Deb Perini

About Deb Perini

As an Account Executive at TruStage, I build strong, strategic partnerships with credit unions by serving as a trusted advisor focused on long-term growth and impact. My work is grounded in a deep understanding of the financial services landscape and a consultative approach that aligns solutions with each institution’s unique goals and member needs.I collaborate closely with credit union leadership to deliver tailored strategies and proposals that drive account growth, expand program adoption, and adapt to evolving industry trends. By combining market insight, data-driven analysis, and relationship-focused execution, I help organizations navigate complexity while achieving sustainable results.With experience in customer relationship management and new business development, I am committed to maximizing fee income while supporting the financial well-being of credit unions and the members they serve. Above all, I measure success by the strength of the relationships I build and the measurable value delivered to my clients.

Experience

1. Account Executive

   TruStage

   Jul 2024 — Present

   Serve as primary relationship manager for assigned credit unions, building trusted executive-level partnerships and driving account growth through strategic analysis and tailored solutions.• Position TruStage retirement, investment, and insurance solutions using deep financial services market expertise, expanding program adoption and penetration in new and existing markets.• Analyze industry trends and credit union performance metrics to proactively identify challenges, uncover opportunities, and implement growth-focused strategies.• Deliver consultative guidance that aligns programs with member needs while optimizing fee income and overall institutional profitability.• Partner cross-functionally with internal teams and regional leaders to develop performance reporting, growth analysis, and client-facing presentations that inform strategic decision-making.• Champion corporate initiatives by aligning TruStage priorities with credit union objectives to deliver measurable business outcomes.• Maintain high client satisfaction and retention through consistent communication, issue resolution, and proactive relationship management.• Surpassed annual performance goals by combining consultative guidance with data-driven insights to drive program growth, retention, and long-term client success.

Education

• Penn State Harrisburg

  Bachelor of Science - BS, Management

• Penn State Harrisburg

  Master of Business Administration - MBA

• HACC, Central Pennsylvania's Community College

  Business Administration and Management, General

• Penn State Harrisburg

  Bachelor of Science - BS, Marketing