Katie’s story
Like many things in life, it’s all about collaboration and endless curiosity.
Katie MacNeil
Technical Sales Specialist, Portfolio Analytics at Confluence
As a Confluence technical resource, I’m constantly learning. My job is not only to stay educated on our technical product offerings, but to translate this knowledge to solve client challenges and help drive sales.
It’s incredibly rewarding to play a role in helping both the sales team and our clients, reach their goals. When I can help find the right product fit for the right client at the right time, that’s a great day and what technical sales is all about! Successes are never a solo act. I’ve been so lucky to have amazing resources and mentors both inside and outside Confluence.
Outside of work, I’m passionate about building financial literacy in young people, especially women. Empowering women to understand the basics of investing and take control of their financial future, brings me so much joy.
About Confluence® Technologies
Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with 700+ employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit www.confluence.com.