Robert Guerra

Robert Guerra Email and Phone Number

Assistant Vice President at BNP Paribas @ BNP Paribas
Robert Guerra's Location
New York, New York, United States, United States
Robert Guerra's Contact Details

Robert Guerra work email

Robert Guerra personal email

n/a
About Robert Guerra

Experienced professional with a demonstrated history of working with Prime Brokerage and other financial institution clients. Skilled in client/stakeholder management, KYC, Sales and FO support, Compliance, and Regulatory Requirements. Strong business development professional with a Master of Public Policy & Administration (MPPA) focused in Public Administration from Northwestern University.

Robert Guerra's Current Company Details
BNP Paribas

Bnp Paribas

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Assistant Vice President at BNP Paribas
Robert Guerra Work Experience Details
  • Bnp Paribas
    Assistant Vice President - Team Lead (Fic)
    Bnp Paribas Mar 2021 - Present
    Paris, Fr
    Client Management - Global Markets & Financial Institutions• Coordinate the recertification of KYC across multiple teams globally• Lead daily prioritization calls • Work directly with clients to obtain all necessary information to fulfill our regulatory obligations• Maintain accurate records• Engage with stakeholders to ensure efficient work flow processes and promote key priorities • Adhere to established policies and procedures
  • Barclays Investment Bank
    Analyst
    Barclays Investment Bank Mar 2018 - Mar 2021
    New York, Ny, Us
    • Dedicated sole KYC onboarding analyst for Barclays Prime Brokerage• Liaise directly with clients to obtain pertinent KYC information• Perform client due diligence • Onboard Hedge Funds and Investment Managers for the Americas and EMEA regions• Accustomed to reviewing Hedge Fund related documentation such as PPMs, IMAs, LPAs, LLC agreements, along with additional constitutional documents• Work to mitigate risk to the firm by ensuring that Barclays remains compliant with applicable global regulatory requirements and Barclays global procedures• Collaborate with internal stakeholders, including senior management to meet tight deadlines• Knowledge of US Patriot Act, FinCEN, FINRA, and other applicable regulations• Primarily onboard Hedge Funds, but have experience with Global Corporates, Publicly Listed Entities, and Special Purpose Vehicles.
  • Adp
    Accountant Service Specialist
    Adp Feb 2017 - Feb 2018
    Roseland, New Jersey, Us
    • Support our client referring CPA’s with their payroll processing and any potential HR/tax issues• Provide technical support regarding ADP products and features, such as software• Assist in the resolution of complex tax notices• Reconcile federal form 941 and any applicable state withholding tax forms.• Help clients maintain compliance with payroll and labor requirements• Drive business growth by assisting our sales partners with acquiring additional clients• Implement CPA and sales centric initiatives• Other ad-hoc assignments as necessaryFurthermore, using metrics and qualitative data, my team looks at new ways of improving the client experience and overall client retention by identifying trends and implementing resolutions that enhance service levels. We go further to identify opportunities for our sales partners to offer our clients additional products and features to help them overcome their HCM challenges.
  • Adp
    Associate Client Support Consultant
    Adp Jul 2015 - Feb 2017
    Roseland, New Jersey, Us
    • Investigate, research, and analyze problems through collaboration with other ADP associates while consistently developing and maintaining positive ADP/Client relationships.• Provide client support regarding ADP programs, products, and software within ADP’s small business services.• Respond to tax and payroll inquiries regarding ADP products.• Ensure clients stay compliant with local, state, and federal payroll & tax regulations.• Conduct correspondence with clients to resolve issues.• Leverage strong interpersonal skills and product knowledge to execute client-centric activities
  • United States Senate
    Press Intern - U.S. Senator Robert Menendez
    United States Senate Sep 2014 - Dec 2014
    Washington, District Of Columbia, Us
    • Responsible for drafting press releases/statements.• Provided the Senator and staff with daily New Jersey news clips.• Maintained press lists and media database.• Transcribed speeches and recorded minutes of phone conferences and meetings.• Attended and reported on Congressional committee hearings and presentations.• Edited Senator’s Official Website.• Lead Capitol Hill tours to constituents and guests of the Senate Foreign Relations Committee. • Answered and screened phone calls.• Sorted and distributed mail to appropriate staff

Robert Guerra Skills

Customer Service Microsoft Word Microsoft Excel Microsoft Office Data Entry Public Speaking Customer Satisfaction Powerpoint Telephone Skills Outlook Microsoft Powerpoint Time Management Teamwork Leadership Analytical Skills Policy Analysis Aml Regulatory Compliance Analytics Financial Services Anti Money Laundering Back Office Operations Investment Banking Due Diligence Sap Team Building Sap Fts Kyc Prime Brokerage Orbis Lexisnexis Client Services Communication Hedge Funds Onboarding Client Onboarding

Robert Guerra Education Details

  • Northwestern University
    Northwestern University
    Public Administration
  • Saint Peter'S University
    Saint Peter'S University
    Political Science And Government

Frequently Asked Questions about Robert Guerra

What company does Robert Guerra work for?

Robert Guerra works for Bnp Paribas

What is Robert Guerra's role at the current company?

Robert Guerra's current role is Assistant Vice President at BNP Paribas.

What is Robert Guerra's email address?

Robert Guerra's email address is ro****@****ays.com

What schools did Robert Guerra attend?

Robert Guerra attended Northwestern University, Saint Peter's University.

What are some of Robert Guerra's interests?

Robert Guerra has interest in Politics.

What skills is Robert Guerra known for?

Robert Guerra has skills like Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Public Speaking, Customer Satisfaction, Powerpoint, Telephone Skills, Outlook, Microsoft Powerpoint, Time Management.

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