Brian Slattery has been with Clearwater since February 2011 and leads a team of insurance solution specialists. Together, they help prospective clients identify how to improve their approach to investment accounting and portfolio reporting. Brian possesses a strong understanding of prevalent market needs and has a successful track record helping many large insurers improve their overall investment portfolio processes. Over the years, Brian has worked with the leadership of multiple Fortune 500 companies to improve the efficiency of their operations and maintains extensive relationships with senior executives. Prior to Clearwater, Brian spent six years as the Vice President specializing in institutional accounts for Merrill Lynch and Morgan Stanley Private Wealth Management.
Brian is a former Lieutenant Commander in the United States Navy Reserve and was Honorably discharged after 11 years of service. He graduated from the US Merchant Marine Academy at Kings Point, where he was a collegiate All-American football team captain.
Outside of work, Brian enjoys spending time with his wife and two children as they take part in as many outdoor activities as they can, travel around the world, and keep up with busy sports schedules.Back to Knowledge Center