Heather L. Dean
Financial Advisor
Education and Professional Affiliations
- Bachelor of Science in Accounting, Magna Cum Laude, from Mercyhurst University (1996)
- Member of the American Institute of CPAs
- Member of the North Carolina Association of CPAs
- Member of American Bar Association, Tax Section, Associate Member
Licenses
- Securities: FINRA Series 7 and 66 Exams
Community Affiliations
- North Carolina World Trade Association (NCWTA), Statewide President, 2020-Present
- North Carolina World Trade Association (NCWTA), Triangle Chapter, Chapter Representative, 2019-2020
- Council for Entrepreneurial Development, Board Member
- Japan-America Society of NC, Treasurer, 2019-2021
- Leadership Raleigh 22, Raleigh Chamber of Commerce, Graduate
- Triangle Business Journal Women in Business Award, 2011
- Leadership Raleigh Alumni Association, Past Treasurer, 2008-2010
- Triangle Business Journal “40 Under 40” Award, 2009
Personal
