Yolanda Perez

Current Employers

Employment History

• 09/2006 → 07/2022
  Jp Morgan Chase
  New York, NY
• 07/2022 → Present
  Truist Advisory Services Inc.
  Coral Gables, FL
• 07/2022 → Present
  Truist Investment Services Inc.
  Coral Gables, FL

Other Businesses

HEDGE FUND ASSOCIATION POSITION: Regional Director - LATAM NATURE: The Hedge Fund Association ("HFA") is an international not for profit industry trade and nonpartisan lobbying organization devoted to advancing transparency, development and trust in alternative investments. Visit http://www.hedgefundassoc.org for more information. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2024 ADDRESS: New York NY, United States DESCRIPTION: Regional Directors: For each 12-month period of service, the Regional Director is required to serve as the primary organizer of at least one live HFA event. The acceptable formats of potential events are as advertised to the HFA sponsors (e.g., symposium, breakfast briefing, cocktail reception). The Role (including service as a Co-Regional Director) may be varied in writing (including email) by the HFA's President on a case-by-case basis, provided that any such arrangements should be agreed in advance of appointment, not after the fact when obligations are unfulfilled. Each event must comply with HFA standards and policies in place from time to time (including proper notice). The events are to take place in the designated geographical region, unless otherwise agreed by the President. MIAMI-DUBAI CHAMBER OF COMMERCE POSITION: Director / Chair NATURE: A professional organization that promotes networking and trade between two gateway cities, by providing tools such as education that supports economic growth and also holds events. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2024 ADDRESS: Miami FL, United States DESCRIPTION: Director / Chair provides thought leadership to the organization.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-14
• S63 Uniform Securities Agent State Law Examination
  2006-11-27

Other Names

• Yolanda W Perez