Wendy joined the Carlson team in January of 2020 as a Support Consultant to help clients troubleshoot their Adaptive Insights instances. She also assists with implementations to help new clients discover the power of Adaptive Insights. She is Adaptive Insights certified.
She brings over 20 years of experience in the FP&A space. She has successfully implemented three different budgeting applications as a client and became a power user of all three. Her most recent implementation was of Adaptive Insights.
Wendy graduated Cum Laude with a Bachelor’s Degree in Finance and a minor in Quantitative Business Analysis from Robert Morris University.
Wendy lives in Pennsylvania and enjoys spending time with her husband and two daughters.