Ismael Gastelum Email Address

Business Development

Clearwater Analytics is an innovative provider of investment portfolio reporting and analytics for institutional investors in over 4,500 organizations. We leverage web-based software and world-class client service to help our clients automate investment accounting, monitor investment policy compliance, and analyze portfolio performance and risk. Clearwater's daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency on the market today. With clients that span the insurance, technology and consumer sectors, to name a few, we report on over $800 billion in assets. Insurers like 21st Century Insurance, Aon, C.V. Starr, GroupHealth and WellCare, and corporate standouts like Best Buy, Cisco, Costco, Facebook, Netflix, Oracle and Yahoo!, and many others, trust Clearwater to streamline the complexities of aggregating, reconciling, analyzing and reporting on their investment portfolios. We also partner with more than 50 custodians, asset managers, dealer/brokers and electronic trading portals, who offer Clearwater to their thousands of clients. Headquartered in Boise, Idaho, with an office in the financial district of New York City, Clearwater's technology sets the new standard for investment portfolio reporting. Look Deeper: View our Solutions. See our Online Demo or Request a Live Demo. Hear real-world stories of Customer Success.

Seeking to help institutional investors looking to save time, make real-time strategic investment decisions, and increase controls to avoid audit risk by providing a scalable solution for handling the investment accounting, reporting, investment policy compliance monitoring, performance measurements, and risk analytics. We work with CFOs, Treasurers, Controllers, Investment Operations staff, Accounting staff, and Treasury staff at private companies, public companies, and government organizations such as: AIG, Arch Capital, Mercury Insurance, Unum, Wilton Re, London & Capital, JP Morgan Asset Management, AAM, Cisco, Oracle, Atara Bio, Autodesk, Celgene, Urban Outfitters, the City of Newport Beach CA, Palm Beach County FL, New Mexico Finance Authority, Jackson County OR, and the City of Albuquerque NM. "Clearwater Analytics offers a significant evolutionary leap in the world of online investment management and portfolio reporting. By increasing the quality and flexibility of our portfolio's reporting while reducing the amount of time to create it, our investment team has experienced many tangible benefits by using Clearwater's portal—all without any sacrifice to the integrity of the data." - Greg Bromberger, Director of Treasury, Cisco Systems, Inc. Experienced Controller with a demonstrated history of working in the sales, advertising, and financial industries. Proficient skills in Microsoft products, CRM, Sales, Communication, Public Speaking, and Bilingual Communications. Willing to Master anything you are will to teach.