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Patryk Carwinski, CFA
Assistant Portfolio Manager
AAM - Insurance Investment Management
Supporting a Smart Infrastructure Behind Your Client Service Model
J.P. Morgan Asset Management, Global Insurance Solutions
Wheatley Garner, vice president, is a member of J.P. Morgan Asset Management’s Global Insurance Solutions team. His role is to provide subject matter expertise and analysis on insurance regulation and global accounting standards that impact clients’ investment strategies and financial reporting requirements. He also oversees J.P. Morgan’s investment accounting outsourcing business, which complements the firm’s broader investment management solutions, and separately, is active with notable industry groups that help to improve the interaction between insurance regulators, standard-setters and insurance companies. Prior to joining J.P. Morgan, Wheatley was an accounting manager at AIG, where he oversaw the investment accounting division for the firm’s property & casualty operations in North America and holds a B.S. in Accounting from Kutztown University.
What to Expect When You’re Expecting the Current Expected Credit Loss Model
Vice President, Operations
Public Trust Advisors
Jen serves as Public Trust Advisors’ Vice President of SMA Client Onboarding and Operations.
Her role at Public Trust encompasses the setup and onboarding process for all separately managed accounts, including providing Clearwater training and support to PTA’s clients.
Jen has over 20 years of industry experience in fixed income securities for local government entities and servicing Local Government Investment Pools (LGIPs). Prior to joining Public Trust, Jen worked with Cutwater Asset Management and has extensive experience in compliance, trade settlement, repurchase agreements, portfolio oversight and accounting operations.
How I Use Clearwater: Investment Manager Focus
Executive Director, Investment Specialist
J.P. Morgan Asset Management
Anda Halilaj is an investment specialist in the U.S. Short Term Fixed Income Group within the Global Liquidity business. An employee since 2007, she focuses on short-term taxable and tax-aware fixed income strategies. Anda began her career as a credit analyst in commercial middle-market banking at HSBC Bank USA. She earned a B.S.B.A. in finance and international business from Georgetown University and holds Series 3, 7 and 63 licenses.
Treasury Today: The Big Issues Your Peers are Talking About
Gary LeBlanc, CPA
Chief Operating Officer
P.R.P. Performa Ltd
Gary is P.R.P. Performa Ltd’s (Performa) Chief Operating Officer, a member of the Executive Management Team and sits on the board of the Performa family of mutual funds. Gary was previously the firm’s Chief Compliance Officer and has over 20 years’ experience in the investment and accounting industries. Gary has responsibility over all operational matters of Performa, and its funds, across multiple office locations and jurisdictions. Prior to joining Performa, Gary was an auditor at Deloitte & Touche Tohmatsu International (Bermuda) and Deloitte & Touche LLP (Los Angeles) specializing in audits of investment companies, on and off-shore mutual and hedge funds, trusts and captive insurance management. Gary graduated from Pepperdine University with a Bachelor of Science degree in Accounting and has earned the Certified Public Accountant designation.
Leveraging Integrated Middle and Back Office Tools
Dan Matusiewicz, CCMT, CFIP
City of Newport Beach
Dan has more than 25 years of experience in municipal finance & accounting. Before accepting a position at the City of Newport Beach, Dan started his career in public accounting, auditing local governments throughout California. He is currently the Finance Director/Treasurer of the City of Newport Beach overseeing a $300 million annual budget and a $250 million investment portfolio.
He is a frequent speaker at local government conferences and webinars including California Society of Finance Officers (CSMFO), California Municipal Treasurer’s Association (CMTA), Government Investment Officers Association (GIOA), State Association of County Auditors (SACA), California Public Employers Labor Relations Association (CalPELRA) and the CalPERS Education Forum.
He is a graduate of the Leavey Business School at Santa Clara University and holds a Bachelor’s of Science degree in Accounting. He is Certified California Municipal Treasurer (CCMT), a Certified Fixed Income Professional (CFIP) and the past President of the California Municipal Treasurer’s Association (CMTA).
How I Use Clearwater: Public Sector Focus
Chief Operating Officer
Hodges Capital Management
Brett is Hodges Capital Management’s Chief Operating Officer and has over 25 years of experience across the brokerage, mutual fund, and SMA industries. Brett is responsible for all aspects of Hodges Capital’s business, outside of research and portfolio management.
Prior to joining Hodges Capital, Brett was a consultant with Envestnet Financial Technologies, SVP of Operations with Placemark Investments (a leader in unified managed accounts and tax overlay, acquired by Envestnet in 2014), and a Vice President with JPMorgan. Brett graduated from the University of Massachusetts – Amherst with a bachelor's in history and is currently regretting letting his Series 7 and 24 licenses expire.
How I Use Clearwater: Investment Manager Focus
Emily is responsible for recruiting skilled candidates across multiple disciplines to fill roles in accounting, finance, data, software development, and other areas within Clearwater. She is involved in sourcing, qualifying, attracting and hiring both passive and active candidates and works closely with internal hiring managers to achieve their recruiting and talent objectives.
Emily gained experience in human resources and talent acquisition at other SaaS companies before joining Clearwater and earned a bachelor’s degree in organizational communication and anthropology from Boise State University.
Rebecca is a Product Manager responsible for Clearwater’s company roadmap. She manages the Product Management team that defines requirements for all development projects at Clearwater. Previously, she worked on defining and prioritizing new features and enhancements related to Clearwater’s security master file data.
Rebecca has a BA in mathematics and Spanish literature from Dartmouth College.
Ryan Brassey, CFA
Insurance Solutions Specialist
Ryan has been with Clearwater since 2010, working primarily with insurers to identify their investment accounting and reporting needs. He has deep knowledge of how to improve processes and works with teams to ensure they receive the highest quality investment accounting and reporting available.
Ryan has a bachelor's in economics and business leadership from the University of Puget Sound and is a CFA charterholder.
Ryan spends his free time with his wife and three children. He and his wife enjoy sharing their hobbies and passions as a family, especially skiing and tennis.
Emily Brawley, CPA
Insurance Division Lead
Emily helps Clearwater insurance clients improve the efficiency and accuracy of their investment and accounting operations and processes, and ensures that they are optimizing their use of the Clearwater solution. Emily’s experience working closely with insurers gives her a unique view into their industry-related challenges, best practices, and trends. Prior to her role as the head of Clearwater’s insurance client servicing, Emily worked as both an account manager and team lead for a number of large and complex Clearwater insurance clients. She has extensive experience in asset types, multi-currency support with multiple exchange rate sources, upstream and downstream system integration, and complex accounting and close processes.
Emily is a volunteer on the national level for the Insurance Accounting & Systems Association (IASA) and serves as a member on the e-Learning committee and membership committee. Emily also serves as the Strategic Chair of the e-Learning Committee for the 2017/2018 IASA year. Emily has spoken at several regional IASA conferences, and she is frequently sought after because of her accounting and insurance expertise. Emily recently made the short list for the Waters’ Women in Technology and Data Awards 2018.
Emily is a certified public accountant and has a master’s in accountancy and a bachelor’s in accounting and finance from Gonzaga University. Outside of work, you can find Emily waterskiing or wakeboarding on one of Idaho’s lakes or reservoirs. She is a die-hard bulldog and continues to cheer on the Zags!
Senior Investment Management Solutions Consultant
Ben joined Clearwater in 2014 and serves as a Senior Investment Management Solutions Consultant. In this role, Ben provides technical knowledge of relevant market changes, updates, and insights into how the Clearwater product offering solves market-specific challenges. Prior to this position, Ben worked within the Client Services department and helped users optimize their use of the Clearwater solution.
Ben is a guitarist with a deep appreciation for acoustic blues music and enjoys attending concerts. He has lived seven years of his life in foreign countries and speaks Spanish fluently. Ben has a bachelor's degree in international relations from Brigham Young University.
Internal Audit Manager
Katie works cross-functionally within Clearwater to identify, mitigate, and communicate risks. She works closely with Clearwater’s leadership teams, clients, and external auditors to improve the client’s understanding of Clearwater’s processes and controls.
Katie began her career in audit at BDO in Spokane, Washington. She later relocated to Boise to work for KPMG in both audit and advisory.
Katie has a bachelor’s degree in accounting and a bachelor’s degree in finance from the University of Idaho.
Global Head of Delivery - Large Implementations
Michael recently joined Clearwater as the Global Head of Delivery. He is chartered with building out a dedicated team of program managers and analysts to work on and deliver large scale implementations at Clearwater. Part of this build-out includes incorporating a consistent and standardized framework for all program managers to use as a baseline for their client implementations.
Michael comes with over 30+ years of Delivery and Program Management experience working with Investment Banks and Insurance Companies.
Michael has a Bachelor of Science in Business Administration from the University of Buffalo along with a MBA from Hofstra University.
Director of Talent Acquisition
Tanuja has more than 20 years of experience leading global teams across diverse business lines. Her focus has been on leading global organizations with talent acquisition strategies, contingent workforce planning, and leadership development. Tanuja is a thought leader in developing strategies that lead to enhanced candidate experience, building talent pipeline, developing alternate sourcing avenues, talent and employer branding, analytics, diversity and inclusion by building best-in-class talent acquisition teams that focus on delivering the best talent there is.
Tanuja has a bachelor’s degree from Delhi University and an MBA from Birla Institute of Technology.
Rhead Hatch, CPA
Product Owner, Accounting
Rhead ensures that Clearwater’s investment accounting module is up-to-date with current compliance requirements and maintains accounting basis guidelines. Rhead helps implement new accounting functions into the Clearwater system and assists developers with outlining new product enhancements.
Rhead has been a part of the Clearwater team since 2006 and has worked directly with many Fortune 500 companies to integrate Clearwater’s accounting product into their processes.
Rhead has a master’s in accounting with a specialty in tax and a bachelor’s in accounting from Boise State University.
Trish works with Clearwater’s insurance clients to ensure they are making the most of the Clearwater solution for their investment accounting and reporting needs. She works with accounting teams to improve processes, provide proactive support, and build and maintain client relationships with best-in-class support.
Trish began her career at Clearwater as an analyst in 2016 and was promoted to account manager that year.
Trish has a bachelor's degree in accounting from Boise State University.
Sam Hobbs, CPA
Product Owner, Accounting
Sam ensures the Clearwater solution is in compliance with applicable regulatory guidelines. Since joining Clearwater in 2013, Sam has worked closely with industry experts, client services team leads, and the Clearwater development team to implement enhancements and new features to ensure the Clearwater system remains best-in-class.
Prior to joining Clearwater, Sam was an audit manager at PwC in Atlanta. He worked closely with clients in the insurance, investment management, and real estate industries as a member of the financial services group.
Sam is a certified public accountant and has a bachelor’s in accounting from Brigham Young University.
Sam is an avid golfer. He especially enjoys the outdoors and spending time with his wife and four boys.
Owen is an Implementation Specialist and has been with Clearwater since 2013. In this role, he is responsible for guiding clients through the process of implementing and converting to the Clearwater solution. Previously, Owen was an account manager, helping clients navigate their day-to-day reporting and operational challenges. This experience gave him valuable exposure to clients' daily use of the Clearwater system, enabling him to provide insightful guidance to new users who are working to use Clearwater to its fullest potential.
Owen loves to play the piano and enjoys playing all kinds of volleyball. He has a bachelor's degree in finance from Brigham Young University.
Director of Implementation Programs
Michael is an experienced fintech professional with deep knowledge of investment accounting, compliance policy monitoring, performance measurement, and portfolio risk analytics. In his current role, Michael empowers top-performing teams of program managers, data migration specialists, investment reporting analysts, and subject matter experts to implement Clearwater’s SaaS solution for some of the largest corporations, insurers, and investment managers in the world. Client success is Michael’s number one priority, with shortening delivery timeframes and developing scalable processes as additional areas of focus.
Michael has a bachelor’s degree in finance from the University of Idaho.
Senior Solutions Engineer
Summer works with Product Development and Sales to ensure industry feedback is incorporated into Clearwater’s product offering. She also ensures our Solutions Engineers, Consultants, and Sales staff are informed of new product functionality and the value it will provide clients and prospective clients. In addition, Summer leads our Senior Solutions Engineering and Consulting team, serves as an expert resource for her knowledge of asset classes, and is a key voice in the Insurance Market Council that drives the company strategy for the insurance industry.
Summer has been involved with many departments at Clearwater in her seven-year tenure. She previously served as the Product Owner for software development of alternative and complex asset class reporting, where she was responsible for the research and implementation of new features and enhancements directly related to the reporting of complex asset classes.
After moving often with a military family, Summer has enjoyed settling down in the up-and-coming tech hub of Boise. When she isn’t problem-solving with her colleagues in Clearwater’s headquarters in downtown Boise, she spends time with her family horseback riding, enjoying the outdoors, and living the simple life on their small ranch just north of Boise.
Summer has a master’s and bachelor’s degree in mathematics from Boise State University.
Treasury Solutions Expert
Cody Lott has worked for the past two years as a treasury solutions expert for Clearwater. Prior to his time at Clearwater, Cody worked for Micron Technology as a senior treasury analyst. During Cody’s time at Micron, the portfolio grew to $8 billion and then back down to $3 billion due to acquisitions. Cody managed a group of nine external asset managers at the height of the portfolio. He also assisted in the implementation of Kyriba (treasury management system), while at Micron
Cody spends the majority of his free time in the Idaho outdoors with his wife, family, and friends. In addition to riding snowmobiles for pleasure, Cody also started an organization dedicated to keeping lands public called Sum+It Riders, and he serves on the board of the Idaho State Snowmobile Association. A personal goal of his is to ensure future generations have the opportunity to enjoy the back country.
Cody has an MBA from Boise State University as well as degrees in accounting and finance.
Corporate Treasury Division Manager
Elise spent four years in wealth management at a Northwest regional trust bank. In search of a new challenge, she moved to Clearwater in early 2014, and over the past five years has spent time in the Insurance, Investment Management, and Corporate Treasury divisions of Client Services. Elise spent the past three and a half years working with strategic investment managers, and at the end of 2018, moved to Corporate Treasury as division manager.
Elise received her Bachelor of Science in economics from Whitworth University with minors in accounting and French language.
Asset Management Principal
As Clearwater’s Asset Management Principal, Len is a leader of the asset management product and client strategies. As a staunch champion and thought leader of optimized technical architectures, best in class reporting and next generation analytics, Len works to position Clearwater’s asset management offering as vital for a seamless reporting foundation across physical and digital channels.
With over 18 years of financial services experience and a deep asset management pedigree, Len has a deep understanding of the alpha management struggles rooted in complex regulatory, operational and technical structures. Most notable, Len was a Managing Director and Chief Operating Officer with J.P. Morgan’s, Bear Stearns’ and BNY’s Investment Management businesses.
Len earned his B.A. in Economics from Montclair State University and his M.A. in Information Management from Stevens Institute of Technology.
Bradley works with Clearwater users to understand their use of the system, tailor trainings, and enhance their Clearwater experience.
Bradley has a Master’s of business administration and a bachelor’s in entrepreneurial management from Boise State University.
Investment Reporting Specialist
Brian Slattery has been with Clearwater since February of 2011. He works primarily with prospective clients to identify areas for improvement related to investment accounting and portfolio reporting. With a strong understanding of the prevalent market needs and how treasury teams can improve their overall investment portfolio processes, Brian adds great value to the Clearwater team.
Prior to Clearwater, Brian spent 6 years as the Vice President specializing in Institutional accounts for Merrill Lynch and Morgan Stanley Private Wealth Management. Brian graduated from the United States Merchant Marine Academy. He also holds the Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards, Inc.
Brian is a former Lieutenant Commander in the United States Navy Reserve. He served as an officer on U.S. Merchant Vessels operating in support of the Department of Defense before, during, and after Operation Iraqi Freedom and Operation Enduring Freedom. He was awarded several distinguished medals for service.
Team Lead, Client Services Insurance
Kate is a Team Lead in Clearwater's insurance client servicing division. She works with her team of account managers and analysts to ensure Clearwater clients are solving their investment accounting and reporting needs. She has deep knowledge of how to improve processes and works with teams to ensure they receive the highest quality investment accounting and reporting available.
Kate has a bachelor's degree in business and international political economy from College of Idaho.
Laray is an Implementation Specialist in Clearwater’s Investment Management and Corporate space. In this role, Laray acts as a project manager bringing asset managers and corporations on to the Clearwater platform. As an Implementation Specialist, Laray is responsible for ensuring a successful and complete integration of Clearwater’s solution for the various clients she works with. Laray is also a Compliance Subject Matter Expert and leads many internal and external compliance trainings.
Laray has been with Clearwater since August of 2017. She began her career at Clearwater as a Client Services analyst in the Investment Management space before being moving to an Account Management position. As an Account Manager, Laray worked with many investment managers assisting with their day to day operations and use of the Clearwater platform. Through this experience, Laray became very familiar with the operations, reporting needs and organization within the investment management industry.
Laray enjoys traveling, volunteering, good food, and great people. She has volunteered in several countries including Jamaica, Ethiopia and Costa Rica.
Laray graduated from Boise State University with Bachelor’s of Business Administration degrees in Finance and Marketing.
Investment Reporting Specialist
Alex works with Clearwater’s partners to ensure they are effectively leveraging the solution to streamline their operations and grow their businesses. Alex directly supports the sales, operations, and portfolio management groups of these clients, working closely with Clearwater’s own Client Services team to ensure successful adoption and implementation.
Alex has worked in various capacities in the financial services sector since graduating from Bates College in 2004. He is based in Connecticut.
Ben is a Team Lead in Clearwater's investment management client servicing division. Ben works with his team to manage the relationship with Clearwater’s investment management clients and partners. He empowers his clients to use Clearwater as a means to scale and centralize their operations, allowing them to manage their growth while minimizing overhead, expenses, and cost. Prior to his current role, Ben had worked in both the corporate treasury and insurance spaces in various client servicing roles.
Ben has a bachelor's degree in political economy and a minor in Asian studies from the College of Idaho. He’s not too shabby of a soccer player and spent six months in Mongolia working for an anti-corruption firm on a project funded by the Australian government and the Asia Foundation prior to his career at Clearwater.
Sabrina Wilson, CPA, FLMI
Sabrina serves as a product owner for regulatory filings at Clearwater. In this role, she works with internal teams for the ongoing enhancement of NAIC reports. Sabrina has over 15 years of statutory accounting and reporting experience and uses her background to communicate industry best practices and comment on regulatory guidance and procedures. She also handles complex statutory accounting and analytics questions posed by our user community.
Sabrina is a certified public accountant, has earned the designation of Fellow, Life Management Institute (FLMI), and has a master's degree in accounting and taxation from Boise State University.
Luther specializes in providing continuous enhancements to the Clearwater product and improving client experiences, particularly relating to the areas of portfolio and composite performance reporting. Since joining Clearwater in 2014, Luther has worked closely with industry experts, client service team leads, and the Clearwater development team to implement updates and new features for Clearwater.
Luther loves Idaho’s outdoor scene! When he isn’t enjoying the views of the Boise foothills from Clearwater’s headquarters, he is hiking, trail running, or cycling.
Luther has a master’s degree in statistics from the University of Maryland, College Park and a bachelor’s degree in mathematics from Frostburg State University.
Dillon is responsible for delivering the combined, integrated offering of Clearwater to investment managers. Dillon works closely with Clearwater’s investment management partners to implement operational best practices and improve their end-client reporting experience.
Dillon has a BBA in finance from Boise State University.
Insurance Team Lead
John works with insurance clients to understand their specific investment accounting needs and enhance their Clearwater experience. John empowers his clients from implementation onward, with a focus on learning the full scope of individual client intricacies. He supports clients through virtual and onsite trainings and specialized assistance with regulatory filings, GL integration, STAT guidance, and more.
John has a bachelor’s in finance with a minor in accounting from the University of Idaho.