Andrew joined Carlson from NorthStar Financial Services Group, an investment services organization based in Omaha, Nebraska, where he implemented Adaptive Insights and was a member of the FP&A team for over eight years. In this role, he led the budgeting, forecasting, long-range planning, and corporate performance management processes. Additionally, he led monthly management and board reporting for multiple entities, as well as administered Adaptive for over seven years. He also implemented Tableau, a data visualization and business intelligence tool.
Andrew began his career as a Research Analyst for emerging markets hedge fund manager, Schwendiman Partners. He also worked in Research Analyst roles for investment advisor FAMR and Aqua Capital Management, an investment management company focusing on water rights investments.
Andrew received his Bachelor of Science in Accounting from the University of Nebraska-Lincoln and is Adaptive Insights certified.