Summary
Overview
Work History
Education
Skills
Awards
Affiliations
Languages
Accomplishments
Certification
References
Timeline
Generic

BOLIVAR OJEDA

CLIFTON,NJ

Summary

Accomplished Relationship Manager, Director at BNP PARIBAS, adept in risk management and group collaboration. Spearheaded the design of client-facing and internal portals, enhancing operational efficiencies. Recognized for excellence in client service, demonstrating strong oral communication and leadership by managing client service teams and modernizing trade operations at BANK OF AMERICA SECURITIES. Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate, and legal accounting structures.

Overview

36
36
years of professional experience
1
1
Certification

Work History

Relationship Manager, Director

BNP PARIBAS
New York, USA
10.2008 - 10.2023
  • Managed sophisticated client issues with the ability to solve problems and enhance client trading, operations, and accounting relationships
  • Handled client requests and cross-sold firm products
  • Managed trade verification, confirmation settlement, accounting, and reconciliation of equity, option, fixed income, swaps, and restricted stock transactions
  • Resolved disputes
  • Managed a team of Client Service personnel
  • Modernized platform processes to enhance efficiencies
  • Directed the implementation of the Middle-office support team
  • Designed Client Facing Web Portal
  • Designed Internal Client Service Portal - Margin Workflow Dashboard - Corporate Actions Portal - Asset Transfer Portal - Wire Transfer Dashboard
  • Actively reviewed and reconciled complex client reports and Corporate Action events and communicated directly with clients regarding voting elections, changes, and deadline extensions
  • Led sales calls to demonstrate platform strengths, including operational flowers and technology capabilities
  • Led pathway for client interaction through online Portal and established connectivity for 3rd party vendors by integrating administrators' trading platforms/Order Management Systems
  • Awards and Recognitions: Global Custodian Services - Excellence in Client Service

Vice President

BANK OF AMERICA SECURITIES
New York, USA
05.1995 - 10.2008
  • Supported trade operations and resolved disputes
  • Managed and resolved issues that impacted Prime Brokerage Services
  • Developed and implemented policies and procedures for all aspects of Prime Services
  • Maintained records of new and existing clients
  • Managed a team of Client Service personnel
  • Actively reviewed and reconciled complex client reports and Corporate action events and communicated directly with clients regarding voting elections, changes, and deadline extensions
  • Led sales calls to demonstrate platform strengths, including operational flowers and technology capabilities

Associate

FURMAN SELZ
New York, USA
04.1988 - 05.1995

Education

High School Diploma -

Rice High School
New York, NY
06.1990

Skills

  • Oral Communication
  • Group Collaboration
  • Active listening
  • Microsoft Word
  • Microsoft Excel
  • Google Drive
  • Microsoft Outlook
  • Broadridge (ADP/BPS)
  • Loanet
  • Collateral Management
  • Risk Management
  • Option Clearing
  • Geneva
  • GIM2
  • DTC
  • Closed-End Funds
  • Open-end funds
  • Cash Reconciliation
  • Portfolio management

Awards

Excellence in Client Service, Global Custodian Services

Affiliations

  • Golf, Baseball, Basketball, Football, Snowboarding, Carpentry

Languages

English
Native/ Bilingual
Spanish
Professional

Accomplishments

  • Excellence in Client Service

Certification

  • NASD Series 7
  • NASD Series 99

References

References available upon request.

Timeline

Relationship Manager, Director

BNP PARIBAS
10.2008 - 10.2023

Vice President

BANK OF AMERICA SECURITIES
05.1995 - 10.2008

Associate

FURMAN SELZ
04.1988 - 05.1995

High School Diploma -

Rice High School

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