Confluence Technologies
As Chief Financial Officer for Confluence, Winston is responsible for overseeing the company’s accounting and finance operations. Winston has led Confluence to successfully complete three acquisitions to date: Data Agent in 2013, Orfival in 2014 and StatPro Group in 2019.
Joining the firm’s former San Francisco office in 2011, Winston has a strong background in corporate strategy and analysis, management and business development and venture capital. He previously worked at US Bancorp Piper Jaffray Ventures and Broncus Technologies, Inc. As a Sloan Fellow at the Stanford University Graduate School of Business, Winston earned a Master of Science degree in Management. He also holds a Master of Science degree in Mechanical Engineering from Stanford University, and a bachelor of Arts degree in Chemistry from Williams College.
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Confluence Technologies
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Confluence delivers automated solutions for critical fund administration and reporting processes such as regulatory reporting, financial statement preparation and supports a wide array of global investment types.