Lou Delverme

Lou DelVerme has a diverse work experience in the financial industry spanning over two decades. Lou started their career in 1996 at Federated Investors, where they served as Vice President. In this role, they developed sales and marketing strategies for mutual fund clearing software and consulting services. Lou also managed client relationships and was responsible for presentations, proposals, contract negotiations, and service delivery.

In 2000, Lou joined Ernst & Young as an Assistant Director/Senior Sales Executive. After a year, they moved to SunGard Wealth Management, where they worked as a Vice President for nine years, from 2002 to 2011. In this role, they were involved in various aspects of sales and account management.

Lou then joined Sungard in 2011 as Senior Vice President of Sales and Account Management for Wealth Management. During their three-year tenure, they played a crucial role in driving sales and managing key accounts.

Since 2014, Lou has been working at Confluence as an Enterprise Sales Director. Lou leads a team of sales and relationship management personnel across North America, generating the majority of the company's revenue. Their responsibilities include developing sales strategies, managing accounts, and coordinating organizational goals.

Throughout their career, Lou has demonstrated strong leadership skills, sales expertise, and a consultative approach to selling. Lou is experienced in various software and service solutions, including fund administration reporting, compliance, performance analytics, regulatory reporting, and data management.

Lou DelVerme completed their Bachelor of Science degree in Finance at Penn State University. In 1989, they enrolled in the College of Financial Planning and obtained a certification as a Certified Financial Planner in the field of Financial Planning and Services. In 2003, Lou earned additional certifications in Series 7, 24, and 63 from the FINRA (Financial Industry Regulatory Authority). Later, in October 2015, they received a second certification as a Certified Financial Planner from the College for Financial Planning.