Joe joined Carlson in 2019 with almost ten years of corporate finance and consulting experience. Having worked in FP&A and consulting with companies ranging from Fortune 100 to early stage startups, he has a strong understanding of the relationship between people, processes, and systems.
In the Adaptive Insights area, he has contributed to implementations in higher education, healthcare, and business services, and is always striving to help clients get the most out of the software. He has conducted in-person and virtual trainings, as well as created policy and procedure manuals and videos. In addition, he has experience leading finance process transformation and presenting to all levels of management, including C-suite executives in both public and private companies.
Joe has an MBA from the Thunderbird School of Global Business and is certified in Adaptive Insights. He enjoys sports, international travel, and new technology. He currently lives in the U.S. with his wife and three children.