As a senior consultant, Jeff implements large, complex projects, bringing his years of business experience and Adaptive Insights acumen to the table. Jeff keeps his customers happy by providing top-notch guidance and know-how.
At the beginning of Jeff’s career, he was a budget analyst for the American Automobile Association (AAA). He was soon promoted to manager of financial analysis and budgeting, where he managed the budget and forecasting process for several years. In 2006, Jeff wisely chose Adaptive Insights as a budgeting solution for AAA (which it still uses today), implemented the software and provided support.
Jeff later became a project manager at Adaptive Insights. Apart from implementing hundreds of projects and training and staffing new professional services teams for Adaptive, he established the Orlando office. He also was a senior consultant at Adaptive for several years.
Jeff is certified in planning and reporting. He has successfully completed over 200 implementations. Jeff lives in the Orlando, Florida area.