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 Clearwater Prism platform maintains its competitive edge in the SaaS investment market. By coordinating cross-functional teams, the Executive Director optimizes internal processes to support the company's expansion into international territories. Aparna Mehta also monitors the integration of new product modules, such as Clearwater JUMP, to ensure seamless delivery for institutional clients. This leadership role requires constant collaboration with the Board to refine long-term growth trajectories. Through rigorous oversight of strategic projects, the Executive Director drives efficiency across the organization, ultimately strengthening the market position of the firm while maintaining the high standards of accuracy required for complex investment accounting and reporting services.

Pedro Piccoli, the Chief of Staff To the Chief Executive Officer and Head of Corporate Strategy at CWAN, architects the long-term vision and strategic roadmap for the organization. Piccoli directs the analysis of market opportunities, focusing on how the company can further leverage its SaaS platform to serve insurers and government entities. By facilitating communication between the Chief Executive Officer and the leadership team, the Head of Corporate Strategy ensures that all departments remain aligned with the core mission of providing accurate investment data. Pedro Piccoli also evaluates potential partnerships and acquisitions that could enhance the capabilities of Clearwater JUMP or MLx. This role involves synthesizing complex market data into actionable insights that guide the firm's growth in the United States and international markets. Through rigorous strategic planning, the Head of Corporate Strategy drives the evolution of the company's business model, ensuring sustained competitive advantage and operational excellence.

Katherine Daugharty, the Chief of Staff, Office of the CFO at CWAN, directs the operational rhythm and financial planning processes within the finance department. Daugharty manages the coordination of fiscal reporting and budgeting, ensuring that the company maintains the financial rigor required for its SaaS investment accounting services. By supporting the Chief Financial Officer, the Chief of Staff facilitates the execution of capital allocation strategies that drive growth across the firm's product lines, including Clearwater Prism and LPx. Katherine Daugharty also oversees the integration of financial data across various departments to ensure transparency and accuracy in corporate reporting. This role involves constant collaboration with other executive offices to align financial resources with strategic priorities. Through the management of key financial initiatives, the Chief of Staff ensures that the organization remains well-positioned to meet the demands of institutional investors and government entities in both domestic and international markets.

Katherine Bunderson, the Chief of Staff & Chief Financial Officer, Office of at CWAN, directs the administrative and financial governance functions that support the company's SaaS operations. Bunderson manages the intersection of executive oversight and financial accountability, ensuring that the firm's investment accounting and reporting services remain profitable and scalable. By coordinating the activities of the Office of the CFO, the Chief of Staff & Chief Financial Officer, Office of ensures that all fiscal policies align with the company's mission to provide accurate data to institutional investors. Katherine Bunderson also monitors the financial performance of product modules like Clearwater JUMP and MLx, providing insights that guide resource allocation. This role involves close collaboration with the leadership team to maintain the financial health of the organization. Through the rigorous management of administrative and financial workflows, the Chief of Staff & Chief Financial Officer, Office of drives operational efficiency and supports the firm's long-term growth objectives.

Subi Sethi, the Chief Operating Officer at CWAN, oversees the global delivery of investment data aggregation and reconciliation services. Sethi directs the operational infrastructure that powers the Clearwater Prism platform, ensuring that insurers and corporations receive timely, accurate financial reporting. By scaling internal systems, the Chief Operating Officer enhances the performance measurement and compliance monitoring capabilities offered to institutional investors. Subi Sethi also manages the deployment of Clearwater LPx and MLx solutions, focusing on operational excellence to drive client satisfaction. This role involves constant interaction with technical teams to refine the trade life cycle solutions provided to private banks and investment managers. Through the optimization of managed services, the Chief Operating Officer ensures that the company maintains its reputation for reliability in the United States and international markets. Sethi secures operational stability by aligning resource allocation with the evolving demands of the complex financial landscape.

Fleur Sohtz, the Chief Marketing Officer at CWAN, architects the global brand strategy and market positioning for the company's suite of SaaS investment solutions. Sohtz directs all demand generation and communication efforts to highlight the value of Clearwater Prism, JUMP, and LPx platforms to institutional investors and government entities. By analyzing market trends, the Chief Marketing Officer crafts messaging that emphasizes the accuracy and efficiency of the firm's automated accounting and reporting services. Fleur Sohtz also leads the expansion of brand awareness across North American and international markets, ensuring that the company remains the preferred choice for complex investment data management. This leadership role involves close collaboration with product teams to translate technical innovations into compelling market narratives. Through strategic campaigns, the Chief Marketing Officer drives lead acquisition and supports the overall growth objectives of the firm, effectively communicating the impact of the company's technology on the financial industry.

Scott Erickson, the Chief Revenue Officer at CWAN, directs the global sales strategy and client acquisition efforts for the company's investment accounting and reporting platforms. Erickson manages the sales pipeline for Clearwater Prism, JUMP, and MLx, ensuring that institutional investors and corporations receive tailored solutions for their specific data needs. By overseeing the expansion of the client base in the United States and abroad, the Chief Revenue Officer drives consistent revenue growth and market penetration. Scott Erickson also coordinates with the account management teams to ensure long-term retention and the successful adoption of new product modules. This role requires deep engagement with the C-suite to align sales targets with the broader corporate strategy. Through the implementation of data-driven sales processes, the Chief Revenue Officer optimizes the conversion of prospects into long-term partners, ultimately securing the financial health of the firm while expanding its footprint in the competitive SaaS finance sector.

Cindy Blendu, the Chief Administrative Officer at CWAN, directs the internal infrastructure and organizational processes that enable the company to deliver its SaaS investment solutions. Blendu manages the administrative functions that support the firm's workforce, ensuring that teams have the resources necessary to maintain the Clearwater Prism platform. By overseeing corporate facilities and internal operations, the Chief Administrative Officer creates an environment conducive to innovation and high-performance service delivery for insurers and corporations. Cindy Blendu also coordinates with other C-suite leaders to implement policies that enhance organizational culture and operational efficiency. This role involves managing the logistical aspects of the company's growth in the United States and international markets. Through the optimization of administrative workflows, the Chief Administrative Officer ensures that the firm remains agile and responsive to the needs of its institutional clients, ultimately supporting the company's mission to provide accurate and timely investment data.

Alphonse Valbrune, the Chief Legal Officer at CWAN, directs the legal and regulatory strategy for the company's global SaaS operations. Valbrune manages the compliance framework that governs the firm's investment accounting, reconciliation, and reporting services, ensuring adherence to international standards. By overseeing the legal aspects of product development for Clearwater Prism, JUMP, and MLx, the Chief Legal Officer mitigates risk and protects the company's intellectual property. Alphonse Valbrune also leads the negotiation of complex contracts with institutional investors, corporations, and government entities, ensuring that all agreements support the firm's business objectives. This role involves constant interaction with the Board and executive leadership to navigate the evolving regulatory landscape in the United States and abroad. Through the proactive management of legal affairs, the Chief Legal Officer ensures that the company maintains its reputation for integrity and reliability while continuing to drive innovation in the financial technology sector.