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Rating:Confluence Names New VP of Client Services Not Rated 3.4 Email Routing List Email & Route  Print Print
Thursday, July 26, 2007

Confluence Names New VP of Client Services

News summary by MFWire's editors

David M. Moore has been named the vice president of client services at Confluence. Prior to joining Confluence, Moore was senior banking business consultant/engagement manager with Metavante Corporation. According to a spokesperson for Confluence, Moore is replacing someone in that position. No other information was immediately available on Moore's predecessor.


Confluence, a leader in automated data management solutions for the global investment management industry, announced today that it has hired David M. Moore as Vice President of Client Services. With more than 24 years of dedicated financial services technology experience, Mr. Moore will be responsible for overseeing Confluence's client services and professional services operations.

"David Moore will be an asset to Confluence and the clients we serve," said Kirk Botula, Senior Vice President and Chief Operating Officer of Confluence "His senior-level experience and his ability to build large global services organizations will be vital to Confluence as we continue to offer clients advanced, value-added solutions to streamline their data management processes."

Mr. Moore has served in senior roles at a wide range of firms specializing in financial services technology. He brings both extensive knowledge of the global financial services industry and the demonstrated ability to build large scale services operations to his role as Vice President of Client Services at Confluence.

Prior to joining Confluence, Mr. Moore was Senior Banking Business Consultant/Engagement Manager with Metavante Corporation, where he oversaw several large-scale systems implementation and strategic consulting projects. Highlights of his career include building and directing global professional services, training, product engineering, data center and call center operations for industry leaders, including Fiserv and Corillian, a subsidiary of CheckFree Corporation.

"My decision to join Confluence was based on the company's commitment to delivering outstanding products and services to the global investment industry," said Mr. Moore. "I look forward to the opportunity to leverage my prior experience and industry knowledge to build a world-class service and support organization that consistently delivers on that commitment."

Mr. Moore received a bachelor's degree in Financial Accounting, with a minor in Management Information Systems, from the Indiana University of Pennsylvania. He also holds a Master's Certificate in Project Management from the George Washington University.

About Confluence

Confluence, the global investment management industry's leading provider of automated data management solutions, offers a comprehensive platform for fund administration automation, including performance measurement and holdings and financial statement reporting. These products, and Confluence's reporting services, enable investment management firms to reduce costs and eliminate risk through automation and consolidation of critical business processes. Confluence products automate every step of the process - collection, creation, confirmation and delivery - for investment product data. Over 60 percent of U.S. mutual funds rely on Confluence to solve a wide range of problems from performance measurement to customized reporting for mutual funds, variable products, alternative investments and other instruments. Major investment firms such as Merrill Lynch, Franklin Templeton and Janus, as well as service providers such as PFPC, The Bank of New York and U.S. Bancorp Fund Services, LLC all leverage the Confluence platform. 

Edited by: Erin Kello


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