CWAN Executive and Leadership Team

Aparna Mehta, the Executive Director, Office of the Chief Executive Officer and Strategic Operations at CWAN, aligns high-level corporate objectives with daily execution across the organization. Mehta manages the integration of strategic initiatives, ensuring that the SaaS platform development remains synchronized with long-term business goals. By facilitating communication between the executive leadership and departmental heads, the Executive Director, Office of the Chief Executive Officer and Strategic Operations optimizes internal workflows and resource allocation. Aparna Mehta also monitors the progress of key performance indicators, providing actionable insights that support informed decision-making at the board level. Through rigorous oversight of operational projects, the Executive Director, Office of the Chief Executive Officer and Strategic Operations maintains the agility required to navigate the competitive landscape of investment data aggregation. This leadership role fosters a culture of accountability, driving the company toward sustained growth and operational excellence in the global financial technology sector.

Pedro Piccoli, the Chief of Staff To the Chief Executive Officer and Head of Corporate Strategy at CWAN, manages the strategic agenda and executive communications for the CEO. Piccoli oversees the development of corporate strategy, ensuring that the firm's investment accounting and reporting solutions continue to meet the evolving needs of institutional investors. By coordinating between the CEO and other C-suite leaders, the Chief of Staff To the Chief Executive Officer and Head of Corporate Strategy ensures that organizational efforts remain focused on key growth drivers. Pedro Piccoli also leads initiatives related to market expansion and product innovation, particularly within the Clearwater Prism and JUMP platforms. This leadership role involves synthesizing complex data into actionable strategies that guide the company's long-term success. Through effective management of the CEO's priorities and strategic planning, the Chief of Staff To the Chief Executive Officer and Head of Corporate Strategy supports the company's mission to deliver unparalleled transparency and efficiency in investment data management.

Katherine Daugharty, the Chief of Staff, Office of the CFO at CWAN, coordinates financial strategy and operational reporting to ensure alignment with the company's fiscal objectives. Daugharty manages the flow of information within the finance department, facilitating communication between the CFO and other executive leaders. By overseeing key financial projects and performance tracking, the Chief of Staff, Office of the CFO provides the analytical support necessary for informed decision-making regarding the company's SaaS product investments. Katherine Daugharty also monitors the execution of financial initiatives, ensuring that resources are directed toward high-growth areas such as mortgage loan investment solutions and private fund services. This leadership role involves streamlining the CFO's agenda and managing cross-departmental collaborations that impact the company's bottom line. Through meticulous oversight of financial operations, the Chief of Staff, Office of the CFO contributes to the stability and growth of the organization, supporting the delivery of accurate investment data to global clients.

Subi Sethi, the Chief Operating Officer at CWAN, directs the internal infrastructure and service delivery models that support the company's complex SaaS ecosystem. Sethi oversees the operational execution of the Clearwater Prism and JUMP platforms, ensuring high availability and performance for institutional clients. By streamlining data operations and managed services, the Chief Operating Officer enhances the efficiency of reconciliation and reporting workflows. Subi Sethi manages cross-functional teams to maintain rigorous compliance standards and risk analytics capabilities, which are critical for the firm's government and corporate partners. The Chief Operating Officer also focuses on scaling internal systems to accommodate the growing volume of investment data processed globally. Through continuous process improvement and technological integration, Sethi ensures that the company's operational framework supports rapid innovation. This leadership role involves balancing immediate service requirements with long-term scalability, ultimately driving the operational excellence that defines the company's market position.

Fleur Sohtz, the Chief Marketing Officer at CWAN, architects the global brand strategy to expand market presence among insurers and investment managers. Sohtz directs all demand generation, product marketing, and corporate communications, ensuring the value proposition of the Clearwater Prism and JUMP platforms reaches key institutional stakeholders. By analyzing market trends and competitive positioning, the Chief Marketing Officer crafts campaigns that highlight the technical superiority of the company's automated reconciliation and reporting services. Fleur Sohtz collaborates with sales leadership to align messaging with revenue targets, effectively scaling the brand across international markets. The Chief Marketing Officer also oversees the development of thought leadership content that establishes the firm as an authority in investment accounting. Through strategic brand management, Sohtz drives customer acquisition and retention, solidifying the company's reputation as a premier provider of SaaS-based financial data solutions for complex investment portfolios.

Scott Erickson, the Chief Revenue Officer at CWAN, leads the global sales organization to drive sustainable growth across all product lines, including LPx and MLx solutions. Erickson oversees the entire revenue lifecycle, from initial client engagement to long-term account management for institutional investors and government entities. By implementing scalable sales processes, the Chief Revenue Officer ensures consistent performance across North American and international territories. Scott Erickson collaborates with product teams to tailor service offerings to the specific needs of private banks and investment managers, maximizing market penetration. This leadership role involves managing high-performing sales teams and fostering strategic partnerships that enhance the company's footprint in the financial services industry. Through data-driven forecasting and rigorous pipeline management, the Chief Revenue Officer secures the financial health of the organization. Erickson maintains a focus on delivering exceptional value to clients, ensuring that revenue targets align with the broader mission of providing accurate, timely investment data.

Cindy Blendu, the Chief Marketing Officer & Chief Administrative Officer at CWAN, manages the intersection of brand strategy and internal organizational health. Blendu directs administrative functions that support the company's workforce, ensuring that internal processes facilitate the delivery of high-quality investment accounting services. As the Chief Marketing Officer & Chief Administrative Officer, Cindy Blendu also oversees specific marketing initiatives focused on internal culture and employer branding, which are essential for attracting top talent in the competitive fintech space. By aligning administrative policies with the company's strategic marketing goals, the executive ensures that the organization remains agile and responsive to market demands. Blendu coordinates with other C-suite leaders to optimize resource allocation, fostering an environment where innovation thrives. Through the integration of administrative efficiency and strategic communication, the Chief Marketing Officer & Chief Administrative Officer supports the company's mission to provide accurate, consumable data for limited partnerships and other complex investment vehicles.

Daniele Beauman, the Head of Corporate Strategy Chief of Staff at CWAN, drives the long-term planning and strategic initiatives that define the company's market trajectory. Beauman manages the development of corporate goals, ensuring that the firm's SaaS offerings remain at the forefront of investment data aggregation and reconciliation. By analyzing industry shifts and competitive threats, the Head of Corporate Strategy Chief of Staff provides the executive team with the insights needed to pivot or expand into new sectors like mortgage loan investments. Daniele Beauman coordinates strategic projects across the organization, fostering alignment between product development and market needs. This leadership role involves facilitating high-level discussions that shape the company's future, ensuring that every initiative supports the core mission of providing accurate, timely financial reporting. Through rigorous strategic analysis and project management, the Head of Corporate Strategy Chief of Staff ensures that the company maintains its competitive edge in the global financial technology landscape.

Alphonse Valbrune, the Chief Legal Officer at CWAN, directs the legal and regulatory framework that governs the company's global operations. Valbrune manages all aspects of corporate governance, intellectual property protection, and compliance with international financial regulations. By providing legal guidance on the development and deployment of SaaS solutions, the Chief Legal Officer ensures that the company's investment data aggregation and reporting services meet the stringent requirements of institutional investors and government entities. Alphonse Valbrune also oversees contract negotiations and risk management strategies, safeguarding the firm's interests in complex financial markets. This leadership role involves collaborating with the executive team to navigate the legal complexities of expanding into new regions and product categories. Through proactive legal oversight, the Chief Legal Officer maintains the integrity and security of the company's platforms, ensuring that all services adhere to the highest standards of compliance and data protection in the financial technology industry.