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.