Nicola Perry
Regional Vice President of Sales
Professional Overview
Nicola Perry is an accomplished sales executive with over 15 years of experience driving revenue growth and client success in the financial services industry. As the Regional Vice President of Sales at Lumiant, she is responsible for leading a high-performing sales team and delivering innovative solutions to enterprise-level clients.
Experience Summary
Current Role
In her current role as Regional Vice President of Sales at Lumiant, Nicola oversees a team of sales professionals across the Midwest region. She is responsible for developing and executing sales strategies that align with the company's overall business objectives, while ensuring exceptional customer experiences. Nicola has a proven track record of exceeding sales targets and fostering strong client relationships.
Career Progression
Prior to joining Lumiant, Nicola served as the Director of Enterprise Sales at Halo Investing, where she was instrumental in expanding the company's client base and market share. Before that, she held various leadership positions at Envestnet, Inc., including Vice President of Enterprise Consultant, where she leveraged her deep industry expertise to provide strategic guidance to clients. Nicola's career trajectory also includes experience as a Relationship Manager and Director of Field Infrastructure at United Capital Financial Advisers, LLC, as well as a Loan Servicing Supervisor and Loan Closer at F.M. Crump and Company.
Academic Background
Nicola holds a Bachelor of Science degree in Business Administration from the University of Illinois at Chicago, where she graduated with honors.
Areas of Expertise
- Enterprise sales strategy and execution
- Financial services industry knowledge
- Client relationship management
- Team leadership and coaching
- Business development and growth initiatives
- Innovative financial technology solutions
Professional Impact
Throughout her career, Nicola has consistently demonstrated her ability to drive significant revenue growth and client satisfaction. At Halo Investing, she was instrumental in securing several high-profile enterprise clients, resulting in a 25% year-over-year increase in revenue. As a Vice President at Envestnet, Nicola led cross-functional teams to deliver customized technology solutions that improved operational efficiency and user experience for her clients.
Conclusion
Nicola Perry's extensive experience, industry expertise, and proven leadership skills make her a valuable asset to Lumiant. Her commitment to client success and her ability to navigate the evolving financial services landscape position her as a trusted partner for enterprise-level clients. Nicola is poised to continue her trajectory of success and make a lasting impact in her role as Regional Vice President of Sales.
