Kevin joined Carlson in 2014. His extensive accounting, finance, and implementation experience bring invaluable credibility when presenting transformational solutions to our clients. He is a proven sales leader and effective communicator who inspires confidence and trust with clients. He is a frequent speaker at Finance conferences. Kevin is responsible for the Central Region office of Carlson and further driving growth of our corporate performance management solutions and services line of business.
Expertise: Kevin has many years of Adaptive Insights experience including implementation, business development and practice management. He offers a strategic, facilitated project management approach resulting in successful implementations of Corporate Performance Management solutions to our clients. Kevin has a Bachelor’s degree in Accounting from the University of Notre Dame. He is a Certified Public Accountant in the State of Ohio and is Adaptive Insights Certified. In his previous role, he led the consulting practice that earned the Adaptive Insights New Partner of the Year – 2012, and Partner of the Year – US region – 2013 awards.
Prior to joining Carlson, Kevin’s experience included:
- Adaptive Insights Practice Manager at Revolution Group
- President at Productivity Resources
- Accounting Manager at Schottenstein Stores Corporation
- Audit Associate at Arthur Andersen & Co.