Confluence appoints Joe Bree
27 March 2019 Pittsburgh
Image: Shutterstock
Confluence has appointed Joe Bree as senior global strategic account executive, he brings with him 20 years of experience in financial services.
In this role, Bree will be responsible for expanding Confluence’s global relationships with fund and asset management clients, as well as other service providers and intermediaries.
Additionally, 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.
Bree will report directly to Domenic Ionadi, who was recently promoted to vice president, North America business development.
Most recently, he served 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.
Prior to this, Bree was CFO and executive vice president at US Bancorp Fund Services.
Commenting on his new role, Bree said: “I’m thrilled to be joining a team that recognises the important role that account management plays in building relationships and making sure our clients’ needs are met, and I look forward to using my experience to help our global footprint continue to grow.”
Domenic Ionadi, vice president, North America business development at Confluence, added: “We are delighted to welcome Joe Bree to the Confluence team and I’m confident he’ll be a great addition.”
“The past few years have been ones of significant growth at Confluence, but we are not ones to rest on our laurels. We’re excited to have a proven leader like Bree now leading the charge for us as we expand into new markets and deepen relationships with our existing clients as they confront new challenges in data management and regulatory compliance.”
In this role, Bree will be responsible for expanding Confluence’s global relationships with fund and asset management clients, as well as other service providers and intermediaries.
Additionally, 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.
Bree will report directly to Domenic Ionadi, who was recently promoted to vice president, North America business development.
Most recently, he served 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.
Prior to this, Bree was CFO and executive vice president at US Bancorp Fund Services.
Commenting on his new role, Bree said: “I’m thrilled to be joining a team that recognises the important role that account management plays in building relationships and making sure our clients’ needs are met, and I look forward to using my experience to help our global footprint continue to grow.”
Domenic Ionadi, vice president, North America business development at Confluence, added: “We are delighted to welcome Joe Bree to the Confluence team and I’m confident he’ll be a great addition.”
“The past few years have been ones of significant growth at Confluence, but we are not ones to rest on our laurels. We’re excited to have a proven leader like Bree now leading the charge for us as we expand into new markets and deepen relationships with our existing clients as they confront new challenges in data management and regulatory compliance.”
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