Open to opportunities

Julissa Ortiz

@julissaortiz1

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Results-driven finance professional with expertise in treasury, risk, and client management.

United States

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What I'm looking for

I seek a role that fosters innovation and collaboration, allowing me to leverage my treasury expertise while contributing to strategic financial initiatives.

Experienced strategic thinker with a performance history in meeting demands and outstripping targeted metrics by

impacting operational controls, hitting forecasts, maneuvering budgets, driving project plans, and building processes. Personable

employee who can work cross-functionally with employees and collaborate with diversified internal and external groups, including

executive leadership, stakeholders, and organizations, to accomplish shared goals within set timeframes.

Experience

Work history, roles, and key accomplishments

Current

Vice President, Corporate Treasury

Current

Goldman Sachs

Jun 2018 - Present (7 years)

Spearhead a team managing global treasury services and cash accounts, collaborating with various internal teams to set up liquidity solutions and improve client service experiences. Oversee reference data management and strategic initiatives to enhance operational efficiency and risk management.

Treasury Management Project Management Risk Management Client Relationship Management Data Analytics Operations Management Change Management Leadership Strategic Planning Cross Functional Collaboration

Private Client Banker

JPMorgan Chase

Sep 2016 - Jun 2018 (1 year 9 months)

Cultivated relationships with high-net-worth clients, providing tailored wealth management solutions and executing KYC procedures. Improved client acquisition and retention through exceptional service and strategic advice.

Client Relationship Management KYC Wealth Management Risk Management Sales Customer Service Financial Analysis Portfolio Management Problem Solving

Personal Banker 2/Business Specialist

Citigroup

Aug 2013 - Aug 2016 (3 years)

Fostered client relationships through proactive outreach and training branch staff to exceed sales goals. Conducted KYC due diligence and provided risk management oversight for transactions.