Operational Leadership Team
VP of Client Experience
As Vice President of Client Experience, Bill leads Confluence’s professional services and operations departments. His responsibilities include the areas of service excellence, adoption and delivery, product support, upgrades and optimal usage and controlled outsource production. A financial services industry veteran, he has overseen on-boarding, support and new regulatory requirements for over 12,000 investment pools globally. Bill has spent most of his career working in technology solutions focused on products and processes with an emphasis on fund administration. He has lengthy experience across organizations, from start-ups to Fortune 500 companies, and has held functional positions in project management, implementations, production support, product management and client management. Over his career, Bill has serviced a broad array of clients in mutual, hedge, and private equity funds. He earned a bachelor’s degree from Widener University and is active in several industry groups and trade associations.
Chris R. Evans
As Chief Architect, Chris is responsible for setting the technology strategy and roadmap across platforms and products, as well as the company’s internal technology. He oversees the global architecture team and works closely with Confluence’s product and engineering leadership to ensure the alignment of product and technology initiatives. His accomplishments include defining the architecture for the Unity® platform and leading the transition to web-based software services through the Unity NXT™ SaaS platform architecture. Chris holds a bachelor of Science in Computer Science & Mathematics from the University of Pittsburgh.
Chris S. Evans
Chief Legal Officer and Senior VP of Human Resources
As Chief Legal Officer, Chris oversees the legal aspects of Confluence’s global operations and leads the effort to target and acquire promising businesses, technologies and teams that serve the asset management industry. As Senior VP of Human Resources, Chris works with Confluence’s HR team to retain and recruit talent, measure, improve and reward employee performance and ensure Confluence is a company to which every employee is proud to belong. Evans originally joined Confluence in 2014 as Assistant General Counsel after working as an associate at Saul Ewing LLP. Prior to that, Evans was an associate at Fried, Frank, Harris, Shriver & Jacobson in Washington, DC. Evans is admitted to the Bar in Pennsylvania, the District of Columbia and Maryland. He graduated cum laude from the Georgetown University Law Center in May 2008 and from the University of Maryland, College Park in 2007 with a master’s degree in Public Policy.
Managing Director of Delta Division
As Managing Director, Dario leads the Delta division at Confluence. Prior to this he managed the Revolution division and served as Group Managing Director at StatPro from 2014 to 2019. Prior to those roles, Dario was Chief Product Officer and Global Head of Risk. He joined StatPro in 2003 when the firm acquired RiskMap, the company he founded in 2000. Among his achievements, Dario created in 1996 the first desk of fixed income quants in Italian banking and co-founded QuantLib—currently the most-used financial pricing library in the world.
Client Experience Strategy Director
As Client Experience Strategy Director, Clinton is responsible for the creation of strategic and sustainable client account management and service models to ensure Confluence has the best tools and processes to measure client satisfaction and ultimately increase client retention. Clinton has over 20 years of experience in the financial services sector. He spent 17 years at UBS in COO roles covering most asset classes and is a qualified South African and British-chartered accountant, having completed training with Deloitte. He has a bachelor of Commerce degree from the University of the Witwatersrand in South Africa.
Chief Financial Officer
As Chief Financial Officer for Confluence, Winston is responsible for overseeing the company’s accounting and finance operations. Winston has led Confluence to successfully complete three acquisitions to date: Data Agent in 2013, Orfival in 2014 and StatPro Group in 2019. Joining the firm’s former San Francisco office in 2011, Winston has a strong background in corporate strategy and analysis, management and business development and venture capital. He previously worked at US Bancorp Piper Jaffray Ventures and Broncus Technologies, Inc. As a Sloan Fellow at the Stanford University Graduate School of Business, Winston earned a Master of Science degree in Management. He also holds a Master of Science degree in Mechanical Engineering from Stanford University, and a bachelor of Arts degree in Chemistry from Williams College.
VP of Global Market Strategy
As Vice President of Global Market Strategy, Gary is responsible for overseeing market research analysis and forecasting market conditions to support Confluence’s solution growth. Gary has more than 25 years of experience in the financial services industry and an in-depth understanding of mutual fund operations, regulations, project management and quality control. Before joining Confluence, he held the position of Head of Financial Reporting and Expense Administration at BBH. Prior to that, he served as the Head of the Treasury and Portfolio Compliance group at JP Morgan. Gary has a bachelor’s degree from Bryant University in Business Administration with a focus in Finance.
Senior VP of Engineering
As Senior Vice President of Engineering, Jory is responsible for overseeing engineering operations; including the management, development and execution of initiatives that drive product and operational success. An accomplished application development executive, Jory is an expert in leading teams to deliver technological solutions to business problems. Prior to his current role at Confluence, Jory spent 14 years at FIS in various engineering roles, including Vice President of Product Engineering and Vice President of Development. His experience building global teams and managing development projects has allowed him to deliver high quality, sustainable and secure solutions for Confluence and its clients.
VP of M&A Integration
As Vice President of M&A Integration, Katie is responsible for driving the successful integration of the company’s post-merger-&-acquisition and the business model transformation for Confluence. Katie was most recently in a Senior Product Strategy role responsible for identifying market trends and bringing these insights to the internal product and market strategy teams for execution. She has over 20 years of experience in the financial services industry spanning asset management, wealth management and financial technology. Before joining Confluence, Katie served as Global Solution Manager at SS&C Technologies. Prior to that, she spent ten years at UBS Global Asset Management, where she served as UK Head of Performance. Katie earned a bachelor’s degree in Economics from Babes-Bolyai University in Romania.
Global Head of Sales
As Global Head of Sales, Sunil leads Confluence’s efforts to increase penetration of global markets. He is responsible for implementing sales strategies to establish domestic and international sales objectives, including volumes and product profitability. Sunil has more than 20 years of fintech experience across multiple markets and regions in the financial services and technology industries. Most recently, Sunil served as Managing Director, EMEA & APAC at Axioma. Prior to that role, Sunil was Head of Business Development (EMEA) for Standard and Poor’s Risk Solutions, and he has held senior leadership roles at Thompson Reuters, Misys and other global software, services and financial data companies. Throughout his career, Sunil has focused on scaling and aligning business teams, cultures, processes and reporting to spur growth. Sunil earned a bachelor’s degree in Mathematics & Finance from SBU London and completed the Business Leadership Program at University of Michigan Ross School of Business.
Assistant Vice President of Operational Excellence
As Assistant Vice President of Operational Excellence, Denise is responsible for interpreting and analyzing data across the company to drive growth by using key metrics and creating reports based on the analysis of data. She is also heavily involved in sales operations and projects across various functional areas of the company that include establishing objectives, determining priorities, managing time, monitoring progress, problem-solving, adjusting plans and ensuring projects are completed on time and in scope.
VP of Global Product Strategy
As Vice President of Global Product Strategy, Tom handles Confluence’s global product development and strategy for performance and analytics, risk, regulatory reporting, data technology and investor communications. Since joining Confluence in 2007, he has held several roles including Global Head of Regulatory Reporting Solutions and positions in the Product Design and Services divisions. Tom earned a bachelor’s degree in Finance from the Tepper School of Business at Carnegie Mellon University.
Todd L. Moyer
President and Chief Operating Officer
As President and Chief Operating Officer of Confluence, Todd is responsible for ensuring operational excellence, optimizing revenue generation across North America and Europe and evaluating growth potential in adjacent geographic markets globally. A 20-year financial services technology industry veteran, Todd provides strategic and operational direction while focusing on global expansion and ensuring operational accountability. He leads the company’s operations functions as well as market-facing activities which include sales, account management and marketing. Todd has an accomplished track record of helping financial services firms of all sizes adopt innovative solutions to drive revenue. Prior to joining Confluence, he was executive vice president of SunGard’s Wealth Management business, where he was responsible for the sales strategy and delivery of integrated wealth management solutions. Prior to joining SunGard, Todd was a principal of Mid Atlantic Institutional Shares (“MAIS”), where he was responsible for the firm’s flagship mutual fund trade-routing platform. MAIS was acquired by SunGard in 2002. He has also served as a senior consultant for the Economic and Financial Consulting division of Arthur Anderson LLP.
Chief Executive Officer and Founder
Mark Evans founded Confluence in 1991 with a vision to revolutionize the asset management industry through technology innovation and data management automation. Under his leadership, Confluence has grown to be recognized as a global leader delivering solutions that turn investment data into financial intelligence and are distributed to the world. In 2011, Mark received the Ernst & Young Entrepreneur of The Year® Western Pennsylvania and West Virginia Award in the Technology category. The award recognizes outstanding entrepreneurs who demonstrate excellence and extraordinary success in such areas as innovation, financial performance and personal commitment to their businesses and communities. In addition to his role with Confluence, Evans is a dedicated community leader who passionately promotes business growth, supports entrepreneurialism in connection with local universities and the vitality of the non-profit community. Evans studied Computer Science at Indiana University of Pennsylvania and the University of Pittsburgh.