Sheri Perkins

Sheri Perkins serves on the executive leadership team at Citadel Credit Union as the Head of Citadel Wealth Management providing guidance and oversight for the award-winning team of financial advisors.  With vast experience in wealth management services and financial technology solutions, Sheri has a long-standing track record of leading the development of business strategies to improve the delivery of comprehensive wealth planning through digital technology solutions to improve the client experience. She has over 30 years of experience in financial services and has held various leadership positions at SEI, Fiserv Investment Services, InvestCloud, and most recently Trucendent and has firsthand business consulting experience working closely with the industry’s largest Broker Dealers and advisory firms.
 
Sheri brings a unique ‘people-centered’ leadership style, not only in business, but also in her community. Sheri proudly serves on the Board of Directors for Community Volunteers in Medicine which is a volunteer nonprofit organization providing medical and dental health care to the uninsured. Sheri has lived in the Greater Philadelphia area all her life and serves as an elected official.
 
“Throughout my career, I have always had a passion for helping organizations reach maximum potential through business transformation, technology adoption, and building strong teams through coaching and empowering human capital. I am also committed to mentoring, inspiring, and developing the next generation of leaders in the wealth management industry.”