Tag: Sheri Perkins

Group photo of a wealth management team.

Citadel Credit Union's New Partnership to Power Wealth Management Programs, Enhance Member Experience

December 19, 2024

Citadel Credit Union’s wealth management team is transitioning from its broker-dealer relationship to Cetera Investment Services, a leading broker-dealer known for its…

Banking & Finance

Citadel Credit Union Establishes New Leadership Model to Enhance Member Experience, Catalyze Growth

October 30, 2024

Citadel Credit Union has assembled a new leadership team as it gears up for a future filled with strategic growth, community engagement, and operational excellence…

Banking & Finance

Build a Custom Strategy for All of Life's Phases with Citadel Credit Union

March 18, 2024

Check in with a Citadel Credit Union financial advisor to get inspired for your future.

It’s never too early or too late to set…