Confluence appoints Joe Bree Senior Global Strategic Account Executive
March 27, 2019

Confluence, a Pennsylvania-based provider of investment data management automation for regulatory, financial and investor reporting, has today announced that Joe Bree has joined the firm as Senior Global Strategic Account Executive.

Bree is responsible for expanding Confluence's global relationships with fund and asset management clients, as well as other service providers and intermediaries. In addition, he will work with the broader Confluence sales team to coordinate, streamline and enhance direct sales plans and strategies for the firm's largest global accounts.

He reports directly to Domenic Ionadi, recently promoted to Vice President, North America Business Development.

Bree has 20 years of experience in financial services, most recently serving as Senior Vice President of Business Development at US Bank Global Fund Services, adds Confluence. 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.

Earlier, he was Chief Financial Officer and Executive Vice President at US Bancorp Fund Services.





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Confluence, a Pennsylvania-based provider of investment data management automation for regulatory, financial and investor reporting, has today announced that Joe Bree has joined the firm as Senior Global Strategic Account Executive.

Bree is responsible for expanding Confluence's global relationships with fund and asset management clients, as well as other service providers and intermediaries. In addition, he will work with the broader Confluence sales team to coordinate, streamline and enhance direct sales plans and strategies for the firm's largest global accounts.

He reports directly to Domenic Ionadi, recently promoted to Vice President, North America Business Development.

Bree has 20 years of experience in financial services, most recently serving as Senior Vice President of Business Development at US Bank Global Fund Services, adds Confluence. 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.

Earlier, he was Chief Financial Officer and Executive Vice President at US Bancorp Fund Services.



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