Nicola Perry currently holds the position of Regional Vice President of Sales at Lumiant. Prior to this role, Nicola held positions such as Director of Enterprise Sales at Halo Investing and Vice President, Enterprise Consultant at Envestnet, Inc. Nicola has a strong background in managing strategic relationships with Registered Investment Advisory firms and driving growth, product expansion, and client retention. Nicola's experience also includes roles in relationship management, field infrastructure development, and commercial mortgage banking.
August, 2022 - present