Confluence Appoints Executives to Chief Operating Officer and Chief Financial Officer Roles

  Confluence Appoints Executives to Chief Operating Officer and Chief
  Financial Officer Roles

Business Wire

PITTSBURGH & LUXEMBOURG -- February 5, 2013

Confluence, a leading provider of automated data management solutions for the
investment management industry, announced today that two of the company’s key
executives - James “Skip” Smith and Frederick Winston - have been named to the
roles of Chief Operating Officer (COO) and Chief Financial Officer (CFO),

With over 20 years of experience, Skip Smith joined Confluence in December of
2010 as a Vice President of Product Development, where he led product
management, design and development, and project management for organizations
globally.In the fall of last year, he was promoted to Executive Vice
President and has since taken on a major role in identifying, evaluating and
on-boarding new acquisitions. 

“During his time at Confluence, Skip has been instrumental in helping position
Confluence for global expansion,” said Mark Evans, Chairman, CEO and
President. “His innovative approach to creating complete and trusted product
solutions has helped us pinpoint new global opportunities, and his disciplined
commitment to meeting product release deadlines has substantially impacted
customer loyalty.”

Since joining Confluence’s San Francisco office in October of 2011 as a Vice
President of Business Development, Frederick Winston has had a major role in
establishing Confluence’s capability to identify and evaluate strategic
acquisition opportunities.

“I am pleased to appoint Frederick as permanent Chief Financial Officer to
lead our corporate finance operations at Confluence,” said Evans. “He brings a
keen sense of strategic finance to the leadership team and will be
instrumental in driving revenue and profitability growth for Confluence as we
expand our global footprint.”

Prior to joining Confluence, Smith was a Senior Vice President and Division
Chief Operating Officer with Fiserv, and also served as an operations
executive at both JPMorgan Chase and PricewaterhouseCoopers. Winston
previously worked at US Bancorp Piper Jaffray Ventures and also held
senior-level roles at Broncus Technologies, Inc.

About Confluence

Founded in 1991, Confluence is a global leader in fund administration
automation. Confluence helps investment management companies gain
unprecedented control by automating every step of the fund administration
process—including the collection, creation, confirmation, and delivery of
investment product data. Results are lower costs, reduced risk, decreased
reporting turnaround times, and the scalability to automate more processes
without additional resources. Confluence solutions are used by 40 percent of
the leading global investment managers, and more than 60 percent of U.S.
mutual funds. The Unity® platform from Confluence addresses a wide range of
problems from performance measurement to customized reporting for a full array
of domestic and international managed investment products, including mutual
funds, funds of funds, collective funds, separate accounts, and variable
products, as well as hedge funds and other alternative investments.
Headquartered in Pittsburgh, PA, Confluence serves the international fund
industry with key locations in San Francisco, CA, London and Luxembourg. For
more information,


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