Confluence, a provider of investment data management automation and regulatory financial and investor reporting solutions, announced Gary Casagrande has been named global head of investor communications and expense solutions, a new position at the firm.
Casagrande's role will focus on a specific line of business geared towards defining and implementing the strategy for the firm's global suite of investor communications and expense management solutions, such as financial, marketing and legal reporting, fund budgeting and invoice payments.
He will also be in charge of working with clients, regulators and industry influencers to identify immediate and long-term market demands to help dictate Confluence's product innovation priorities.
Casagrande comes to Confluence from Brown Brothers Harriman where he was the head of financial reporting and expense administration. His duties included overall delivery of financial reporting and expense administration client service, in addition to strategic product development. Casagrande was also head of the treasury and portfolio compliance group at JPMorgan.
"The asset management industry is undergoing a dramatic shift, and businesses are much more reliant on stronger data management capabilities than ever before," says Todd Moyer, executive vice president of global business development at Confluence. "Gary's deep market expertise and strong industry relationships will play an integral role in ensuring that we continue to identify emerging client needs and deliver innovative expense and investor communications solutions to the industry."
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