Brian Mahaffey
About Brian Mahaffey
Brian Mahaffey is a Lead Reconciliation Implementation Associate at Clearwater Analytics, where he has worked since 2024. He has a diverse background in finance and real estate, with previous roles at firms such as Smith Barney, Marcus & Millichap, and Wells Fargo Advisors.
Current Role at Clearwater Analytics
Brian Mahaffey serves as the Lead Reconciliation Implementation Associate at Clearwater Analytics. He has held this position since 2024 and is based in Boise, Idaho. In this role, he is responsible for overseeing reconciliation processes and ensuring the implementation of effective strategies within the organization.
Previous Experience in Financial Services
Prior to his current role, Mahaffey worked at Clearwater Analytics as a Reconciliation Implementation Analyst from 2023 to 2024. His career in financial services includes positions at Wells Fargo Advisors as a Portfolio Manager from 2014 to 2017, and at TRI Commercial as a Sales and Leasing Associate from 2010 to 2014. He also served as a Senior Analyst and Marketing & Transaction Coordinator at Marcus & Millichap from 2007 to 2010.
Educational Background
Brian Mahaffey has a diverse educational background. He earned a Bachelor of Science in Business Administration from the University of Southern California, with concentrations in Real Estate Finance and International Business, and a minor in Economics of Finance & Money, completing his studies from 2005 to 2009. He also pursued a Graduate Program in Data Science at UC San Diego from 2019 to 2020, and briefly studied International Business at Copenhagen Business School in 2008.
Internship Experience
In 2007, Brian Mahaffey completed a four-month internship at Smith Barney, where he gained experience in wealth management and financial advisory services. This early exposure to the financial industry contributed to his subsequent career development.