CWAN Executive and Leadership Team

Sandeep Sahai, the Chief Executive Officer at CWAN, directs the company's overall strategic vision and operational execution. Sahai guides the enterprise in its mission to provide automated investment data aggregation, reconciliation, accounting, and reporting services. This leadership involves steering the development and deployment of the Clearwater Prism SaaS-based data and reporting platform, ensuring its continued evolution to meet the complex needs of insurers, investment managers, corporations, institutional investors, and government entities. The Chief Executive Officer's focus remains on driving growth, enhancing market position, and fostering a culture of innovation across all departments. Sandeep Sahai is pivotal in shaping the company's trajectory within the competitive financial technology landscape, ensuring robust client solutions and sustained business expansion.

Katherine Bunderson, the Chief of Staff & Chief Financial Officer, Office of at CWAN, provides strategic financial leadership and operational support. Bunderson oversees the financial planning, analysis, and reporting functions critical to CWAN's sustained growth and profitability. This role involves close collaboration with executive leadership to align financial strategies with the company's overall business objectives, particularly concerning its SaaS solutions for investment data management. The Chief of Staff & Chief Financial Officer, Office of also contributes to operational efficiency and strategic project management, ensuring resources are allocated effectively across departments. Katherine Bunderson's oversight is essential for maintaining financial integrity and supporting the company's expansion in the global financial technology market.

Katherine Daugharty, the Chief of Staff, Office of the CFO at CWAN, supports the Chief Financial Officer in strategic financial operations and administrative oversight. Daugharty facilitates the execution of financial strategies, ensuring alignment with CWAN's business goals and the effective delivery of its investment data SaaS solutions. This role involves managing key financial projects, coordinating cross-departmental initiatives, and enhancing the efficiency of financial reporting and analysis processes. The Chief of Staff, Office of the CFO contributes to the robust financial management required for CWAN's operations, supporting its mission to provide automated investment data aggregation, reconciliation, accounting, and reporting services. Katherine Daugharty's efforts are vital for maintaining financial discipline and supporting strategic decision-making.

Subi Sethi, the Chief Operating Officer at CWAN, manages the company's day-to-day operational functions and service delivery. Sethi oversees the execution of CWAN's SaaS solutions, ensuring the seamless aggregation, reconciliation, accounting, and reporting of investment data for clients worldwide. This involves optimizing the performance of the Clearwater Prism platform and its associated modules, including Prism reporting, connectors, data ops, and managed services. The Chief Operating Officer's focus is on driving operational efficiency, maintaining high standards of service quality, and supporting the scalability of the business to meet increasing client demand. Subi Sethi is instrumental in ensuring the reliability and effectiveness of CWAN's technology infrastructure and client support operations.

Kirat Singh, the President, Risk & Alternatives at CWAN, leads the strategic development and delivery of specialized solutions for risk management and alternative investments. Singh directs the innovation and market expansion of offerings designed to address the complex data and reporting needs of clients in these sophisticated financial sectors. This involves enhancing capabilities within the Clearwater Prism platform and developing new functionalities to support advanced analytics, compliance monitoring, and portfolio oversight for risk and alternative asset classes. The President, Risk & Alternatives is focused on driving growth and client success by providing cutting-edge technology and expert insights. Kirat Singh's leadership ensures CWAN remains at the forefront of serving the evolving demands of the risk and alternatives investment landscape.

Scott Erickson, the Chief Revenue Officer at CWAN, spearheads all revenue-generating activities and global sales strategies. Erickson oversees the expansion of client relationships and the acquisition of new business across diverse financial sectors, including insurance, investment management, and institutional investing. The Chief Revenue Officer's responsibilities encompass driving market penetration for CWAN's comprehensive SaaS solutions, such as the Clearwater Prism platform and specialized offerings like Clearwater JUMP, Clearwater LPx, and Clearwater MLx. Scott Erickson ensures alignment between sales efforts and the company's product development roadmap, maximizing revenue streams and client value. This role is critical in translating market demand into tangible business growth and solidifying CWAN's presence in both domestic and international markets.

Fleur Sohtz, the Chief Marketing Officer at CWAN, directs the company's global marketing initiatives and brand strategy. Sohtz is responsible for articulating the value proposition of CWAN's advanced investment data solutions to a broad spectrum of financial clients. This includes overseeing market research, demand generation, product marketing, and corporate communications to enhance brand visibility and market leadership. The Chief Marketing Officer plays a key role in shaping the narrative around CWAN's technological innovations, such as its SaaS platform and specialized modules for investment accounting, reporting, and risk analytics. Fleur Sohtz ensures that marketing efforts effectively support sales objectives and contribute to the company's sustained growth and reputation within the financial services industry.

Alphonse Valbrune, the Chief Legal Officer at CWAN, directs all legal affairs and ensures regulatory compliance across the organization. Valbrune oversees the legal framework supporting CWAN's global operations, including its SaaS solutions for investment data management, and advises on corporate governance matters. This leadership role involves managing contracts, intellectual property, litigation, and compliance with financial regulations in the United States and internationally. The Chief Legal Officer's responsibilities are critical for mitigating legal risks and safeguarding the company's interests as it expands its client base and service offerings. Alphonse Valbrune ensures that CWAN operates within all applicable legal parameters, supporting its mission to deliver secure and reliable financial technology solutions.

Cynthia Blendu, the Chief Administrative Officer at CWAN, oversees the company's administrative functions and internal operations. Blendu ensures the efficient management of resources and the smooth functioning of daily business activities that support CWAN's core mission of providing automated investment data solutions. This includes managing facilities, human resources administration, and other essential support services that enable the workforce to deliver on client needs. The Chief Administrative Officer plays a crucial role in fostering a productive work environment and implementing policies that enhance operational effectiveness across the organization. Cynthia Blendu's oversight contributes significantly to the overall stability and operational capacity of CWAN.