CWAN Executive and Leadership Team

Sandeep Sahai, the Chief Executive Officer at CWAN, directs the company's overarching strategy and operational execution. Sahai guides the firm's expansion in the financial technology sector, focusing on enhancing the Clearwater Prism SaaS-based data and reporting platform. This leadership involves driving innovation across product modules like Prism reporting, connectors, data ops, and managed services. Sahai ensures the company's offerings, including Clearwater JUMP, Clearwater LPx, and Clearwater MLx, meet evolving market demands for investment accounting, performance measurement, compliance monitoring, and risk analytics. The Chief Executive Officer's vision propels CWAN's mission to provide accurate, timely, and actionable investment data to insurers, investment managers, corporations, and institutional investors worldwide. Sandeep Sahai's strategic direction solidifies CWAN's position as a leader in automated investment data solutions.

Katherine Daugharty, the Chief of Staff, Office of the CFO at CWAN, provides strategic support and operational coordination within the finance function. Daugharty works closely with the Chief Financial Officer to enhance the efficiency and effectiveness of financial planning, analysis, and reporting processes. This role involves managing key initiatives and projects that impact the company's financial operations and strategic objectives. The Chief of Staff, Office of the CFO ensures alignment between financial strategies and the broader business goals of CWAN, particularly concerning its SaaS solutions for investment data. Katherine Daugharty's contributions are vital in optimizing financial performance and supporting the company's growth trajectory in the financial technology sector.

Katherine Bunderson, the Chief of Staff & Chief Financial Officer, Office of at CWAN, holds dual responsibility for strategic financial oversight and operational support within the CFO's office. Bunderson manages critical financial functions, including budgeting, forecasting, and financial reporting, ensuring the fiscal health of the organization. This leadership role involves driving financial strategy to support the growth and innovation of CWAN's SaaS platforms, such as Clearwater Prism. The Chief of Staff & Chief Financial Officer, Office of also coordinates key strategic initiatives, ensuring alignment across departments and optimizing resource allocation. Katherine Bunderson's comprehensive financial acumen and operational insight are essential for guiding CWAN's sustained success and market leadership in investment data solutions.

Subi Sethi, the Chief Operating Officer at CWAN, oversees the daily operations and service delivery of the company's SaaS solutions. Sethi ensures the seamless functioning of the Clearwater Prism platform, managing the intricate processes of data aggregation, reconciliation, and reporting for a global client base. This involves optimizing the performance of product modules such as Prism reporting, connectors, data ops, and managed services. The Chief Operating Officer's focus extends to enhancing the efficiency and reliability of solutions like Clearwater JUMP, Clearwater LPx, and Clearwater MLx, which cater to diverse financial entities. Subi Sethi's leadership guarantees that clients receive robust investment accounting, performance measurement, compliance monitoring, and risk analytics. Sethi drives operational excellence, supporting CWAN's commitment to delivering accurate and timely financial data.

Kirat Singh, the President, Risk & Alternatives at CWAN, leads the strategic development and market expansion for specialized solutions focused on risk management and alternative investments. Singh drives the innovation and delivery of services that cater to the unique needs of clients managing complex portfolios, including those involving mortgage loan investments and private funds. This involves enhancing capabilities within solutions like Clearwater MLx and Clearwater LPx, ensuring clients have access to precise data for informed decision-making, oversight, and reporting. The President, Risk & Alternatives focuses on strengthening CWAN's position in providing advanced risk analytics and comprehensive reporting for diverse asset classes. Kirat Singh's leadership ensures CWAN continues to offer cutting-edge solutions that address the evolving challenges in risk and alternative investment management globally.

Fleur Sohtz, the Chief Marketing Officer at CWAN, leads the company's global marketing strategies and brand development. Sohtz is responsible for articulating the value proposition of CWAN's SaaS solutions, including the Clearwater Prism platform, to a diverse range of financial institutions. This involves crafting compelling narratives around investment data aggregation, reconciliation, accounting, and reporting services. The Chief Marketing Officer drives initiatives to increase market awareness and demand for offerings such as Clearwater JUMP, Clearwater LPx, and Clearwater MLx. Sohtz ensures that marketing efforts effectively communicate the benefits of performance measurement, compliance monitoring, and risk analytics. Fleur Sohtz's expertise in market positioning strengthens CWAN's presence in the competitive financial technology landscape, attracting new clients and reinforcing existing relationships.

Scott Erickson, the Chief Revenue Officer at CWAN, directs all revenue-generating activities and sales strategies across the organization. Erickson is focused on expanding CWAN's market share by driving the adoption of its comprehensive SaaS solutions for investment data management. This includes promoting the Clearwater Prism platform and its various modules, such as Prism reporting, connectors, data ops, and managed services, to insurers, investment managers, and institutional investors. The Chief Revenue Officer oversees the sales teams responsible for delivering solutions like Clearwater JUMP, Clearwater LPx, and Clearwater MLx, which provide critical investment accounting, performance measurement, and risk analytics. Scott Erickson's leadership ensures that CWAN achieves its growth objectives by effectively connecting client needs with the company's innovative financial technology offerings.

Alphonse Valbrune, the Chief Legal Officer at CWAN, oversees all legal affairs and ensures regulatory compliance for the company's global operations. Valbrune provides expert counsel on matters related to corporate governance, contracts, intellectual property, and litigation, safeguarding CWAN's interests. This role is critical in navigating the complex legal landscape of the financial technology industry, particularly concerning SaaS agreements and data privacy regulations. The Chief Legal Officer plays a key part in structuring strategic partnerships and transactions, ensuring they align with legal requirements and business objectives. Alphonse Valbrune's guidance is instrumental in maintaining CWAN's integrity and fostering trust with clients and stakeholders worldwide, supporting the company's mission to deliver secure and reliable investment data solutions.

Cynthia Blendu, the Chief Administrative Officer at CWAN, manages the company's administrative functions and ensures efficient operational support across all departments. Blendu oversees critical areas such as human resources, facilities management, and corporate services, creating an environment conducive to productivity and employee engagement. This leadership role is vital in supporting the seamless delivery of CWAN's SaaS solutions, including the Clearwater Prism platform, by ensuring that internal processes are optimized. The Chief Administrative Officer plays a key part in implementing policies and procedures that enhance organizational effectiveness and support the company's strategic goals. Cynthia Blendu's dedication to operational excellence underpins CWAN's ability to serve its global client base with robust investment data aggregation, reconciliation, and reporting services.