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Meet the Carlson Team

At Carlson, we differentiate from other firms by the depth of financial and technical acumen of our consulting staff.  Our team members bring broad experience and domain knowledge from their backgrounds as senior corporate finance, accounting and FP&A professionals.  We are certified in the solutions that we implement and invest in staff development to stay on the forefront of the latest finance best practices and technologies.  We believe in collaboration, the cross-pollination of ideas and experiences, and the transfer of knowledge to our customers.  We employ a consultative project management approach with a proven implementation methodology which results in finance transformation and ecstatic customers.  We place the utmost value on long-term customer relationships.  As thought leaders in finance and technology, you will often find us presenting at conferences, seminars and other events.

I can’t say enough about the work Ethan Carlson and his team have done for our firm. The systems they put in place revolutionized the way we run our business
—Lou LaRocca, President, J2 Interactive

Ethan Carlson
https://www.linkedin.com/in/ethan-carlson-7567704https://www.carlsonmc.com/about-us/meet-the-team/ethan-carlson/

Ethan Carlson

Founder and CEO

Ethan founded Carlson Management Consulting in 2010 and brings significant and diverse financial and business experience from leadership roles with a number of private and publicly held companies. In his role at Carlson, he is focused on leading company strategy and business development. As a finance thought leader, he frequently speaks at conferences, seminars and other events. Full Bio

Carlson Management Consulting

Carlson Team Members

Ethan Carlson
https://www.carlsonmc.com/about-us/meet-the-team/ethan-carlson/https://www.linkedin.com/in/ethan-carlson-7567704

Ethan Carlson

Founder and CEO
Carlson Management Consulting
Dallas Moody
https://www.carlsonmc.com/about-us/meet-the-team/dallas-moody/https://www.linkedin.com/in/dallasjmoody

Dallas Moody

Vice President, CPA
Carlson Management Consulting
Kevin O’Brien
https://www.carlsonmc.com/about-us/meet-the-team/kevin-obrien/https://www.linkedin.com/in/kevin-j-o-brien-2352771

Kevin O’Brien

Vice President, CPA
Carlson Management Consulting
Chris Pinto
https://www.carlsonmc.com/about-us/meet-the-team/christopher-pinto/https://www.linkedin.com/in/christopher-pinto-a06b8813

Chris Pinto

Vice President, Consulting
Carlson Management Consulting
Jotham Lane
https://www.carlsonmc.com/about-us/meet-the-team/jotham-lane/https://www.linkedin.com/in/jotham-lane-7312a421

Jotham Lane

Director
Carlson Management Consulting
Josh Ladd
https://www.carlsonmc.com/about-us/meet-the-team/josh-ladd/https://www.linkedin.com/in/jladd1

Josh Ladd

Director of Adaptive Insights Implementations
Carlson Management Consulting
Chasity Fagnant
https://www.carlsonmc.com/about-us/meet-the-team/chasity-fagnant/https://www.linkedin.com/in/chasity-fagnant-16003631

Chasity Fagnant

Financial Analyst and Office Manager
Carlson Management Consulting
Aude Stewart
https://www.carlsonmc.com/about-us/meet-the-team/aude-stewart/https://www.linkedin.com/in/aude-stewart-5a8a1aa

Aude Stewart

Support Manager
Carlson Management Consulting
Renee Sinha
https://www.carlsonmc.com/about-us/meet-the-team/renee-sinha/https://www.linkedin.com/in/reneesinha?authType=NAME_SEARCH&authToken=7vQn&locale=en_US&srchid=1026590481470853765713&srchindex=1&srchtotal=1&trk=vsrp_people_res_name&trkInfo=VSRPsearchId%3A1026590481470853765713%2CVSRPtargetId%3A1343423%2CVSRPcmpt%3Aprimary%2CVSRPnm%3Atrue%2CauthType%3ANAME_SEARCH

Renee Sinha

Senior Manager, Adaptive Insights Implementations, Life Sciences
Carlson Management Consulting
Daniel Joyner
https://www.carlsonmc.com/about-us/meet-the-team/daniel-joyner/https://www.linkedin.com/in/daniel-joyner-a03779b7

Daniel Joyner

Manager of Adaptive Insights Implementations
Carlson Management Consulting
David Phillips
https://www.carlsonmc.com/about-us/meet-the-team/david-phillips/https://www.linkedin.com/in/davidphillips11

David Phillips

Marketing Director
Carlson Management Consulting
Mike Mooney
https://www.carlsonmc.com/about-us/meet-the-team/mike-mooney/https://www.linkedin.com/in/mike-mooney-6343623

Mike Mooney

Manager, Sales and Business Development
Carlson Management Consulting
Bryan Zbyszynski
https://www.carlsonmc.com/about-us/meet-the-team/bryan-zbyszynski/https://www.linkedin.com/in/bryan-zbyszynski-832b1770

Bryan Zbyszynski

Customer Success Manager
Carlson Management Consulting
Meegan Addy
https://www.carlsonmc.com/about-us/meet-the-team/meegan-addy/https://www.linkedin.com/in/meeganaddy/

Meegan Addy

Senior Manager of Adaptive Implementations
Carlson Management Consulting
Mary Manzano
https://www.carlsonmc.com/mary-manzano/https://www.linkedin.com/in/maria-manzano-13695615/

Mary Manzano

Manager, Adaptive Implementations
Carlson Management Consulting
John McGrath
https://www.carlsonmc.com/about-us/meet-the-team/john-mcgrath/https://www.linkedin.com/in/john-mcgrath-6506062b/

John McGrath

Senior Associate
Carlson Management Consulting
Joe Giorgio
https://www.carlsonmc.com/about-us/meet-the-team/joe-giorgio/https://www.linkedin.com/in/joe-giorgio-a98b005/

Joe Giorgio

Manager, Intacct Implementations
Carlson Management Consulting
Courtney Mashhoon
https://www.carlsonmc.com/about-us/meet-the-team/courtney-mashhoon-senior-associate/

Courtney Mashhoon

Senior Associate
Carlson Management Consulting
Amanda Dezotelle
https://www.carlsonmc.com/about-us/meet-the-team/amanda-dezotelle-staff-accountant-outsourcing/https://www.linkedin.com/in/amanda-dezotelle-1285a6140/

Amanda Dezotelle

Staff Accountant, Outsourcing
Carlson Management Consulting
Guy Desrosiers
https://www.carlsonmc.com/about-us/meet-the-team/guy-desrosiers-outbound-sales/https://www.linkedin.com/in/guy-d-desrosiers-4562a817/

Guy Desrosiers

Outbound Sales Representative
Carlson Management Consulting
Mary Washburn
https://www.carlsonmc.com/about-us/meet-the-team/mary-washburn/https://www.linkedin.com/in/mary-a-washburn-251bb397/

Mary Washburn

Controller - Outsourced
Carlson Management Consulting
Hannah Weisner
https://www.carlsonmc.com/about-us/meet-the-team/hannah-weisner/https://www.linkedin.com/in/hannah-weisner-cpa-b6566811/

Hannah Weisner

CPA, Director of Finance & Outsourcing
Carlson Management Consulting
Sarrah McNall
https://www.carlsonmc.com/about-us/meet-the-team/sarrah-mcnall/

Sarrah McNall

Operations Analyst
Carlson Management Consulting
Laura Hayes
https://www.carlsonmc.com/about-us/meet-the-team/laura-hayes-senior-associate/https://www.linkedin.com/in/laurahayes2/

Laura Hayes

Senior Associate
Carlson Management Consulting
Rory O’Donnell
https://www.carlsonmc.com/about-us/meet-the-team/rory-odonnell/https://www.linkedin.com/in/roryodonnell31/

Rory O’Donnell

Account Executive
Carlson Management Consulting
Ben Mills
https://www.carlsonmc.com/about-us/meet-the-team/ben-mills/https://www.linkedin.com/in/ben-mills-5ab7697/

Ben Mills

Senior Associate
Carlson Management Consulting
Jenna McPhail
https://www.carlsonmc.com/about-us/meet-the-team/jenna-mcphail-director-financial-consulting/https://www.linkedin.com/in/jennakmcphail/

Jenna McPhail

Director, Financial Consulting
Carlson Management Consulting
Amy Wilkinson
https://www.carlsonmc.com/about-us/meet-the-team/amy-wilkinson/https://www.linkedin.com/in/amywilkinson2/

Amy Wilkinson

Senior Associate
Carlson Management Consulting
Steven Fox
https://www.carlsonmc.com/about-us/meet-the-team/steven-fox/https://www.linkedin.com/in/steven-fox-96844911/

Steven Fox

UK Solutions Director
Carlson Management Consulting
Adam Westbrook
https://www.carlsonmc.com/about-us/meet-the-team/adam-westbrook/https://www.linkedin.com/in/adamwestbrook68/

Adam Westbrook

UK Director of Business Development
Carlson Management Consulting
Terry King
https://www.carlsonmc.com/about-us/meet-the-team/terry-king/https://www.linkedin.com/in/terrence-king-05672/

Terry King

Business Development - Financial Services
Carlson Management Consulting
Amy Kee
https://www.carlsonmc.com/about-us/meet-the-team/amy-kee/https://www.linkedin.com/in/amy-kee-cpa-67856612/

Amy Kee

Senior Associate
Carlson Management Consulting
Andrew Rosenberg
https://www.carlsonmc.com/about-us/meet-the-team/andrew-rosenberg/https://www.linkedin.com/in/andrew-rosenberg-3a58b347/

Andrew Rosenberg

Senior Associate
Carlson Management Consulting
Carolyn Weber
https://www.carlsonmc.com/about-us/meet-the-team/carolyn-weber/https://www.linkedin.com/in/carolyn-w-a409334

Carolyn Weber

Senior Associate
Carlson Management Consulting
Tiffany McLaurin
https://www.carlsonmc.com/about-us/meet-the-team/tiffany-mclaurin-senior-associate/https://www.linkedin.com/in/tiffanymclaurin/

Tiffany McLaurin

Senior Associate
Carlson Management Consulting
Jeff Winner
https://www.carlsonmc.com/about-us/meet-the-team/jeff-winner/https://www.linkedin.com/in/jeffrey-d-winner-b7433a7/

Jeff Winner

Senior Associate
Carlson Management Consulting
Jennifer Whitecrane
https://www.carlsonmc.com/about-us/meet-the-team/jennifer-whitecrane/https://www.linkedin.com/in/jennifer-whitecrane-7786a071/

Jennifer Whitecrane

Financial Services Consultant, Outsourcing
Carlson Management Consulting
Sheryl Wolfe
https://www.carlsonmc.com/about-us/meet-the-team/sheryl-wolfe/https://www.linkedin.com/in/sheryl-wolfe-8540594/

Sheryl Wolfe

Senior Associate
Carlson Management Consulting
Enlin Wen Zheng
https://www.carlsonmc.com/about-us/meet-the-team/enlin-wen-zheng/https://www.linkedin.com/in/enlin-wen-zheng-15069620/

Enlin Wen Zheng

Senior Associate
Carlson Management Consulting
Mary Beth Gossart
https://www.carlsonmc.com/about-us/meet-the-team/mary-beth-gossart/https://www.linkedin.com/in/mary-beth-gossart-a13109167/

Mary Beth Gossart

Sage Intacct Implementation Consultant
Carlson Management Consulting
Johnny Townsend
https://www.carlsonmc.com/about-us/meet-the-team/johnny-townsend/https://www.linkedin.com/in/johnny-townsend-16014234

Johnny Townsend

Senior Associate
Carlson Management Consulting
Mohammad Mirza
https://www.carlsonmc.com/about-us/meet-the-team/mohammad-mirza/https://www.linkedin.com/in/mamirza

Mohammad Mirza

CMA, CFM, ACMA, Senior Associate
Carlson Management Consulting
Lisa VanHuystee
https://www.carlsonmc.com/about-us/meet-the-team/lisa-vanhuystee/https://www.linkedin.com/in/lisa-vanhuystee-276b361/

Lisa VanHuystee

Senior Associate
Carlson Management Consulting
Tomas Bardauskas
https://www.carlsonmc.com/about-us/meet-the-team/tomas-bardauskas/https://www.linkedin.com/in/tomas-bardauskas-acca-b286a755/

Tomas Bardauskas

EMEA Solutions Manager
Carlson Management Consulting
Natalie Kaye
https://www.carlsonmc.com/about-us/meet-the-team/natalie-kaye/https://www.linkedin.com/in/natalie-kaye-6350a0129

Natalie Kaye

Senior Associate
Carlson Management Consulting
Stephen Taglianetti
https://www.carlsonmc.com/about-us/meet-the-team/stephen-taglianetti/https://www.linkedin.com/in/stephentaglianetti/

Stephen Taglianetti

Senior Engagement Manager of Adaptive Insights Implementations
Carlson Management Consulting
Mohan Chanila
https://www.carlsonmc.com/about-us/meet-the-team/mohan-chanila/ https://www.linkedin.com/in/mohanchanila/

Mohan Chanila

Senior Associate
Carlson Management Consulting
Sarah MacDonald
https://www.carlsonmc.com/about-us/meet-the-team/sarah-macdonald/https://www.linkedin.com/in/sarah-macdonald-9451a5122/

Sarah MacDonald

Senior Associate
Carlson Management Consulting
Taylor WInston
https://www.carlsonmc.com/about-us/meet-the-team/taylor-winston/http://linkedin.com/in/taylor-winston-4b016248

Taylor WInston

Senior Associate
Carlson Management Consulting
Joe Svetz
https://www.carlsonmc.com/about-us/meet-the-team/joe-svetz/https://www.linkedin.com/in/joesvetz/

Joe Svetz

Senior Associate
Carlson Management Consulting
Margaret Lane
https://www.carlsonmc.com/about-us/meet-the-team/margaret-lane/https://www.linkedin.com/in/margaret-lane-439b5923/

Margaret Lane

Senior Associate
Carlson Management Consulting
Kalyanaraman Rajagopal
https://www.carlsonmc.com/about-us/meet-the-team/kalyanaraman-rajagopal/https://www.linkedin.com/in/ca-kalyanaraman-rajagopal-7b124711/

Kalyanaraman Rajagopal

APAC Solutions Manager
Carlson Management Consulting
Paul Jamieson
https://www.carlsonmc.com/about-us/meet-the-team/paul-jamieson/https://www.linkedin.com/in/paul-n-jamieson/

Paul Jamieson

Senior Associate
Carlson Management Consulting
Wendy Christensen
https://www.carlsonmc.com/about-us/meet-the-team/wendy-christensen/https://www.linkedin.com/in/wendy-christensen-a9378755/

Wendy Christensen

Adaptive Support
Carlson Management Consulting
Les Wright
https://www.carlsonmc.com/about-us/meet-the-team/les-wright/https://www.linkedin.com/in/leswrightcma/

Les Wright

CPA, CMA, CITP, Principal Consultant
Carlson Management Consulting

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Industries

  • Software
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About

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Locations

Massachusetts Office (Headquarters)
444 Washington Street, Suite 401
Woburn, Massachusetts 01801

Vermont Office
515 Moscow Road
Stowe, Vermont 05672

Ohio Office
305 W. Nationwide Blvd., Suite 216
Columbus, OH 43215

United Kingdom
Manchester, UK
+(44) 7368 492832

Hong Kong Office
4/F, 5/F, 6/F, Lee Gardens 3
1 Sunning Road
Causeway Bay
Hong Kong

Singapore Office
6a Shenton Way
#04-02 to 04-08
Singapore 068815

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