Amy joined the Carlson team in 2018. In her former role, she implemented Adaptive Insights for a variety of industries but most notably, the life science and non-profit sectors. Understanding the unique requirements in a given field provides the opportunity to assist new Adaptive clients with best practices and reporting efficiencies.
With her background in financial planning and client relations, Amy developed a passion for Adaptive Insights and uses that to readily engage her clients and ease the transition to a new product. Through extensive training and uniquely designed training guides, Amy ensures that you become the owner of your system.
Amy graduated from Northern Illinois University with a bachelor’s degree in finance and is Adaptive Insights certified.