Citadel Credit Union Hires Sheri Perkins As Executive Leader of Retirement & Wealth Management
EXTON, Pa., February 16, 2023 — Citadel Credit Union has announced that Sheri Perkins has joined the 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 Sheri will provide guidance and oversight for the award-winning team of CFS* financial advisors. Sheri’s 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, President and CEO, Citadel. “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, 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 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. 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, Sheri brings a unique ‘people-centered’ leadership style, not only in business, but also in her community. As a two-term elected Township Supervisor, Sheri dedicates her personal time and knowledge to oversee the Township’s budget, land preservation and general safety of her constituents in an ethical and fiscally responsible manner. Sheri 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. To learn more about what Citadel provides through its CFS financial advisors and investment team, visit CitadelBanking.com/Invest.
To learn more about Citadel, visit CitadelBanking.com.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
About Citadel Credit Union
Citadel Credit Union is a not-for-profit, member-owned financial institution that provides banking, investments, and insurance services to more than 255,000 members. At $5.7 billion in assets, it is one of the Greater Philadelphia area’s largest credit unions, proudly serving residents of Bucks, Chester, Delaware, Lancaster, Montgomery, and Philadelphia counties. Citadel is recognized as a 2023 Fortune Recommends Best Credit Union, Forbes 2022 Best-in-State Credit Union, and a certified 2022 Great Place to Work. For more information, visit CitadelBanking.com.