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Client Services Director

Brian is Director of the Clearwater Client Services team. In this role, Brian manages Clearwater’s day-to-day servicing operations, ensuring clients utilize the Clearwater solution to its full potential through streamlining investment accounting processes and seeking feedback to enhance the Clearwater experience. Over the years, Brian has served in several roles working directly with Clearwater's clients, including Insurance Division Lead and as Statutory and GAAP account manager. Brian has a bachelor’s in accounting from Boise State University.