Shan Dagli
About Shan Dagli
Shan Dagli serves as the Head of Service for Direct Investor Business at Victory Capital, bringing extensive experience in financial services and client operations. With a career spanning over two decades, he has held significant roles at various firms, including OppenheimerFunds and Envision Financial Systems.
Current Role at Victory Capital
Shan Dagli serves as the Head of Service for the Direct Investor Business at Victory Capital. He has held this position since 2021, contributing to the company's efforts in enhancing client servicing and operational efficiency. His role focuses on delivering high-quality service to direct investors, ensuring that their needs are met effectively.
Previous Experience in Financial Services
Prior to joining Victory Capital, Shan Dagli accumulated extensive experience in the financial services sector. He worked at OppenheimerFunds as Vice President of Intermediary Operations from 2005 to 2013. He then transitioned to Envision Financial Systems, Inc., where he served as Vice President of Dealer Operations from 2013 to 2017 and later as Head of Intermediary Solutions from 2017 to 2021. His earlier role was at Janus Capital Group, where he was the Director of Transfer Agent from 1993 to 2005.
Education and Expertise
Shan Dagli earned a Bachelor of Arts degree in History from the University of Saint Mary, where he studied from 1988 to 1992. His educational background complements his professional expertise in client servicing and operations management. He has a strong focus on product innovation and pooled products within the financial services industry.
Background in Client Servicing
Shan Dagli has a history of helping investors achieve their goals through excellent service and product delivery. His roles in various organizations have emphasized the importance of client satisfaction and operational success, contributing to the overall effectiveness of direct investor services.