"True Leaders Create Leaders, not Followers"


Joan Khoury’s extensive experience and diverse skill set make her a valuable asset to a corporate board.

Leadership in Marketing and Brand Development:

    • Joan has held senior marketing roles at major financial institutions, including Oppenheimer, LPL Financial, Merrill Lynch Wealth Management, Wachovia Evergreen Investments, and Bank of New York Mellon​. Her ability to develop and execute marketing strategies has driven significant brand development and client engagement across these organizations.
  1. Digital Marketing and Innovation:
    • She has successfully leveraged digital marketing solutions, including launching the “Let’s Talk Future” podcast during the pandemic. This highlights her adaptability and innovative approach to connecting with clients in a rapidly changing environment.
  2. Client Experience and Engagement:
    • Joan’s focus on enhancing client experience through compelling storytelling and multi-platform communication has proven effective in building strong client relationships and brand loyalty.
  3. Corporate Philanthropy and Community Engagement:
    • Her involvement in corporate philanthropy initiatives and membership in the Women’s Forum of New York demonstrates her commitment to social responsibility and community engagement.
  4. Strategic Thinking and Problem Solving:
    • Joan has a proven track record of refining and repositioning businesses to adapt to market changes, showcasing her strategic thinking and problem-solving abilities.
  5. Cross-Sector Experience:
    • Her career spans various segments, including retail, wealth, and institutional sectors, giving her a broad perspective and understanding of market dynamics.
  6. Communication Skills:
    • Joan’s ability to articulate a brand’s unique attributes and value proposition effectively makes her an excellent communicator, a crucial skill for any board member.
  7. Proven Track Record:
    • Her leadership has contributed to the growth and transformation of several top-tier financial services organizations, highlighting her ability to drive profitable growth and operational efficiency.

Joan Khoury’s combination of marketing expertise, strategic vision, innovative approach, and commitment to social responsibility would provide valuable insights and leadership to any corporate board.

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Joan Khoury

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