PORTIA Expands Management Team

September 12, 2011

PORTIA is pleased to announce that it has expanded its management team through a number of key hires in recent months, including new leadership of its Technology, Client Service and Outsourcing Services divisions.  These additions will help expand PORTIA’s solutions and provide superior service to our clients.

Dominic Flanagan recently joined PORTIA as Vice President of Technology and Product Operations.  Dominic previously served as Vice President of Product Development at Charles River Development.  Before joining Charles River, Dominic held technology leadership positions at PORTIA for nearly a decade.  Dominic will be critical to achieving key technology and operations goals, such as driving our technology and product evolution and enhancing our deployment and installation capabilities.

Joe Morant, previously Vice President of Technology and Product Operations, has taken on a new position as Vice President of Global Client Services, where he is responsible for PORTIA’s client service organization.  In addition, PORTIA hired Paul Leone as Director of Client Support to monitor PORTIA’s daily client service operations.  Paul joins PORTIA from Eagle Investment Systems, where he held numerous client service and implementation roles for over a decade.  Joe and Paul have been integral to launching PORTIA’s new Service Centre this summer, and will continue to expand service capabilities for clients in the coming months.

Daniel Schlossberg has also joined PORTIA as Director of Outsourcing Services.  Dan brings decades of outsourcing experience to PORTIA, most recently serving as Executive Director of Worldwide Securities Services at J.P. Morgan and as Managing Director of Headstrong.  Dan will focus on expanding PORTIA’s outsourcing offerings, including everything from basic hosting to full middle-to-back office outsourcing.

“We are focusing on a number of initiatives critical to our business, such as the launch of our Client Service Centre and evolving our solutions.  Bringing on experienced leaders to help us execute against our vision is key to delivering value to our clients,” said Christy Bremner, President and Global Managing Director of PORTIA, Thomson Reuters.  In addition to the above executive hires, PORTIA has also grown its sales, client service, product management and development staff in recent months.

If you are an existing client and would like more information about PORTIA’s recent business progress, please contact your Strategic Account Manager.  For new clients, you may contact using the information on our website or at Portia@thomsonreuters.com.

– Matt Bellias, Director of Strategy and Marketing


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