Treliant has named Gregory K. Soueid as a Managing Director, to spearhead the firms wealth management service area. Greg is a senior financial services executive with extensive experience in private wealth management, private banking, and global capital markets. This includes Senior Business/Product Management and Chief Operating Officer roles at Citigroup, Goldman Sachs, Deutsche Bank, and J.P. Morgan Chase, as well as over eight years as a senior advisor at PwC.
Prior to joining Treliant, Greg was a Managing Director of PwCs Financial Services Advisory Practice, assisting asset and wealth managers with growth strategies, product development, regulatory change, and digital operating models. Before that, he was a Managing Director and COO – Asia Pacific, for J.P. Morgans Global Wealth Management Division, with regional responsibility for operations, technology, business management, regulatory change, client experience, client service, and business risk management. Other roles have included Head of Investment Governance and Group Technology & Operations for Deutsche Bank in the Americas.
Greg is uniquely positioned to drive Treliants expansion of wealth management services, given his proficiency across the range of wealth management and private banking disciplines worldwide, said Treliant Chief Operating Officer B. Scott Fisher.
Senior Managing Director Ross Marrazzo added, The wealth management industry is not immune from the pressures felt across the financial services sectorfrom digital transformation and new forms of competition to the uncertainty and complexity of regulatory compliance. Greg has hands-on experience with the challenges our clients face.
Throughout my career, I have focused on leading key business and change initiatives that capture strategic growth, generate operating leverage, address regulatory change, and enhance competitiveness, Greg said. At Treliant, by drawing on my background and the deep expertise of my new colleagues across the firm, we will provide industry-leading advisory capabilities to asset and wealth managers.
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Treliant provides financial services companies and consumer-oriented businesses across the globe with trusted advisory services and specialized, high-quality business solutions. We are banking practitioners, business operators, and risk and compliance experts. We know first-hand the regulatory compliance challenges and business operations issues that our clients face.
We focus on our clients most pressing concerns including risk management, regulatory compliance, global financial crimes, mortgage operations, financial markets conduct, fair and responsible banking, litigation support, cybersecurity, and wealth management. We serve banks and thrifts, mortgage and specialty finance companies, RegTechs and FinTechs, alternative financial services companies, securities and investment firms (including broker-dealers), credit unions, insurance companies, and we often partner with law firms. Treliant is headquartered in Washington, DC with offices in New York and Dallas. For more information, visit www.treliant.com.
Joan Morgulec, 202-249-7911