Brian Stephens

Senior Pre-Sales Engineer

Brian works with current and prospective Clearwater clients to architect system solutions. In this role, Brian manages, develops, and directs solutions to day-to-day client operations, ensuring clients utilize the Clearwater system to its full potential and achieve streamlined investment accounting processes. Brian also seeks client feedback to enhance the Clearwater experience. Over the years, Brian has served in several roles working directly with Clearwater’s clients, including Statutory and GAAP Account Manager, Insurance Division Lead, and Director of Client Services. This experience gave him a broad perspective on the investment accounting and reporting market, how technology can solve problems, and how the Clearwater solution is uniquely positioned to help organizations.

 

In his free time, Brian enjoys spending time with his wife and two kids in the mountains: camping, boating, hunting, fishing, skiing, snowmobiling, four-wheeling, and hiking.

 

Brian has a bachelor’s degree in accounting from Boise State University.

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