UE-EN Institutional

Kristy Perez

Vice President and Managing Director Trust and Custody Services and Taft-Hartley Services

Kristy has over 35 years of institutional trust banking experience. She specializes in customizing banking service models for complex and/or unusual client situations and has an extensive background managing administrative functions associated with internal and external audit and regulatory and compliance requirements. Her primary responsibilities include overseeing and leading relationship management activity associated with delivering client service and generating new clients nationally for custody/safekeeping, securities lending, asset management, and trust services. Client and prospect base oversight includes directed trustee, corporate, employee benefit plan, public/government, Taft-Hartley, foundations/endowments, health care, insurance, and other specialized institutional trust arrangements.

Kristy attended DeVry Institute of Technology for Business and System Analysis. She is an active member of the International Foundation of Employee Benefit Plans.

Kristy has over 35 years of institutional trust banking experience. She specializes in customizing banking service models for complex and/or unusual client situations and has an extensive background managing administrative functions associated with internal and external audit and regulatory and compliance requirements. Her primary responsibilities include overseeing and leading relationship management activity associated with delivering client service and generating new clients nationally for custody/safekeeping, securities lending, asset management, and trust services. Client and prospect base oversight includes directed trustee, corporate, employee benefit plan, public/government, Taft-Hartley, foundations/endowments, health care, insurance, and other specialized institutional trust arrangements.

Kristy attended DeVry Institute of Technology for Business and System Analysis. She is an active member of the International Foundation of Employee Benefit Plans.