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The Clearwater team is made up of a wide range of investment accounting experts, who attend industry events, work closely with industry leaders, monitor regulatory guidance, and gather feedback from Clearwater clients.

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Insurance Market Specialist

Richard has more than 15 years of insurance investment accounting experience. He is an expert in statutory accounting and investment systems and is Clearwater's liaison for the NAIC, NASVA, and the IASA. He has an MBA in finance from the University of Hartford and a bachelor's in accounting from York College of Pennsylvania.

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Insurance Lead

Robert has deep domain knowledge of insurers' accounting and reporting issues. He attends NAIC meetings and helps ensure the Clearwater solution proactively addresses regulatory changes. Robert has a master's degree in accountancy, and bachelor's degree in accounting from the University of Idaho.

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Product Owner, NAIC Filing

Diana helps insurers improve and streamline their investment accounting and reporting. Diana specializes in ensuring accurate and proactive communication of NAIC investment-related updates internally, and to Clearwater clients. She has a bachelor's in accounting and finance from Boise State University.

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Europe Insurance Specialist

Georgina is an expert on IFRS, UK GAAP, local European GAAPs and Solvency II, and works closely with Clearwater European-based clients. Georgina has a BCOM Honors in Accounting from the Nelson Mandela Metropolitan University of South Africa and is a fully qualified Chartered Accountant CA(SA).

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Product Manager

Sara works with Clearwater developers and data teams to incorporate best practices for data management. She has an MBA in finance from Northwest Nazarene University and a bachelor's in political science from Washington State University.

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Accounting Specialist

Sam is responsible for ensuring the Clearwater solution is in compliance with GAAP, IFRS, statutory, and tax accounting standards, as well as managing the development of new accounting features and enhancements. Sam has a bachelor’s in accounting from Brigham Young University.

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Europe Insurance Specialist

Tom specializes in supporting Clearwater's Europe- and Bermuda-based clients, and helps ensure their success with the Clearwater solution. He has deep domain knowledge on an array of financial reporting regulations, requirements, and best practices. Tom has a bachelor's in accounting and finance from Boise State University.

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Insurance Client Services Team Lead

Molly works with insurance clients to ensure they are making the most of the Clearwater solution for implementing industry best practices, streamlining their accounting, and receiving best-in-class support from client services. Molly has a master's in business from Boise State University and a bachelor’s in marketing and management from Iowa State University.

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Investment Manager Market Specialist

Ryan works closely with Clearwater product development and industry experts in order to stay up-to-date on investment managers' challenges and ensure the Clearwater product remains best-in-class. Prior to this role, Ryan was a Performance and Risk Analytics Specialist at Clearwater. Ryan has a bachelor’s degree in economics from Whitman College.

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Accounting Expert

Rhead provides accounting research, application of accounting best practices, and month-end support for Clearwater clients. He has 10 years of experience in investment accounting. Rhead has master’s in accountancy with a tax emphasis and a bachelor’s in accountancy from Boise State University.

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Institutions Solutions Specialist

Greg works closely with corporate clients and prospective clients in the California market to ensure that Clearwater is proactively meeting industry challenges. Greg received his bachelor’s in finance and business administration from Weber State University.

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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.

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Non-Traditional Asset Reporting Specialist

Zach implements new features and enhancements related to reporting on non-traditional asset classes. Zach has a master’s in business administration with an accounting focus from Keller Graduate School of Business, and a bachelor’s in finance from Boise State University.

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Insurance Solutions Specialist

Duncan is a Chartered Accountant and Insurance Reporting Specialist. He has worked as an account manager for Clearwater's largest insurance and investment manager clients. Duncan currently helps clients understand their reporting needs and the ever-changing regulatory landscape. Duncan has a BSc with Honours in Mathematics from Edinburgh University.

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Insurance Solutions Specialist

Ryan specializes in helping insurers solve their investment integration, reporting, and accounting challenges. He has a bachelor's in economics and business leadership from University of Puget Sound.

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Europe Market Specialist

Bryan helps Clearwater develop accounting and reporting solutions for insurers and other organizations in Europe and Bermuda. He works closely with clients, regulators, and software developers to ensure Clearwater’s solutions comply with country-specific and European regulations. Bryan has a bachelor's in finance and accounting from The College of Idaho.

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Non-Traditional Asset Investment Analyst

Jeff works with Clearwater developers and data teams to incorporate reporting best practices for non-traditional assets. He has a bachelor's in mathematics from the University of Idaho.

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Multinational Implementation Specialist

Ashish works with European-based clients, providing accounting and reporting expertise that helps them to maximize the value of the Clearwater solution. Ashish has a bachelor’s in applied accounting from Oxford Brookes University.

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Multinational Reporting Manager

Azra specializes in multinational reporting and data analysis. She manages implementations for new clients and helps solve complex client issues to ensure they make the most of their Clearwater solution. Azra has a bachelor's in finance and accounting from the College of Idaho.

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Investment Manager Solutions Specialist

Riley specializes in helping Clearwater clients maximize the efficiency of their investment accounting and reporting processes. Riley helps investment management firms and investment accounting teams implement industry best practices to streamline their operational processes and offers expert guidance on regulatory updates and industry changes. Riley has a bachelor’s in electrical and computer engineering from Boise State University.

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Insurance Solutions Specialist

Meg works with insurers to help them find ways to improve their investment accounting and portfolio reporting. Meg has a bachelor's in Psychology from California Polytechnic State University.

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Quality Assurance Analyst

Lauren specializes in providing continuous enhancements to the Clearwater product and improving client experiences. She helps improve features on the Clearwater solution and works closely with industry experts and client services team leads to implement updates and ensure the Clearwater system remains best-in-class. Lauren has a bachelor's degree in economics from Boise State University.

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