Yogesh Agrawal Cfa
About Yogesh Agrawal Cfa
Yogesh Agrawal is a Senior Director of IT Service Management and Compliance at Transamerica, with a strong background in finance and technology. He holds a CFA designation and has extensive experience in corporate banking, risk management, and IT service management.
Current Role at Transamerica
Yogesh Agrawal serves as the Senior Director of IT Service Management and Compliance at Transamerica. He has held this position since 2020, contributing to the organization from New York, United States. In this role, he is responsible for overseeing IT service management processes and ensuring compliance with regulatory standards.
Previous Experience at RBC Capital Markets
Prior to his current role, Yogesh Agrawal worked at RBC Capital Markets as a Director for 13 years, from 2007 to 2020. His tenure in the Greater New York City Area involved managing various financial services and operations, leveraging his expertise in corporate banking and employee benefits.
Professional Background at Polaris Software Lab Ltd
Yogesh Agrawal began his career as an Analyst at Polaris Software Lab Ltd, where he worked from 2000 to 2007. This early experience laid the foundation for his future roles in financial services and IT management.
Educational Background and Qualifications
Yogesh Agrawal has a diverse educational background. He studied Electrical Engineering at SBM Polytechnic in Mumbai, earning a Diploma from 1993 to 1997. He then obtained a Bachelor of Engineering in Electronics and Power from Visvesvaraya National Institute of Technology from 1997 to 2000. He furthered his education by studying Finance at the CFA Institute, achieving the CFA designation from 2008 to 2012, and also completed the Financial Risk Management (FRM) program at GARP from 2009 to 2012.
Areas of Expertise
Yogesh Agrawal possesses expertise in several key areas, including JAVA/J2EE, Fixed Income and Currencies, and Cash Management. He has experience as a Sophis Risque Support specialist and specializes in rates, structured products, credit, munis, mortgages, and regulatory applications. He is also a candidate for the FRM Level 2 exam.