Treliant Appoints Wealth Management Veteran Gregory K. Soueid to Expand Service Area

WASHINGTON–(BUSINESS WIRE)–Treliant has named Gregory K. Soueid as a Managing Director, to
spearhead the firm’s 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 PwC’s
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. Morgan’s 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 Treliant’s 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 sector—from 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.”

About Treliant

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 client’s 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.

Contacts

Treliant, LLC
Joan Morgulec, 202-249-7911
jmorgulec@treliant.com

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