Today we’d like to introduce you to Deanna Perkins.
Alright, so thank you so much for sharing your story and insight with our readers. To kick things off, can you tell us a bit about how you got started?
Working in the Financial Industry for over six years at multiple well-established financial institutions such as Wells Fargo, SunTrust, Regions Financial and Citizens Trust Bank I have gained a great deal of knowledge pertaining to different aspects of financial education. I have assisted financial institutions in educating and preventing unnecessary financial burdens to the clientele, whether that is with fraud prevention or available beneficial banking products. The information grasped from my past employers has also been demonstrated in my own personal life. I have successfully obtained a bachelor’s degree in business Administration and certifications in both Bookkeeping and Payroll. I am currently pursuing my MBA in Business Management with a Concertation in Data Analytics.
After understanding the importance of budgeting and executing a plan, I was able to purchase my first home at the age of 23. Throughout my experience in the banking industry, I have understood the need within the minority communities for financial awareness. Lyons & Perkins LLC believes that you can do whatever you put your mind to with guidance and discipline. We like to call ourselves the backbone to operations. Throughout this journey Lyons & Perkins has help many minorities start their own business by forming their LLC’s/ Partnerships, assisted with constructing business plans for existing and new business owners, consulted with minorities in regard to personal Finacial budgeting, preparation for home ownership and employment quest constructing resumes/ interview preparation. Lyons & Perkins LLC will continue to provide support for financial success to the minority community.
Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
It has not been a smooth road. As a small business owner with a minority audience, I am assigned to change the mindset of my people and my generation. I am here to spread the word that it is possible to be an African American legitimate homeowner at a young age. I am here to tell my generation that it is another life you can live where financial burdens can be minimized. Financial discipline can be reachable. Generational curses are being broken here at Lyons & Perkins LLC. Getting clientele has been a struggle for me as a business owner, however I have continued my quest. As long as I help one person, I am okay.
As you know, we’re big fans of you and your work. For our readers who might not be as familiar what can you tell them about what you do?
Lyons & Perkins LLC – established 2020 – www.lyonsperkinsllc.com
Also Employed Current Position –
FIS – Fidelity Investment Services- Fin Tech Company – Position – Fraud Analyst.
Credit Card Administrator, Executive Assistant Citizens Trust Bank 2021-2022 · Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity. · Prepared documents, reports and presentations for executives and board members using advanced software proficiencies. · Screened calls and emails and initiated actions to respond or direct messages for managers. · Determined, monitored and controlled expenditures required to manage operational, research and personnel expenses of department. · Updated executives on changing business needs by thoroughly documenting internal and client meetings. · Completed Daily Reconcilements and reports for General Ledgers. · Completed Expense Reports for Executives · Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
Financial Relationship Specialist Regions Bank 2021 – 2021 · Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes. · Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. · Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company. · Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client’s individual needs. · Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals. · Boosted sales by 30% and exceeded sales target by employing consultative sales tactics and superior customer care. · Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Senior Fraud Investigator SunTrust Bank, Atlanta, GA 2018-2020 · Responsible for reviewing and researching documents that may lead to exposure · Responsible for providing daily support to operations and branches related to fraudulent claims · Reviews address red flag notifications issued · Minimize Bank exposure · Research Law enforcement documents for clients · Analyzed large amounts of data to find patterns of fraud and anomalies. · Collaborated with 9 team members to discuss fraud trends and brainstorm methods to combat this type of crime. · Provided exemplary level of customer service to clients and company personnel.
Senior Teller Wells Fargo, Atlanta, GA 2016-2018 Responsible for verifying all cash and cash negotiables before processing on SVT · Accurately performing and being able to speak to all opening and closing procedures daily · Responsible for balancing and servicing branch Vault and ATM · Accurately preparing and executing incoming and outgoing shipment · Prepare, process and verify all incoming and outgoing mail · Completing financial abuse of Elders and Dependent adults’ form · Assisting coworkers in dual control within Errors, Disputes, Adjustments and Stop payments · Assisting in-progress Fraud and Forgery claims · Assisting Authorized coworkers in lost and stolen checks and account transfers · Investigating and performing Fraud on the watch program · Completing Unusual Activity Referrals · Multitasking when verifying cash negotiables on system and processing transaction.
Customer Service Publix/ Eclectic Foodies Atlanta, GA 2014-2016 · Support and implement excellent service to all customers · Execute all closing and opening procedures · Balance and calculate all incoming and outgoing revenue · Using verbal communication and problem-solving to assist service complaints.
Customer Service Way-Field Foods, Atlanta, GA 2012-2015 · Managed and retrieved all revenue from employees within the store · Monitored communication · Presented great customer service · Implemented all opening and closing procedures.
What does success mean to you?
Success is defined as doing what GOD put you on this earth to do. Success is not defined by money or your position title. In my opinion, A successful person knows what peace and happiness feel like. A successful person has a network and team to keep themselves and the business up float.
Pricing:
- 150.00 for LLC registration/Partnership Included com business email set up and EIN registration- virtual address options available.
- Business Plan Consulting starting at $130.00
- One on One Financial coaching starting at $50.00 monthly
Contact Info:
- Website: www.lyonsperkinsLLC.com
- Instagram: lyons_perkinsllc
