Director, Marketing & Communications
Joan Morgulec, Director of Marketing and Communications, has over 25 years experience in providing marketing and communications services to financial services industry companies. Joan’s expertise lies in launching and leading successful marketing and business development initiatives and national public relations campaigns. She has been especially successful at generating favorable exposure in industry media and enhancing the national profile of her clients. Joan has expertise in all aspects of marketing and communications, including strategic planning, branding, media relations, and lead generation.
Joan has been working with financial services industry clients in a consulting capacity for the past 10 years. She has worked with Treliant Risk Advisors since August of 2009. Prior to Treliant, Joan’s financial services industry clients included Promontory Financial, Milestone Advisors, and Hovde Financial.
In 1997, prior to her consulting work, Joan was hired by America’s Community Bankers (ACB) to launch their for-profit group, ACB Partners. Her successful efforts with ACB Partners resulted in ACB promoting Joan to head the marketing department for the association and its subsidiaries.
Joan began her career in financial services with a position as a public relations officer for the Inter-American Development Bank (IDB). She holds a bachelors degree in Business from Marymount College, Tarrytown, NY.
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