Reference Point is a strategy, management, and technology consulting firm focused on delivering impactful solutions for the financial services industry.

Consulting

Reference Point

Reference Point's headquarters in McLean, VA, United States

Scott Goeden

Luke Barnett

Ed Tracy

Tim Guerry

Trevor Lee

Steve Hook

Joseph Lai

Allison Henry

Mark Linsz

Frank Stone

Truett Tate

Hollis W. Hart

Chuck Rhinehart

Shamla Naidoo

Bill Browne

Glover Wilson

Bill Falk

Alan Biegelman

Richard Toledo

The Strategy and Consulting Team at Reference Point specializes in developing tailored strategic solutions for clients within the financial services sector. This team, comprising experienced professionals, works collaboratively to assess market trends, analyze operational efficiencies, and implement innovative technology strategies, particularly in housing finance and wealth management. Their goal is to drive impactful transformations that enhance client performance and competitiveness in the industry.

Strategy and Consulting Team

The Finance and Operations Team at Reference Point plays a critical role in ensuring the efficient management of financial resources and operational processes. They oversee budgeting, financial reporting, and strategic planning while supporting internal initiatives and optimizing operational workflows. This team collaborates closely with other departments to align financial strategies with the firm's goals, driving sustainable growth and enhancing overall performance in the financial services sector.

Finance and Operations Team

Reference Point

Org chart

Board & advisors

Teams

Strategy and Consulting Team

Finance and Operations Team

Offices

Reference Point

Org chart

Board & advisors

Teams

Strategy and Consulting Team

Finance and Operations Team

Offices

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