A-Team Insight People

Confluence Names Joe Bree as Senior Global Strategic Account Executive

Share article

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: Enterprise Solutions – Solvency II

This webinar has passed, but you can view the recording here. Devesh Shukla, Global Head of Reference Data Product Development, Bloomberg and Cynthia Sachs, Global Head of BVAL Product Development, Bloomberg discuss Solvency II. Webinar Date: February 28, 2014 Speakers: Sponsors:

BLOG

Broadridge Acquires FundsLibrary in European Data Push

Broadridge Financial Solutions has completed its acquisition of European fund data specialist FundsLibrary in a bid to boost its pan-European regulatory communications and digital data platform, which supports the lifecycle of fund data, documents, and regulatory reporting for the investment industry. FundsLibrary’s solutions enable fund managers to increase distribution opportunities and help them comply with...

GUIDE

Solvency II Data Management Handbook

Want to get a handle on Solvency II and what it means for data management? Need to make sure you have all the bases covered for the looming January 2016 deadline? Our Solvency II Data Management Handbook is now available for free download to help you. This Handbook is the ultimate guide to all things...