Summary
Overview
Work History
Education
Skills
Timeline
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Emily Williams Ortiz

Fanwood,NJ

Summary

Dynamic individual with a strong background in business operations and contracting. Possessing strong problem-solving skills and a proactive approach to tackling new tasks and challenges. Recognized throughout their career for their dedicated work ethic, results-oriented mindset, and adaptability. Committed to making meaningful contributions and advancing organizational goals, always striving to exceed expectations.

Overview

12
12
years of professional experience

Work History

Operations Controller

Academy Glass, Inc.
03.2020 - 01.2025
  • Created and implemented material/inventory reporting and control systems across organization
  • Conducted regular reviews of operations and identified areas for improvement
  • Devised and implemented processes and procedures to streamline operations
  • Managed all budgets, assets, accounts payable, and receivable and general financial reporting procedures
  • Maintained optimal cost controls by making affordable supplier purchases and negotiating lower prices
  • Monitored project performance to identify areas of improvement and make adjustments
  • Handled all insurance policies and renewals by coordinating directly with insurance companies and managing claims when necessary
  • Resolved conflicts between contractors, suppliers and subcontractors to eliminate workflow disruptions.
  • Sourced, vetted and managed vendors needed to accomplish project goals
  • Responsible for the job costing and financial tracking of all projects
  • Implemented systems to improve process efficiency and reduce project duration

Consultant

INPLACE IMPACT
09.2017 - Current
  • Act as an impact investment consultant to organizations wishing to develop or expand their Environmental Social Governance footprint and/or their Socially Responsible Investing footprint
  • Analyze and breakdown clients business processes and investments to identify and implement strategic reallocations resulting in increased profits and impact
  • Successfully developed a whole systems sales approach to target high net worth individuals and families, impact investors, and registered broker/dealers as active clientele
  • Directly involved in the management, production, and execution of Charleston's first Impact Investing conference 'Impact Day Charleston 20XX"' through the securement of speakers and sponsors
  • Instrumental in the partnering and maintaining of relationships with IGOs, Foundations, and both publicly and privately owned institutions

Internal Sales Consultant

NEW YORK LIFE INSURANCE COMPANY - MAINSTAY INVESTMENTS
12.2015 - 08.2017
  • Internal Partner to the Regional Vice Presidents of both IL/WI and Northern CA servicing wirehouse firms
  • Responsible for selling Mutual Funds, ETFs, SMAs, and LPs to registered Financial Advisors
  • First point of contact for client inquiries including capital market breakdowns, asset allocation advice, and current market investment opportunities
  • Personally increased territory sales by over 20% through various call and email campaigns, the facilitation and maintenance of client relationships, and extensive territory travel
  • Consistently exceeded quarterly and year end sales goals resulting in the highest ETF sales, and net new sales, per territory Q1 and Q2 of 2017
  • Managed all external contacts and client specifics through daily use of CRM system
  • Conducted market and competitive research to prepare, comprise, and proof briefing materials, agendas and decks for all RVPs meetings

Inbound Sales Specialist

NEW YORK LIFE INSURANCE COMPANY - MAINSTAY INVESTMENTS
02.2015 - 12.2015
  • Responsible for the identification of sales opportunities from registered brokers dealers and prospective clientele through the fielding of all inbound inquiries
  • Conduct ongoing competitive analysis on Mutual Funds, ETF's, Annuities, and SMA's
  • Developed a detailed understanding of both domestic and international markets within equity, fixed income, mixed/multi assets, and the alternative space
  • Maintained a high level of personal integrity working effectively with clients, prospects, internal sales divisions, relationship and product management, compliance, and support teams

Internship

SOUTHERN STATES BUSINESS COALITION
06.2013 - 09.2013
  • Assisted in the integration of work being done by global Private Family Offices, Endowments, Environment Conservationists, Philanthropists and Sustainability Leaders to promote sustainable communities
  • Worked directly with C-Suite executives across numerous platforms to advance their global impact footprint within the financial industry
  • Aided in the development and organization of thematic impact conferences from start to finish by successfully recruiting sponsors, speakers, and attendees

Education

B.A. - Economics

UNIVERSITY OF DELAWARE
Newark, Delaware
12.2014

Skills

  • MS Office Suite
  • SGA, Paylocity, Amilia
  • Procore, BuildingConnected, PlanHUB, Textura
  • Systems controls development and implementation
  • A/P and A/R invoicing and management
  • Project scope assessment and planning
  • Material and equipment procurement
  • Labor oversight and safety
  • OSHA Standards
  • Contract review and negotiations
  • Property & Casualty Insurance proficiency
  • Relationship building and management
  • Verbal and written communication
  • Team leadership and development

Timeline

Operations Controller

Academy Glass, Inc.
03.2020 - 01.2025

Consultant

INPLACE IMPACT
09.2017 - Current

Internal Sales Consultant

NEW YORK LIFE INSURANCE COMPANY - MAINSTAY INVESTMENTS
12.2015 - 08.2017

Inbound Sales Specialist

NEW YORK LIFE INSURANCE COMPANY - MAINSTAY INVESTMENTS
02.2015 - 12.2015

Internship

SOUTHERN STATES BUSINESS COALITION
06.2013 - 09.2013

B.A. - Economics

UNIVERSITY OF DELAWARE

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