Product Highlight Series: Cash and Security Suspense Tool

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.

Robert helps insurers improve and streamline their investment accounting and reporting, and has deep domain knowledge of insurers’ accounting and reporting challenges.He 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