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Derrick Udy - Planstin Administration

Derrick Udy

Chief Revenue Officer, Planstin Administration

Derrick Udy is the Chief Revenue Officer at Planstin Administration, where he leads strategic growth initiatives and client engagement efforts for the company’s innovative employee benefits solutions. With a career spanning leadership roles in compliance, investment management, and customer experience, Derrick brings a multifaceted perspective to the evolving healthcare landscape.

Prior to his current role, Derrick served as Chief Compliance Officer at Planstin, equipping him with deep insights into regulatory frameworks and customer needs. His previous experience includes managing a $2.5 billion portfolio at Fisher Investments, where he earned multiple awards for client service and retention, and leading process improvement teams at Capital One.

Derrick holds an MBA in Business Management from the University of Phoenix. He is passionate about transforming healthcare through transparency, affordability, and customer-centered design. Outside of work, Derrick is a proud father of five daughters and a grandfather to twins.

In his speaking engagements, Derrick shares practical strategies for employers seeking to navigate rising healthcare costs, implement fair-priced benefits, and reclaim control over their healthcare decisions.

Sessions