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Confluence Appoints Jory Wheeler as Senior Vice President of Engineering
Industry veteran to oversee Confluence’s software development globally

March 12, 2019

Pittsburgh, PA, March 11, 2019 – Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced that Jory Wheeler has joined the firm as Senior Vice President of Engineering. In this role, he is responsible for managing all aspects of the software development process so that Confluence can continue to deliver industry-leading data management products for its asset, fund management and service provider clients. The role was created to streamline and strengthen the development process for Confluence’s data aggregation, management and reporting solutions that help optimize performance, regulatory reporting and investor communications for many of the world’s top financial companies. Wheeler reports directly to Todd Moyer, who was recently promoted to President.

Wheeler comes to Confluence with 14 years of experience in the financial services industry, leading teams as they delivered cutting-edge technology solutions. Wheeler spent the past 14 years at global financial services technology provider FIS (previously SunGard), where he most recently served as Vice President, Product Engineering. In this role he led a team of 80 development and quality assurance professionals in the development of financial services software products, and supported audit and corporate compliance. At FIS, Wheeler also provided oversight of Database Administration and Performance Engineering teams and was the primary liaison with corporate security.

“Confluence is known as a global leader in data-driven managed investment solutions,” commented Wheeler. “Faced with a constantly evolving regulatory landscape, our clients face unprecedented challenges that can only be met with the development of new technology. I’m excited to be joining a team that thinks differently about the power of data and I am looking forward to leading the charge to continue to deliver the highest standard of products and services for our clients.”

“We are excited to welcome Jory to the Confluence team,” said Todd Moyer, President and COO at Confluence. “His extensive experience in application development and his proven track record of successfully delivering mission-critical enterprise software will be essential as Confluence continues to grow and expand our global offering.”

About Confluence

As a proven leader delivering an innovative platform to put data first in asset management, Confluence is leading the DataTech evolution for post-trade reporting. We focus on getting the data right, then reusing it across multiple regulatory, financial, statutory, performance and investor communications deliverables for speed, efficiency and control. Eight of the top 10 global service providers license Confluence products and all of the top 10 global asset managers have business processes automated through Confluence. Headquartered in Pittsburgh, PA, Confluence serves the international fund industry with locations in Ho Chi Minh City, London and Luxembourg.  

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