Shan Dagli's Location
San Antonio, TX, US
Shan Dagli's Work
- Head of Service, Direct Investor Business @ Victory Capital
- Head of Intermediary Solutions @ Envision Financial Systems, Inc.
- Vice President, Dealer Operations @ Envision Financial Systems, Inc.
- General Manager @ Criterion Holdings, LLC
- Vice President, Intermediary Operations @ OppenheimerFunds
- Director, Transfer Agent @ Janus Henderson Investors
Shan Dagli's Education
- University of Saint Mary
BA (History)
1989 - 1993
Shan Dagli's Skills
- Series 7
- Series 6
- Mutual Funds
- Change Leadership
- Vendor Management
- Process Improvement
- Series 63
- Strategic Planning
- Operations Management
- Leadership Development
Shan Dagli's Summary
Shan Dagli, based in San Antonio, TX, US, is currently a Head of Service, Direct Investor Business at Victory Capital, bringing experience from previous roles at Envision Financial Systems, Inc., Criterion Holdings, LLC and OppenheimerFunds. Shan Dagli holds a 1989 - 1993 BA in History @ University of Saint Mary. With a robust skill set that includes Series 7, Series 6, Mutual Funds, Change Leadership, Vendor Management and more, Shan Dagli contributes valuable insights to the industry. Shan Dagli has 2 emails and 1 mobile phone number on RocketReach.
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