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.
Clearwater wouldn’t be what it is today without the collaborative relationships we enjoy with our clients. During this season of gratitude, we thank you for the trust you place in us, and for the valued feedback about how Clearwater can better help you in your daily processes.
Thank you for letting us be a part of your team!
“It’s completely thanks to our clients that we’re able to do the work that we love at Clearwater. Because of our clients, we’re able to continually make improvements and better our product. I appreciate the questions and feedback we’ve received from our clients, all of which help us to better understand how we can provide value and make their lives easier.”
Sam Fields, Product Management, Insurance
“I am thankful for clients who provide feedback that shapes the evolution of our service. I am thankful for clients who send pictures of their team’s Halloween costumes and request we send them the same. I am thankful for clients who grow with us, scale with us, laugh with us, and learn with us — clients who make each day an exciting challenge and a fulfilling reward. To each of you among our client base, many thanks for entrusting us with your success!”
Michael Hungerford, Client Services, Insurance
“I am thankful for all of our clients that continue to push our company as a whole to continue to grow and innovate. We are lucky enough at Clearwater to learn from some of the biggest names in the industry and collaborate with their teams to find new ways to meet their constantly evolving investment reporting needs every day.”
Kerry Goebel, Client Services, Corporate Treasury
“I am thankful for our collaborative clients who, through feedback and partnership, have made Clearwater an industry leader and have made my job an exciting endeavor, full of challenges and successes.”
Elise Martindale, Client Services, Investment Management
“I am thankful for the daily opportunity we have to make our clients’ lives easier, learn something new, and take on new challenges. It truly feels like we are a part of their team. Because of the interaction we have every day with users of the Clearwater system, we gain a deeper insight into their industries so we can help them be more efficient at what they do. Our clients are the reason we have such a great product and why we are able to continually improve our offering.”
Molly Petrowiak, Client Services, UK
“I am thankful for all our clients who are willing to share their time and knowledge to help us build better solutions. At Clearwater, we strongly believe that great products are built by working directly with great clients. I am grateful for all the experts and specialists that have spent time teaching me the nuances of their field so that we can build out the best solutions for the market. Their efforts of collaboration and guidance have meant a great deal to me professionally and personally.”
Ted Moore, Product Management, Investment Management