Marisa Ortiz
About Marisa Ortiz
Marisa Ortiz is a Senior Account Manager at Transamerica, where she has worked since 2010. She holds a Bachelor of Science in Accounting and Finance from Bridgewater State University and has experience in client consulting, project management, and administrative operations.
Work at Transamerica
Marisa Ortiz has been employed at Transamerica since 2010, serving as a Senior Account Manager for 14 years. In her role, she engages in meetings with project managers and clients to define project scope and objectives. She prepares detailed work plans to ensure project success. Additionally, she functions as a Client Consultant, contributing to the overall client experience and satisfaction.
Education and Expertise
Marisa Ortiz earned a Bachelor of Science (B.S.) in Accounting and Finance from Bridgewater State University, completing her studies from 2005 to 2009. Her educational background provides her with a solid foundation in financial principles, which she applies in her current role. She possesses expertise in managing administrative and case management issues, ensuring smooth daily operations.
Background
Before joining Transamerica, Marisa Ortiz worked as a Bookkeeper at H&R Block for five months in 2009. She also held a supervisory position at CVS Caremark Corporation from 2007 to 2011, where she gained valuable experience in team management and operational oversight. These roles contributed to her skill set in client management and project execution.
Technical Skills
Marisa Ortiz utilizes a sophisticated database of tools for defining client data fields, importing data, designing screens, and creating queries and reports. She has skills in testing and analyzing system configurations to ensure alignment with requirement documents during both implementation and administration phases. Her technical proficiency supports her effectiveness in managing client accounts and projects.