Joel Morehouse, MM, MEd in

Joel Morehouse, MM, MEd

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Strategic Consultant at Engage fi
📍 Savannah, Georgia, United States

Joel Morehouse is a Strategic Consultant at Engage fi, specializing in helping community banks and credit unions with core conversions, digital transformations, and vendor management. He holds Masters degrees from Syracuse University and Roberts Wesleyan College and is an expert in leading complex, multi-vendor technology projects within the financial industry.

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Experience
15 Years
Current Role
Strategic Consultant
Job Level
Mid-senior
Location
Savannah, Georgia, United States
Personality Overview

How Joel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joel cares about

Community Banking
Passionate about helping community banks and credit unions achieve their strategic goals through technology, mergers, and process improvements.
Fintech Integration
An expert in integrating systems and building cross-vendor teams, he has managed complex conversion and implementation projects for financial institutions.
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Career

Work history

9-2023
Strategic Consultant
Engage fi
4-2022 - 9-2023
Consultant
Cornerstone Advisors
4-2019 - 4-2022
Project Manager / Fintech Consultant
DaLand CUSO LLC
6-2017 - 12-2018
Director of Music
St. Thomas Aquinas Catholic Church
8-2012 - 1-2016
Director of Music
St. Mary's Church, Auburn NY
In the press

Media appearances

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Education
Master's degree
Syracuse University
2007 - 2009
Master of Education (M.Ed.)
Roberts Wesleyan College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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