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About Me

I am, Bob Agan, a Financial Services Professional with over 34 years of experience in the areas of Risk Management, Accounting & Finance, Control Functions, and Technology and Operations.  While I primarily provide consulting services to Asset Management firms, I work with all types of businesses and organizations.  

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Consulting Services

Risk Management

  • Enterprise Risk Management

  • Investment Risk Management

  • Counterparty Risk Management

  • Strategic & Operational Risk Management

  • Model Risk Management

  • Risk Transfer (Insurance)

  • Vendor Risk Management

  • Cybersecurity Risk & Oversight

  • GRC Solutions & Implementation

  • Corporate Governance

  • Disaster Recovery & Business Continuity

  • Control Design & Assessment

Operational

  • BPO / KPO Outsourcing

  • Back Office / Middle Office / Transfer Agent

  • Strategic Vendor Oversight

  • Prime Broker Oversight

  • Fair Valuation Oversight

  • Operational Liftouts

  • FX Execution

  • OTC Counterparty Oversight

  • Control Functions; Compliance, Internal Audit

  • Program Management Large Scale Initiatives

Finance & Accounting

  •  Corporate Accounting, Finance & Treasury

  • Fair Valuation

  • Forensic Accounting

  • Financial Reporting

  • Budgeting / Strategic Finance

  • Economic Capital / Scenario Analysis

Get in Touch

303-803-0696

bobagan@riskadvisorslimited.com

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