Resume

LISA MARIA ORTIZ

Manhattan, NY • 917-***-**** • ace43v@r.postjobfree.com

ADMINISTRATIVE MARKETING ASSISTANT

Self motivated professional with 16 years of success supporting senior, mid level executives, corporate level

divisions and staff. Instrumental in streamlining and increasing workflow productivity and efficiency. Adept at

managing high pace operations while ensuring adherence to quality.

Areas of expertise:

Front Desk Operations • Liaison with Internal and External clients • Corporate Meetings • Travel Itinerary

Car Service • Scheduling • Confidentiality • Presentations • Vendor Contracts • Expense Report

PROFESSIONAL EXPERIENCE

E*TRADE Financials, LLC New York, NY ● Apr. 2014 – June 2014 (Contract)

Presentation Specialist (Project Management Team)

Updated PowerPoint decks for the Project Management Team. Compiled excel charts with salesforce data.

Maintained correspondence with external team members when updating monthly reports. Created white

page Marketing forms used by field agents in Menlo Park, LA, Alpharetta, GA and Manila Philippines.

Brand training manuals with E*TRADE charts and tables using Microsoft Word and Excel. Participated in

online team meetings.

Napoli Bern Ripka & Shkolnik, LLP New York, NY ● DEC. 2013 JAN. 2014

(Personal Injury Trial Lawyers, TOP Ten Settlement "Super Lawyers" )

Marketing Assistant (Assistant to Marketing Director and Operations Director)

Respond to daily e mail requests by associates and principals. Prepared and disseminated materials

needed for Marketing and HR Department meetings. Created filable PDF files for on boarding new staff.

Liaison press houses for all print collaterals. Maintained departments filing system. A ssist dialogue with

social media group to link images and phone line marketing of daily trials. Helped with internal online Web

Portal using Endulence software.

Canon Business Process Services, Inc. New York, NY ● NOV. 2012 NOV. 2013 (CONTRACT)

(Document process management services & Technology of Canon)

Benefits Assistant (Assistant to Canon Benefits Manager) ● OCT. 2013 NOV. 2013

Updated applications and Collaterals to reflect Obama Care health reforms. Created on boarding

templates and style sheets for the Benefits department and sales team. Designed Annual 32 Page

Benefits brochure with a circulation of over 10,000 potential and existing employees. Scheduled

external phone meetings with press houses and Benefits Managers.

Otsuka America Pharmaceutical, Inc. Princeton, NJ ● MAY 2013 AUG. 2013

Resume

Business Services Associate "Canon Floater" Working under Directors, Scientists and Doctors from

Biologics. Duties involved but not limited to; adjusting calendar meetings in Outlook. Travel

arrangements in Concur. Technical support (scanning files to e mails, creating Filable PDF files, style

sheets and templates in Word, Excel and PowerPoint). Set up teleconference/conference board

meetings in Resource Scheduler. Also, assisted in Interview Debriefs, taking meeting minutes and

creating department agendas.

Marketing Coordinator (Assistant to Canon Marketing Manager) ● MAR. 2013 MAY 2013

Calendar coordinator to track daily and weekly changes to FACT SHEETS and Analytics. Attention to

rebranding of collaterals, quality control when applying stock images, fonts, stock paper, remaining in

compliance the way Canon wants its image perceived. Administer spreadsheets that would document

all stages for an upcoming Mid West trade show. Setting up templates with link to Conference

essentials.

Branding Design Team (Assistant to Canon Directors/Managers of Benefits, Employee Relations and

Human Resources) ● NOV. 2012 MAR. 2013

Merging PowerPoint slides into Canon brand templates. Making sure all animations and transitions

were coordinated with Webinar documents. Rebranding using the Canon design format with logo

positioning, color correction, and template designing in Microsoft Word. Creating Filable PDF online

forms in Acrobat. Creation of Training manuals in PowerPoint for field Sales team.

MOODY'S (BOND RATING BUSINESS OF MOODY'S CORP.) New York, NY ● AUG. 2012 NOV. 2012 (CONTRACT)

Publishing Production Associate (Assistant to Production Manager of Global Affairs)

Editing global Word and Excel analyst research downloaded from Japan, China, Brazil and USA. Editing consisted

of updating: field codes, footnotes, bookmarks, hyperlinks, tables, charts graphs, header and footers. Providing

authenticity of electronic data using Filemaker Pro database, Q&A of final PDF files published on Moody's.com.

Artistic Dreams International Inc., New York, NY • Summer 2012 (free lance)

Administrative Assistant, Marketing (Assistant to Creative Director)

Compile list of donors and organize them according to their giving impact. Assist dialogue with video and social

media group to link images and video to Quarterly Newsletter. Created Animoto video of children's works created at

the Harlem Library and then Post to Facebook home site. Weekly updates of PowerPoint presentations.

Alpha Sights, New York, NY • Spring 2012 (Consultant)

Consultant on the prospects of mutual funds printing and how corresponds to Security Exchange legal filings.

Reich & Tang Asset Management, LLC. New York, NY • 1991 2010

Desktop Publisher (Administrator to the Mutual Funds Chief Operations Officer and President)

Instrumental in managing and saving over $200,000 in maintaining a financial Desktop division. Coordinated all the

necessary documentation from key divisions and Partners (Accounting, Compliance, Marketing, Directors) to

create 55 of Reich & Tangs Mutual Funds collaterals. Created over 5,000 Prospectuses, Annuals, Semi Annuals,

Quarterly Reports, Year End Tax Letters and Fund applications, but not limited to . Scheduled all weekly, monthly

and annual meetings with department heads arranging time frames in printing all financial materials for the year.

FORMAL EDUCATION

Visual Media Studies • 2003 2005

Pratt Institute, Brooklyn, NY

Resume

Bachelor of Arts in Media Communications/Minor Computer Science • 1985 1989

(Internship with World Wide Television News)

Hunter College, New York, NY

Web Design Certificate CS5 (Flash, Dreamweaver, e Books/Magazines) • 2010 2011

Noble Desktop, New York, NY

AFFILATION MEMBERSHIPS

Biltmore Who’s Who Registry of Executives and Professionals

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Team Captain, Reich and Tang American Heart Association fundraiser, 3 consecutive years

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AWARDS RECOGNITION

Winner, Reich & Tang Funds Presidents Club Member Award for Outstanding Corporate Contribution

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Semi Finalist, Presidential Scholarship of the Arts awarded by President Ronald Reagan

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TECHNICAL SKILLS

Hardware: PC Software: Word, Excel, Outlook, PowerPoint, Publisher, Illustrator, Photoshop, Acrobat,

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InDesign, Concur, Resource Scheduler and Filemaker Pro. Social Media: Facebook Business for Corporate

Profiles Company Portal Software: Endulence

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