See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Emily Dean profile image

Emily Dean

Workday Analyst at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">World Acceptance Corporation</span>
Intro Book
Expertise in Estate Planning and Financial Planning.
  • Claim this Profile
Location
Greenville, South Carolina, United St...
Languages
  • English Native or bilingual proficiency
Skills
  • Estate Planning
  • Social Security
  • Website Development
  • Social Media
  • Museum Collections
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Emily Dean is a seasoned professional with expertise in Estate Planning, Social Security, Website Development, Social Media, Museum Collections, Art, Fine Art, Tax Planning, Retirement Planning, and Financial Planning. She has extensive experience in administration, technology, and leadership roles at various organizations, including Furman University, Greenville Optimists, and 3D Advisory Group. Emily holds a Bachelor of Arts degree in Studio Art from Furman University and has obtained several certifications in administration, IT, and finance.

Credentials

  • | Admin/IT (Advanced) Qualification Training
    Zoom
    Jul, 2021
    - May, 2026
  • | Admin/IT (Basic) Qualification Training
    Zoom
    Jul, 2021
    - May, 2026
  • | Educators (Advanced) Qualification Training
    Zoom
    Jul, 2021
    - May, 2026
  • | Educators (Basic) Qualification Training
    Zoom
    Jul, 2021
    - May, 2026
  • | School Leaders (Basic) Qualification Training
    Zoom
    Jul, 2021
    - May, 2026
  • Investment Adviser Representative
    NASAA
    Aug, 2018
    - May, 2026
  • Producing General Agent for Life, Accident & Health
    SC Department of Insurance
    Jun, 2018
    - May, 2026
  • Registered Representative
    Ohio National Financial Services
    Apr, 2013
    - May, 2026

Experience

  • Furman University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Enterprise Resources Planning Analyst
      • Mar 2023 - Present

    • Enterprise Resources Planning Administrator
      • Jul 2021 - Mar 2023

      Includes Administration of Workday, Slate, Shibboleth SSO, MachForm, Confluence, Qualtrics, Titanium, Accessibility Information Management (AIM), SFTP, and other systems as needed.

    • Senior Programmer Analyst
      • Oct 2019 - Jul 2021

      Works with a diverse range of people and projects to manage the security,development, maintenance, support, documentation and continuous improvement of our Enterprise Resource Planning (ERP) systems environments.

  • Greenville Optimists
    • Greenville, South Carolina, United States
    • Charter President
      • Mar 2019 - Present
      • Greenville, South Carolina, United States

      Charter President at non-profit Greenville Optimists, a chapter of the South Carolina Optimist District of Optimist International.

  • 3D Advisory Group
    • Financial Technology Specialist & Advisor
      • Aug 2018 - Dec 2020

      Series 7 & Series 66. Licensed Financial Advisor, and Investment Advisor Representative.

    • Registered Assistant & Technology Platform Administrator
      • Jun 2013 - Aug 2018

      I am Series 7 licensed, have passed certification requirements for Life, Accident, & Health Insurance, and am working towards several designations, including CLU, ChFC, CFP and MSFS.

    • Financial Planning Technology Consultant
      • May 2012 - Jun 2013

  • Boston Societies of Spontaneity
    • Chairperson of the Board
      • Dec 2008 - May 2012
  • Museum of Fine Arts, Boston
    • Manager of Collections Information Systems
      • Apr 2008 - May 2012
  • School of the Museum of Fine Arts, Boston
    • Database Administrator
      • Feb 2006 - Apr 2008
  • Museum of Fine Arts, Boston
    • United States
    • Museums, Historical Sites, and Zoos
    • 700 & Above Employee
    • Computer Systems Trainer
      • Sep 2000 - Feb 2006

    • Database Coordinator
      • Sep 1999 - Sep 2000

    • Help Desk Technician
      • Aug 1999 - Sep 1999

  • Furman University
    • Network Installer/Troubleshooter
      • 1997 - 1999

Education

  • 1997 - 1999
    Furman University
  • 1994 - 1996
    Mary Baldwin College
  • American College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles