Advise Technologies-CSS
Todd Moyer is an experienced executive in the technology solutions sector, currently serving as President of Confluence since July 2012. At Confluence, a global provider of analytics and regulatory solutions for the investment management industry, Moyer has held various leadership roles including Chief Operating Officer and Executive Vice President of Global Business Development, where significant revenue growth and strategic account management were prioritized. Prior to Confluence, Moyer served as Executive Vice President at SunGard Wealth Management, overseeing sales and account management across a substantial customer base. Additionally, Moyer contributes to the Expect Miracles Foundation as a Board Member, promoting cancer research and patient care within the financial services industry. Moyer holds a BS in Finance from Lehigh University, earned between 1992 and 1996.
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Advise Technologies-CSS
Advise Technologies builds regulatory intelligence software. In just five years, they have grown from scrappy start-up to industry-leading provider of regulatory solutions and services to an elite and global client list which includes some of the biggest names in the hedge fund, fund administration, and private equity space around the world. Theirteam of fund professionals is battle-tested, using unequalled expertise accumulated over decades of experience to unite operations and regulation into tools that work simply and intuitively.Their vision is to become the industry standard for today's regulatory compliance, their mission demands the creation and refinement of best-in-class software to serve top managers worldwide, and their clients rely on us to take complex issues and solve them in an elegant, automated, and repeatable process.