The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight People

Confluence Names Joe Bree as Senior Global Strategic Account Executive

Confluence, a provider of investment data management automation for regulatory, financial and investor reporting, has named Joe Bree as senior global strategic account executive. He has responsibility for expanding Confluence’s global relationships with fund and asset management clients, as well as other service providers and intermediaries. He will also work with the broader Confluence sales team to coordinate, streamline and enhance direct sales plans and strategies for the firm’s largest global accounts.

Bree joins Confluence with 20 years of experience in financial services, most recently serving as senior vice president of business development at US Bank Global Fund Services. In this role, he drove new business revenue for registered investment product services including fund administration, fund accounting, transfer agent, distribution, custody and securities lending. Previously, Bree was chief financial officer and executive vice president at US Bancorp Fund Services. At Confluence, Bree reports to Domenic Ionadi, who was recently promoted to vice president, North America business development.

Related content

WEBINAR

Recorded Webinar: How to Create an Agile Trading System

This webinar has passed, but you can view the recording here. High speed, low latency trading connectivity is no longer enough to differentiate you from your competitors – so how do you add value to your trading systems? How can you create a trading platform that is: Flexible enough to accommodate the transaction lifecycle? Powerful...

BLOG

Beate Born Joins SIX as Head of Global Business Management

Beate Born has moved on from a 15 year tenure at UBS to join the financial information business of Zurich-based SIX as head of global business management. In her new role she will drive the business’s key strategic goals. Born will also play a part in extending SIX’s strength beyond home markets and into international...

EVENT

Virtual Data Management Summit London (Redirected)

Now in its 8th year, the Data Management Summit (DMS) in London explores the shift to the new world where data is redefining the operating model and firms are seeking to unlock value via data transformation projects for enterprise gain and competitive edge.

GUIDE

Fatca – Getting to Grips with the Challenge Ahead

The industry breathed a sigh of relief when the deadline for reporting under the US Foreign Account Tax Compliance Act (Fatca) was pushed back to July 1, 2014. But what’s starting to look like perhaps the most significant regulation of the next 12 months may start to impact our marketplace sooner than we think, especially...