Confluence has promoted two its key executives - James “Skip” Smith and Frederick Winston - to the roles of chief operating officer and chief financial officer, respectively.
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.
Winston joined Confluence’s San Francisco office in October of 2011 as a vice president of business development. Previously. Smith was a Division Chief Operating Officer with Fiserv, and also served as an operations executive at both JPMorgan Chase and PricewaterhouseCoopers.
Confluence was founded in 1991 and provides fund administration automation services to asset management firms globally.