Kristy Perez

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 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 institutional trust arrangements


Years Served on Board: 6

Military Status: Civillian

Business Leader

Our Mission

The mission of the Purple Heart Service Foundation is to enhance the quality of life of Purple Heart recipients and other honorably discharged veterans and their families.