Deanna Lewis
Wealth Management Associate
Joined Curi RMB Capital
May 2024
Education
BA in Political Science, University of Cincinnati
Accreditations
Previous Experience
- Bank of America, Merrill Financial Solutions Advisor
- Equity Advisor Solutions, Equity Trust Company, Relationship Manager
- Fidelity Investments, Central Relationship Manager
Bio
Deanna is a financial professional with more than 11 years of experience in the financial services industry. As a Wealth Management Associate, she supports our Wealth Advisors in a service and financial planning capacity. With support from operations and our client service teams, she provides problem resolution, service and planning implementation, and data gathering services while strengthen our client relationships.
At Bank of America, she was a single member business owner where her goal was to build a book of business utilizing warm leads from existing bank clients and limited external prospecting. In a fiduciary capacity, she provided bank and managed retail solutions to meet client’s financial goals and help them claim control over their finances.
Deanna earned her BA in Political Science and baccalaureate certificate in Journalism from the University of Cincinnati. Along with her husband she sponsors a child in Nicaragua through Compassion International and volunteer for their sponsor events. She also volunteers for Vibe Tribe Adventures, a national 501(c)(3) organization headquartered in Denver that provides equitable opportunities for diverse communities and people of color to participate in outdoor recreation and explore nature.