Citadel Credit Union Hires Sheri Perkins to Lead Its Retirement & Wealth Management Division

Sheri Perkins
Image via Citadel Credit Union.
Sheri Perkins possesses 30 years of experience in financial services.

Sheri Perkins has joined Citadel Credit Union’s executive leadership team as the Senior Vice President and Head of Citadel’s Retirement & Wealth Management division and as the Program Manager for CUSO Financial Services, L.P. (CFS).

This is a senior leadership role for the company in which Perkins will provide guidance and oversight for the award-winning team of CFS financial advisors. Her immediate focus will be to craft and execute Citadel’s strategic plan to grow personalized financial planning services and wealth management advice solutions, offered through CFS at Citadel.

“Citadel is thrilled to welcome Sheri to our senior leadership team, and I very much look forward to seeing how she will build our financial planning and investment offering even further, especially with her experience in financial technology,” said Jeff March, Citadel’s President and CEO. “Sheri’s strong leadership and deep knowledge will allow our team of CFS financial advisors to focus on helping to build a secure financial future for our members.”

With vast experience in wealth management services and financial technology solutions, Perkins 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 30 years of experience in financial services and has held various leadership positions at SEI, Fiserv, InvestCloud, and most recently Trucendent.

“I am proud to join the Citadel team,” said Perkins. “There’s a uniqueness to the people-first focus that Citadel offers its members. With the current broad offering of banking and lending products that Citadel has to offer, along with the financial products offered through CFS, I’m very excited to build on this talented team’s strength.”

​​​​​​​As a natural relationship-builder, Perkins brings a unique “people-centered” leadership style, not only in business, but also in her community. As a two-term elected Township Supervisor, she dedicates her personal time and knowledge to oversee her township’s budget, land preservation, and general safety of her constituents in an ethical and fiscally responsible manner. She has lived in the Greater Philadelphia area most of her life and will be based out of Citadel’s corporate headquarters in Exton and split her time between there and the Citadel Wealth Management Center in West Chester.

From building college savings and growing retirement during working years to retirement planning and asset management, Citadel’s Retirement & Wealth Management team is comprised of award-winning CFS Financial Advisors who offer personalized financial services and investment advice to help clients prepare for every stage of life.

Learn more about what Citadel provides through its CFS financial advisors and investment team at Citadel Credit Union.

Connect With Your Community

Subscribe to stay informed!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.