Sheri Perkins is the Chief Wealth Management Officer at Citadel Credit Union. With more than 30 years of experience in wealth management and fintech innovation, Sheri leads Citadel’s mission to deliver personalized, inclusive, and value-driven financial guidance for every stage of life.
As a strong, diverse leader, Sheri is committed to mentoring, inspiring, and developing the next generation of leaders in the wealth management industry. Her leadership is grounded in a passion for inclusion, innovation, and excellence.
Sheri also dedicates her time to meaningful board and community service. She serves on the Board of Directors for Community Volunteers in Medicine (CVIM), which provides free, high-quality healthcare to uninsured working individuals with low incomes, promoting health equity in the Chester County region. Additionally, Sheri is the Vice Chair of Thornbury Township’s Board of Supervisors, giving back to her community through civic leadership and engagement.
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Sheri Perkins
The Great Wealth Shift: Empowering Women to Lead with Confidence