Diego Ortiz Email & Phone Number | 6+ years of progressively responsible experience in transaction accounting, asset allocation, operations, finance management, marketing, labor relations, and portfolio management. My expertise lies in multimillion-dollar asset allocation and developing proactive strategies designed to drive and sustain gains. Proven track record of increasing gains, streamlining operations, and decreasing costs. Notable achievements include creating 3 asset allocation strategies that increase gains by 17% while suffering no loss whatsoever for a 60-year period, streamlining in-house operations, decreasing job turnaround times, and increasing safety performance levels. Complementing my ability to implement 17% gains asset strategies and programs, spearhead the development of systematized tracking programs, and effectively introduce new portfolio management and CRM software are equally strong qualifications in program strategy, data analysis and tracking, portfolio management and project management. I am able to provide strategic direction with appropriate tactical action plans to meet these needs while responding to the constantly changing demands of the financial markets. I lead by example and provide strong decision-making and problem-solving skills.

Diego Ortiz

6+ years of progressively responsible experience in transaction accounting, asset allocation, operat...
Puerto Rico

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Diego Ortiz’s Email dortiz@libertypr.com

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Diego Ortiz’s Location Puerto Rico

Diego Ortiz’s Current Industry Sonnell Truck Center

Diego Ortiz’s Prior Industry Liberty Of Puerto Rico | The Gold Refinery | Usda

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Senior Financial Analyst

2020-09-01 00:00:00 - Present

Financial Analyst

2015-08-01 00:00:00 - 2020-09-01 00:00:00

Financial Planing Analyst

2010-09-01 00:00:00 - 2015-08-01 00:00:00

Federal Officer - PPQ Aid

2006-03-01 00:00:00 - 2010-09-01 00:00:00

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Diego Ortiz is a 6+ years of progressively responsible experience in transaction accounting, asset allocation, operations, finance management, marketing, labor relations, and portfolio management. My expertise lies in multimillion-dollar asset allocation and developing proactive strategies designed to drive and sustain gains. Proven track record of increasing gains, streamlining operations, and decreasing costs. Notable achievements include creating 3 asset allocation strategies that increase gains by 17% while suffering no loss whatsoever for a 60-year period, streamlining in-house operations, decreasing job turnaround times, and increasing safety performance levels. Complementing my ability to implement 17% gains asset strategies and programs, spearhead the development of systematized tracking programs, and effectively introduce new portfolio management and CRM software are equally strong qualifications in program strategy, data analysis and tracking, portfolio management and project management. I am able to provide strategic direction with appropriate tactical action plans to meet these needs while responding to the constantly changing demands of the financial markets. I lead by example and provide strong decision-making and problem-solving skills.