Bob Agan

Bob Agan Email and Phone Number

Principal and Senior Consultant at Risk Advisors Limited LLC @
Bob Agan's Location
Parker, Colorado, United States, United States
Bob Agan's Contact Details

Bob Agan personal email

About Bob Agan

Helping organizations integrate strategic business objectives with the identification and management of risks to their successful execution.

Bob Agan's Current Company Details
Risk Advisors Limited LLC

Risk Advisors Limited Llc

Principal and Senior Consultant at Risk Advisors Limited LLC
Bob Agan Work Experience Details
  • Risk Advisors Limited Llc
    Principal And Senior Consultant
    Risk Advisors Limited Llc Dec 2019 - Present
    Parker, Colorado
  • Oppenheimerfunds
    Svp And Director Of Enterprise Risk Management
    Oppenheimerfunds Jan 2014 - Jun 2019
    Denver, Nyc
    Independent oversight and leadership of corporate risk management; strategic, operational, financial, legal, business continuity / crisis management, and regulatory risks.
    View
  • Oppenheimer Funds Inc.
    Senior Vice President, Technology And Operations
    Oppenheimer Funds Inc. Oct 2010 - Dec 2013
    Denver, Nyc
    Executed multi-year conversion of all back and middle office technology to service provider’s global platform. Sponsored numerous regulatory implementations including central clearing capabilities for certain derivatives. Managed critical service provider for back and middle office services.
    View
  • Oppenheimerfunds
    Senior Vice President, Finance
    Oppenheimerfunds Jan 2006 - Oct 2010
    Denver, Nyc
    Responsible for Corporate Treasury, Fund Accounting, and other finance functions. Completed successful back and middle office lift out project.
    View
  • Oppenheimerfunds
    Svp, Operations
    Oppenheimerfunds Jan 2002 - Dec 2005
    Denver
    Held leadership positions of increasing responsibility including head of fund accounting and administration and transfer agency operations.
    View
  • Oppenheimerfunds
    Vp, Operations
    Oppenheimerfunds Feb 1997 - Jan 2002
    Denver
    Held leadership roles in operations with increasing responsibilities.
    View
  • Kemper Financial
    Head Of Internal Audit - Kansas City Office And Various Roles In Corporate Accounting And Operations
    Kemper Financial Jan 1989 - Feb 1997
    Kansas City, Chicago
    Held role of increasing responsibility in Operations, Corporate Accounting and Internal Audit

Bob Agan Skills

Mutual Funds Asset Managment Series 63 Series 7 Alternative Investments Securities Investments Financial Modeling Equities Fixed Income Asset Allocation Portfolio Management Valuation Leadership Bloomberg Banking Management Investment Strategies Financial Analysis Wealth Management Investment Advisory Financial Services Hedge Funds Asset Management Capital Markets Investment Management Finra Derivatives Relationship Management Series 24 Risk Management

Bob Agan Education Details

Frequently Asked Questions about Bob Agan

What company does Bob Agan work for?

Bob Agan works for Risk Advisors Limited Llc

What is Bob Agan's role at the current company?

Bob Agan's current role is Principal and Senior Consultant at Risk Advisors Limited LLC.

What is Bob Agan's email address?

Bob Agan's email address is bo****@****ail.com

What schools did Bob Agan attend?

Bob Agan attended Missouri State University.

What skills is Bob Agan known for?

Bob Agan has skills like Mutual Funds, Asset Managment, Series 63, Series 7, Alternative Investments, Securities, Investments, Financial Modeling, Equities, Fixed Income, Asset Allocation, Portfolio Management.

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