CWAN Executive and Leadership Team

Aparna Mehta, the Executive Director, Office of the Chief Executive Officer and Strategic Operations at CWAN, directs high-level initiatives that align corporate objectives with daily execution. Mehta manages the intersection of executive decision-making and operational workflows, ensuring that the SaaS-based investment data platform maintains its competitive edge. By coordinating cross-functional projects, the Executive Director, Office of the Chief Executive Officer and Strategic Operations optimizes internal processes to support global expansion. This leadership role involves translating complex market requirements into actionable strategic plans for the organization. Aparna Mehta facilitates communication between the C-suite and department heads to drive efficiency across the entire enterprise. Through rigorous oversight of strategic operations, the Executive Director, Office of the Chief Executive Officer and Strategic Operations secures the long-term scalability of the Clearwater Prism and JUMP platforms, ultimately reinforcing the company's position as a leader in financial technology.

Pedro Piccoli, the Chief of Staff To the Chief Executive Officer and Head of Corporate Strategy at CWAN, directs the strategic alignment between the executive office and the company's long-term growth objectives. Piccoli oversees the execution of corporate strategy, ensuring that the firm's SaaS-based investment data solutions remain at the forefront of the industry. By managing the flow of information and priorities within the executive team, the Chief of Staff To the Chief Executive Officer and Head of Corporate Strategy facilitates efficient decision-making. This leadership role involves identifying key growth areas and coordinating cross-functional efforts to capitalize on market opportunities. Pedro Piccoli ensures that the organization's strategic vision is effectively communicated and implemented across all departments. Through the oversight of corporate strategy, the Chief of Staff To the Chief Executive Officer and Head of Corporate Strategy drives the firm's ability to deliver innovative reporting and analytics services to institutional clients. Ultimately, Piccoli secures the company's competitive advantage through rigorous strategic planning.

Katherine Daugharty, the Chief of Staff & Chief Financial Officer, Office of at CWAN, directs the financial planning and administrative coordination within the executive office. Daugharty oversees the alignment of financial resources with strategic priorities, ensuring that the company's investment data platform remains financially sustainable. By managing the operations of the Office of the Chief Financial Officer, the Chief of Staff & Chief Financial Officer, Office of facilitates data-driven decision-making across the organization. This leadership role involves monitoring fiscal performance and coordinating with other C-suite leaders to support long-term growth. Katherine Daugharty ensures that financial reporting and planning processes are integrated with the company's broader SaaS business model. Through the oversight of executive office functions, the Chief of Staff & Chief Financial Officer, Office of drives operational discipline and financial transparency. Ultimately, Daugharty supports the firm's mission by ensuring that financial strategies effectively enable the delivery of high-quality investment analytics and reporting services.

Subi Sethi, the Chief Operating Officer at CWAN, directs the internal infrastructure and service delivery models that support the company's SaaS-based investment data solutions. Sethi oversees the operational execution of Clearwater Prism and JUMP, ensuring that clients receive accurate, timely, and consumable data for their investment portfolios. By streamlining service operations, the Chief Operating Officer enhances the efficiency of reconciliation, accounting, and reporting workflows. This leadership role involves managing the technical and human resources required to maintain high service standards for institutional investors and government entities. Subi Sethi drives continuous improvement in operational processes to support the company's rapid growth and global scale. Through rigorous oversight of service delivery, the Chief Operating Officer ensures that the organization meets complex compliance and risk analytics requirements. Ultimately, Sethi maintains the operational excellence necessary to sustain the firm's reputation for reliability in the financial technology sector.

Fleur Sohtz, the Chief Marketing Officer at CWAN, architects the global brand strategy and market positioning for the company's suite of investment accounting and reporting solutions. Sohtz drives demand generation initiatives that highlight the value of Clearwater Prism and MLx to institutional investors and government entities. Overseeing international brand awareness, the Chief Marketing Officer ensures that messaging resonates across diverse financial markets. This leadership role involves analyzing competitive landscapes to refine product positioning and accelerate customer acquisition. Fleur Sohtz collaborates with product teams to translate technical SaaS capabilities into compelling narratives for the global financial sector. By leveraging data-driven insights, the Chief Marketing Officer optimizes marketing spend and enhances lead conversion rates. Through strategic brand management, Sohtz strengthens the market presence of the firm, ensuring that the organization remains the preferred choice for automated investment data aggregation and reconciliation services worldwide.

Scott Erickson, the Chief Revenue Officer at CWAN, directs all global sales efforts and revenue-generating activities for the company's SaaS-based investment data platform. Erickson oversees the expansion of the client base, focusing on insurers, investment managers, and corporations seeking automated reconciliation and reporting services. By managing the full sales lifecycle, the Chief Revenue Officer ensures consistent growth across North American and international markets. This leadership role involves aligning sales strategies with the technical capabilities of Clearwater JUMP and LPx to meet specific institutional needs. Scott Erickson fosters strong relationships with key stakeholders to drive long-term contract value and market penetration. Through the implementation of scalable sales processes, the Chief Revenue Officer maximizes revenue efficiency and supports the company's broader financial objectives. Ultimately, Erickson secures the firm's market leadership by consistently delivering high-value solutions that address the complex data requirements of modern financial institutions.

Cindy Blendu, the Chief Marketing Officer & Chief Administrative Officer at CWAN, directs the administrative framework and internal corporate communications that support the company's market-facing activities. Blendu oversees the integration of marketing strategies with internal operational policies to ensure organizational alignment. By managing administrative functions, the Chief Marketing Officer & Chief Administrative Officer creates a stable environment for the development and deployment of investment data solutions. This leadership role involves optimizing internal resources to support the firm's growth in the SaaS financial sector. Cindy Blendu facilitates cross-departmental collaboration, ensuring that marketing initiatives are backed by robust administrative support. Through the oversight of corporate processes, the Chief Marketing Officer & Chief Administrative Officer drives efficiency and maintains the high standards required for serving institutional investors. Ultimately, Blendu strengthens the company's internal foundation, allowing the organization to focus on delivering superior investment accounting and reporting services to a global client base.

Daniele Beauman, the Head of Corporate Strategy Chief of Staff at CWAN, directs the development and execution of long-term strategic initiatives for the company's investment data platform. Beauman oversees the identification of new market opportunities and the refinement of the firm's competitive positioning in the SaaS financial sector. By coordinating strategic planning efforts, the Head of Corporate Strategy Chief of Staff ensures that the organization remains aligned with the evolving needs of institutional investors and government entities. This leadership role involves analyzing industry trends to inform product development and expansion strategies. Daniele Beauman facilitates communication between the executive team and key stakeholders to drive consensus on strategic priorities. Through the oversight of corporate strategy, the Head of Corporate Strategy Chief of Staff ensures that the company effectively leverages its technological capabilities to maintain market leadership. Ultimately, Beauman drives the firm's growth by translating complex market insights into actionable strategic plans.

Alphonse Valbrune, the Chief Legal Officer at CWAN, directs the legal and compliance framework that governs the company's global operations and SaaS-based investment data services. Valbrune oversees the management of regulatory requirements, ensuring that the firm's reporting and accounting platforms meet the stringent standards of institutional investors and government entities. By mitigating legal risks, the Chief Legal Officer protects the company's intellectual property and maintains the integrity of its data services. This leadership role involves providing counsel on complex financial regulations and corporate governance matters. Alphonse Valbrune collaborates with the executive team to ensure that all strategic initiatives comply with international legal standards. Through the oversight of legal operations, the Chief Legal Officer supports the firm's expansion into new markets while maintaining a secure and compliant environment. Ultimately, Valbrune ensures that the organization operates with the highest level of legal and ethical standards, reinforcing client trust in the company's financial technology solutions.