Todd Moyer
About Todd Moyer
Todd Moyer serves as the President of Confluence, where he has held various leadership roles since 2014. With over 20 years of experience in financial technology, he focuses on enhancing regulatory reporting and investor communications in the global investment management industry.
Current Role at Confluence
Todd Moyer serves as the President of Confluence, a position he has held since 2019. He also holds the titles of Executive Vice President of Global Business Development and Chief Operating Officer, roles he has occupied since 2014 and 2017, respectively. Based in the Charlotte, North Carolina area, Moyer leads a global team that focuses on enhancing regulatory reporting, investor communications, and performance analytics capabilities. His leadership is instrumental in positioning Confluence to adapt to trends in alternative asset classes, ESG, and digital delivery as regulations evolve.
Experience in Financial Services
Moyer has over 20 years of experience in the financial services technology industry. Prior to his tenure at Confluence, he worked at SunGard as Executive Vice President of Sales from 2002 to 2012, where he oversaw the Wealth Management business. His extensive background includes serving as a senior consultant for the Economic and Financial Consulting division of Arthur Andersen LLP and being a principal at Mid Atlantic Institutional Shares (MAIS) before its acquisition by SunGard.
Board Membership at Expect Miracles Foundation
From 2017 to 2023, Todd Moyer served on the Board of Directors for the Expect Miracles Foundation, an organization focused on financial services against cancer. His involvement with the foundation reflects his commitment to leveraging his expertise in the financial sector for philanthropic purposes.
Educational Background in Finance
Todd Moyer studied at Lehigh University, where he earned a Bachelor of Science degree in Finance from 1992 to 1996. His educational foundation in finance has contributed to his extensive career in financial technology and services, enabling him to develop strategies that enhance transparency and resiliency in the investment management industry.
Contributions to Regulatory Compliance
At Confluence, Moyer plays a key role in supporting compliance with evolving regulations, including the SEC's Tailored Shareholder Reports regulation. His contributions involve utilizing data, technology, and document reconciliation to improve the company's ability to meet regulatory requirements while providing better financial insights to the global investment management industry.