Confluence, the global leader in investment data management automation for regulatory, financial and investor reporting, today announced that Todd Moyer has been promoted to President, where he will be responsible for the company’s overall strategy and execution including operations, product and business development globally.
Moyer joined Confluence in 2012 as Senior Vice President of Global Sales. In 2014 he was promoted to Executive Vice President of Global Business Development, leading Confluence’s global growth efforts related to strategic market management, sales strategy and execution. Since 2017, Moyer has been Chief Operating Officer, providing strategic and operational direction globally, continuing his focus on global expansion and ensuring operational accountability. As COO, Moyer has led the company’s operations and market-facing activities, which include sales, account management and marketing.
Under Moyer’s leadership, Confluence has experienced record growth, and spearheaded industry initiatives including driving a “DataTech movement” that has seen asset management firms employ data and technology in new ways across financial, marketing and statutory reports. Moyer’s stewardship of the firm’s innovative RegTech platform was front and center in 2018 as Confluence successfully prepared clients for SEC Modernization, including compliance with Forms N-PORT and N-CEN. As President, Moyer will continue the expansion of Confluence’s solutions including the global regulatory reporting platform, leading the charge to deliver cutting-edge solutions to help clients digitalize.
“Confluence is a fantastic, growing company that is well positioned to deliver innovative solutions to the industry it serves,” said Todd Moyer. “As our clients engage with changing regulatory requirements and seek to gain operational efficiency, I am excited to lead the charge to partner with them to use data and technology in new ways and deliver transformational results. And our clients’ trust is earned by the amazing work done by the Confluence team that impresses me every day with their innovation and commitment.”
“Todd has been an integral part of Confluence’s dominance of the RegTech marketplace for asset management today,” CEO Mark Evans said. “He’s a leader who gets the best out of his teams, and brings a vision for the use of data and technology that has been a pacesetter for the industry. Todd’s proven ability to establish and maintain key client partnerships, and deliver record-breaking growth, position him as the perfect person to take the reins as Confluence continues to be an industry pioneer, helping our clients drive the success of their own businesses.”
As a 20-year financial services technology veteran, Moyer has extensive experience managing business relationships, developing strategic partnerships, generating growth, leading operations organizations and driving revenue and profitability. Prior to joining Confluence, he served as Executive Vice President of SunGard’s Wealth Management business, where he was responsible for sales strategy and the delivery of integrated wealth management solutions. During his time at SunGard, Moyer also held several management positions in the areas of product development, operations and client services.
Moyer is also on the Board of Directors of the Expect Miracles Foundation which rallies the financial services industry to invest in life-saving cancer research and advance patient care programs nationwide. Moyer and Confluence are passionate about and committed to the causes of the Expect Miracles Foundation.