Resume

LISA MARIA ORTIZ

Kew Gardens, Queens, NY 917.359.5471 lortiz1960@live.com

FINANCIAL DOCUMENTATION SPECIALIST/DESKTOP PUBLISHER

Self-motivated professional with 18 years success driving all in-house graphic design and prepress production functions for a financial services firm. Instrumental in cutting overhead costs, streamlining processes, standardizing templates, and boosting workflow productivity and efficiency. Adept at managing high-output operations while ensuring adherence to design quality principles. Dedicated to delivering vital projects on time and within budget. Bachelor of Arts in Media Communications, backed by Certificate in Web Design. Areas of expertise: Financial Documentation Design Graphic Design Desktop Publishing Pre-Press Production Press Checks Digital Proof Approval Spreadsheet & Template Creation Graphs & Charts Branding Integrity Project Management Financial Report Creation Presentations E-book Design E-Magazine Design Color Corrections Photo Research Contract Negotiations Vendor Relations Network & Desktop Support

PROFESSIONAL EXPERIENCE
REICH & TANG ASSET MANAGEMENT, LLC., New York, NY 1991-2009 Offers small and mid-cap equity strategies, global yield-enhanced fixed income, and money market portfolios. Financial Documentation Specialist/Desktop Publisher Served as firms sole onsite graphic designer. Prepared and gathered accounting financials, monthly, quarterly, and annual materials while ensuring all client branding remained consistent on in-house developed materials. Produced text-intensive documents using Adobe Creative Suite. Negotiated vendor contracts and liaised with press houses to oversee quality of printing jobs. Managed all pre-press processes; made color corrections, and approved digital proofs in PDF format. Purchased image story lines from stock photo sites to create story boards for PowerPoint presentations. Designed customized spreadsheets and templates for multiple departments. Met daily with firms attorneys and department managers to discuss project progress. Led efforts to reduce overhead costs, boost productivity, and enhance departmental efficiency. Key Contributions:

Cut departmental costs 50% by initiating creation of this in-house desktop publishing division to replace former 3rd-party services. Re-designed and enhanced overall aesthetics of financial statements and assumed additional design work accountability as firm expanded from 12-fund to 55-fund product line. Developed simplified, seamless approach to creating SEC boilerplate templates and style sheets while retaining SEC- required plain English design for audience. Reduced print costs by redesigning with trim size in mind, color branding with PMS colors, and suggesting use of soy-based inks and recycled products. Standardized cross-department templates QuarkXPress, InDesign, and PowerPoint. and style sheets created in MS Word,

Translated international marketing materials from English to Spanish.

Resume LISA MARIA ORTIZ

917.359.5471

PAGETWO
lortiz1960@live.com

EARLY CAREER
Reich & Tang Asset Management, LLC. ~ Technical Support Specialist

Provided firm-wide network and desktop support. Maintained mainframe computer; purchased printers and peripherals; created templates for marketing department. Supported staff with application troubleshooting; resolved technical issues.

Reich & Tang Asset Management, LLC. ~ Administrative Assistant/Financial Librarian Assistant

Provided administrative support to 6 equity fund traders. Compiled financial data for capital management research analysts.

FORMAL EDUCATION
Bachelor of Arts in Media Communications Hunter College, New York, NY Visual Media Studies Pratt Institute, Brooklyn, NY Web Design Certificate Noble Desktop, New York, NY

AFFILATION MEMBERSHIPS

Biltmore Whos Who Registry of Executives and Professionals Team Captain, Reich and Tang American Heart Association fundraiser, 3 consecutive years Member, National Association of Photoshop Professionals

AWARDS RECOGNITION

Winner, Reich & Tang Funds Presidents Club Member Award for Outstanding Corporate Contribution Semi-Finalist, Presidential Scholarship of the Arts awarded by President Ronald Reagan

TECHNICAL SKILLS

Hardware: PC platform, Intuos WACOM Tablet, Portaview Lightbox, Android Phone, ASUS Laptop, Notebook, Barnes & Noble NOOK, Motorola XOOM Tablet Software: Word, Excel, Outlook, PowerPoint, Adobe Illustrator, Photoshop, QuarkXPress, Acrobat, InDesign, Dreamweaver CS4 & CS5.5, Adobe Flash CS5.5, Adobe Fireworks CS5.5