CWAN Executive and Leadership Team

Sandeep Sahai, the Chief Executive Officer at CWAN, directs the overarching corporate strategy and long-term vision for the organization. Sahai oversees the expansion of the SaaS investment platform, ensuring the technology meets the complex needs of insurers and government entities. By aligning product development with market demands, the Chief Executive Officer drives growth across North American and international territories. This leadership role involves constant collaboration with the Board to maintain high standards of operational excellence and financial performance. Through the implementation of scalable business models, Sahai ensures the company remains a leader in automated investment data aggregation. The Chief Executive Officer prioritizes innovation to maintain a competitive edge in the financial software sector. Ultimately, Sandeep Sahai secures the future trajectory of the firm by fostering a culture of accountability and technological advancement.

Katherine Bunderson, the Chief of Staff & Chief Financial Officer, Office of at CWAN, manages the financial planning and administrative coordination within the executive office. Bunderson oversees the integration of financial reporting with strategic planning to support the company's growth objectives. By facilitating communication between the CFO and other departments, the Chief of Staff & Chief Financial Officer, Office of ensures that financial resources align with operational priorities. This role involves analyzing fiscal data to provide actionable insights for the leadership team. Katherine Bunderson coordinates high-level projects that impact the firm's overall financial stability and market position. The Chief of Staff & Chief Financial Officer, Office of monitors budget adherence and financial compliance across all business units. Through meticulous oversight of the office's operations, Bunderson supports the executive team in making informed decisions that drive long-term value for shareholders and clients.

Katherine Daugharty, the Chief of Staff, Office of the CFO at CWAN, directs the administrative and strategic functions within the finance department. Daugharty oversees the execution of key financial initiatives and ensures that the CFO's office operates with maximum efficiency. By managing complex projects related to investment accounting and reporting, the Chief of Staff, Office of the CFO supports the firm's commitment to data accuracy. This role involves coordinating with internal stakeholders to streamline financial processes and reporting cycles. Katherine Daugharty monitors the progress of departmental goals to ensure alignment with the company's broader financial strategy. The Chief of Staff, Office of the CFO facilitates communication across the organization to resolve operational bottlenecks. Through proactive management of the office's workflow, Daugharty enables the finance team to focus on delivering high-quality risk analytics and investment data solutions to global clients.

Subi Sethi, the Chief Operating Officer at CWAN, manages the daily execution of business processes and internal infrastructure. Sethi optimizes the delivery of the Clearwater Prism platform, ensuring seamless data reconciliation and reporting for institutional clients. By streamlining cross-functional workflows, the Chief Operating Officer enhances the efficiency of managed services and data operations. This role involves overseeing global service delivery teams to maintain high client satisfaction levels across diverse geographic markets. Subi Sethi monitors operational metrics to identify opportunities for process improvement and cost reduction. The Chief Operating Officer coordinates with other C-suite leaders to ensure that internal systems support the company's rapid growth and product evolution. Through rigorous oversight of service quality, Sethi guarantees that the firm provides accurate and timely data solutions to every client, regardless of the complexity of their investment portfolios.

Kirat Singh, the President, Risk & Alternatives at CWAN, leads the development and strategy for the company's specialized risk analytics and alternative investment solutions. Singh oversees the product roadmap for Clearwater LPx and MLx, ensuring these tools provide accurate data for private funds and mortgage loan investments. By focusing on the unique needs of alternative asset managers, the President, Risk & Alternatives drives innovation in risk reporting and servicer tracking. This role involves collaborating with the technology team to enhance the platform's capabilities for complex investment structures. Kirat Singh monitors market shifts in the alternative investment space to ensure the firm remains at the forefront of industry requirements. The President, Risk & Alternatives works with sales and marketing to communicate the value of these specialized solutions to global clients. Through technical leadership, Singh ensures the firm delivers superior risk management and oversight capabilities.

Fleur Sohtz, the Chief Marketing Officer at CWAN, architects the global brand strategy and market positioning for the company's suite of investment software. Sohtz drives demand generation initiatives that highlight the value of Clearwater JUMP and other specialized modules to investment managers and private banks. By analyzing market trends, the Chief Marketing Officer crafts messaging that resonates with institutional investors and corporate clients. This leadership role involves managing multi-channel campaigns to expand the company's footprint in international markets. Fleur Sohtz collaborates with product teams to ensure that marketing efforts accurately reflect the technical capabilities of the SaaS platform. The Chief Marketing Officer monitors competitive landscapes to refine outreach strategies and increase market share. Through strategic brand development, Sohtz elevates the firm's reputation as a premier provider of investment accounting and risk analytics solutions.

Scott Erickson, the Chief Revenue Officer at CWAN, leads the global sales organization and revenue growth strategies. Erickson oversees the acquisition of new enterprise clients, focusing on the adoption of Clearwater LPx and MLx solutions. By managing the sales pipeline and client relationships, the Chief Revenue Officer ensures consistent financial performance across all business segments. This role involves aligning sales teams with the company's broader mission to provide comprehensive investment data solutions. Scott Erickson works closely with the product and marketing departments to tailor offerings for specific institutional needs. The Chief Revenue Officer monitors regional sales performance to optimize resource allocation and drive expansion in key markets. Through the development of high-performing sales processes, Erickson secures long-term partnerships with insurers and corporations. Ultimately, the Chief Revenue Officer maintains the firm's financial health by consistently meeting aggressive growth targets.

Cindy Blendu, the Chief Administrative Officer at CWAN, manages the internal corporate infrastructure and administrative policies that support the company's global operations. Blendu oversees human resources, facilities, and internal communications to ensure a productive work environment. By implementing scalable administrative systems, the Chief Administrative Officer enables the firm to maintain high standards of service delivery across all regions. This role involves coordinating with other C-suite leaders to align administrative support with the company's growth trajectory. Cindy Blendu monitors organizational health and employee engagement to foster a culture of excellence. The Chief Administrative Officer manages the logistical aspects of the company's expansion, ensuring that internal processes remain robust as the business scales. Through the optimization of administrative functions, Blendu provides the necessary foundation for the firm to deliver its specialized investment data and reporting solutions to institutional clients worldwide.

Alphonse Valbrune, the Chief Legal Officer at CWAN, directs the legal strategy and regulatory compliance framework for the company. Valbrune oversees all contractual obligations, intellectual property protection, and corporate governance matters. By navigating the complex regulatory landscape of the financial software industry, the Chief Legal Officer ensures that the firm operates within legal boundaries across all international markets. This role involves advising the executive team on risk management and legal implications of new product launches. Alphonse Valbrune manages relationships with external counsel and regulatory bodies to protect the company's interests. The Chief Legal Officer monitors changes in financial regulations to proactively adjust internal policies. Through the diligent application of legal expertise, Valbrune safeguards the firm's reputation and supports the secure delivery of investment data and reporting services to institutional investors and government entities.