork.
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Education
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University of Central Florida
Master of Science (MS), Industrial and Organizational Psychology -
University of Alabama
Bachelor of Arts (B.A.), Major: Psychology, Minor: Business