Yogesh Agrawal

Sr Director It Service Management & Compliance @ Transamerica

About Yogesh Agrawal

Yogesh Agrawal serves as the Senior Director of IT Service Management and Compliance at Transamerica, where he has worked since 2020. He possesses extensive experience in financial risk management, corporate banking, and regulatory applications.

Work at Transamerica

Yogesh Agrawal has been serving as the Senior Director of IT Service Management and Compliance at Transamerica since 2020. His role involves overseeing IT service management processes and ensuring compliance with industry regulations. Based in New York, he has contributed to the company's operational efficiency and regulatory adherence for four years.

Education and Expertise

Yogesh Agrawal has a strong educational background in finance and risk management. He studied at the CFA Institute, earning the Chartered Financial Analyst (CFA) designation from 2008 to 2012. Additionally, he completed the Financial Risk Management (FRM) program at GARP from 2009 to 2012. His academic qualifications are complemented by his expertise in regulatory applications and risk management software.

Background

Yogesh Agrawal's professional journey began at Polaris Software Lab Ltd, where he worked as an Analyst from 2000 to 2007. He then transitioned to RBC Capital Markets, where he held the position of Director for 13 years, from 2007 to 2020. His extensive experience in the financial sector has equipped him with a strong background in corporate banking, cash management systems, and employee benefits management.

Achievements

Throughout his career, Yogesh Agrawal has developed in-depth knowledge in several areas, including retirement and employee benefits management. He specializes in Sophis Risque support, a risk management software utilized in financial services. His expertise extends to regulatory applications related to rates, structured products, credit, munis, and mortgages, showcasing his comprehensive understanding of the financial landscape.

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