Resume
LISA MARIA ORTIZ
Manhattan, NY • 917-***-**** • **********@****.***
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
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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