Evan Okin

Evan Okin


Evan Okin is a Consultant at Reference Point supporting engagements across banking and insurance clients, specializing in data, analytics, risk management and complex reporting. He has helped his clients streamline inefficient processes and has used analytics to help companies make more informed decisions. Evan has advanced technological proficiency (including in Python, VBA and SQL), which he uses to make business processes more efficient. Despite Evan’s strong quantitative background, Evan prides himself on being able to communicate complex concepts in digestible terms for clients.

Evan was previously in the actuarial program at New York Life Insurance Co., where he served various pricing, thought leadership, and reporting roles. Evan built a holistic planning tool to optimize asset allocation for retirement planning around key retirement goals. Today, financial advisors use the tool to showcase the value of insurance products in a retirement portfolio. Evan also created thought leadership pieces around strategies within the retirement income space to help individuals retire with more peace of mind. While at New York Life, Evan also priced life insurance and annuity products, including fixed deferred annuities when the company was the industry-leading seller, and he communicated findings from mathematical models to non-technical, senior audiences throughout the company.

Evan holds an MBA in General Management and Quantitative Finance from NYU Stern’s School of Business, an MS in Applied Mathematics & Statistics from Johns Hopkins and a BS in Economics, Applied Mathematics & Statistics from Johns Hopkins. Outside of work, Evan can be found DJ’ing at bars and clubs in The Big Apple, playing guitar, brushing up on the mathematics of poker, and enjoying time with his wife and puppy.

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We understand complexity firsthand and have successfully navigated the challenges faced by global financial services firms. With our diverse skills and experience, we deliver innovative solutions while maximizing target performance and minimizing disruptions and risk.

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