Joe Udell is a Manager at Reference Point with years of experience executing a diverse range of mission-critical projects in the insurance and asset management industries. Joe excels in collaborating with stakeholders to distill actionable insights from qualitative and quantitative data, and helping managers identify the key drivers of operational success.
Prior to working at Reference Point, Joe was an Associate at a global alternative asset management firm for five years, where he led operational improvement projects and technology product strategy initiatives. Joe’s work has involved optimizing and automating business processes, creating engaging data visualizations, and enhancing CRM solutions.
Joe graduated with an MBA from Chicago Booth in 2019, with concentrations in Economics and Operations Management. Outside of work, he loves travelling, spending time with his wife and dog, and is an avid fan of live theater.
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.