Jorge E. Ortiz Email & Phone Number

California, United States

• Manager, Systems Engineer, Service Desk manager and lead technical resource for Messaging Security and Microsoft’s suite of security products. Provide leverage and value to Cybersecurity and IT, offering technical leadership to the business. Play a key role in driving the success of tech initiatives from concept to completion while providing Daily Activity Reporting to the CTO. Wear many hats. • Oversee performance evaluations, growth strategy and career paths.• Manage and establish email security, anti-phishing efforts, and integrate new security systems.• Lead in thwarting advanced penetration attempts on messaging, maintaining system integrity through several tests by top-tier security firms.• Engineered email business continuity and archiving solutions, augmenting business resilience.• Own Microsoft M365 Apps, CoPilot.• Onboard AWS AI services (Bedrock, Claude).• Handle all team escalations for problems targeting high business impact for the organization.• Cultivated a position of cross-functional leadership to reduce friction between support and engineering teams.• Architected and refine the firm’s email security gateways through effective policy work and oversight; integrate AI and API-based email security solutions.• Secured a DMARC Reject policy, significantly fortifying email security and reducing phishing risks.• Mentor empathetically as a manager, providing reliable direction and guidance.• Lead Microsoft Defender and App Governance enablement.• Foster an inclusive environment of confidence and continual improvement, personally training junior staff in systems administration, reducing escalations to infrastructure members by significant margins.• Automate operations as a prodigious server-side scripter using PowerShell and KQL for security reporting and business-aligned workflows.• Currently leading an effective case management strategy that reduced our ticketing queue by over 700% and improved service delivery from hours to minutes.

Stamford, Connecticut, United States

• Managed the Messaging server engineering dept. covering a physical and cloud server environment through many firm-wide transformations and transitions in one of the most demanding, highly measured, and closely monitored white glove service environments.• Revitalized messaging server (physical and cloud) and support workflow operations, including the architecture and management of Proofpoint Cloud, Cisco, Forcepoint, and FireEye security controls, SourceOne E-Discovery, F5 load balancing, and on-premises MS Exchange to M365 messaging systems connectivity. • Successfully led server decommissioning and cost measures, saving the firm over $5 million annually.• Led an M365 migration for 2000+ users to M365 - Exchange Online.• Responsible for years of sustained, heavily audited team performance improvements in technical operations and projects.• Established a successful, first-of-its-kind messaging operations team that significantly augmented the ability of systems architecture teams to lead across other firm-wide transformational efforts.• Leadership was also displayed in meaningfully helping dozens of first-year consultants adjust to and thrive in a work culture that notably boasts a 50% attrition rate within the 1st year. I was praised for that work with distinction, in addition to my core 24x7/365 duty. • Triumphant exit. Dotted the I’s, Issue logged T’s.Responsibilities included:• MS Exchange Server 2016, Mail security and load balancing infrastructure, Symantec.Cloud, Proofpoint, AREA1, Forcepoint, Fire Eye, F5, Ironport• E-Discovery and Compliance, Proofpoint and SourceOne• Change Management• Lifecycle Management• Security Investigations and auditing• Product Management for MS Outlook (tech foresight, problem mgmt) and email-embedded software, where I improved Outlook performance measurably across the firm• Trained junior staff and held Tech Talks in all functional technology areas• Interviewed and helped manage one-day hiring events

New York, New York

• Managed of a Global Trade Desk Support operation. Led by example, significantly improving response time, and the ability of the team to support and manage Market Data for the firm. I covered all technology needs while reporting directly to the business and exclusively for the trading floor, IR, and C-Suite executive support while setting the tone and pace for the team. • Led the design of IT governance for the trade desk, particularly for configuration management, knowledge base, and a 1-1 device hotswap process that reduced trader downtime from 4 hours to 15 minutes. • Authored and designed a follow the Sun support model, gaining international technology management experience covering NY, London, Singapore, and 12 offsites. • Prior to promotion, appointed as the lead business-aligned server engineer managing app servers running Windows, Linux, Transact SQL, AWS, and market data feeds. Head server Dev/Ops engineer, in charge of the integration several high impact market data driven services, permissioning new exchanges, following up on missing/slow tick data, and tracking spend, while negotiating alternate routes for trade data (Equities, Commodities) during outages.• Responsible for permissioning exchanges, tracking data usage costs, b-changes, setting up dark pools, etc. Server side scripting with VB, Transact SQL, and PowerShell. • Automated all things, leveraging VBScript, Batch, SQL, C# as needed. Products: Reuters Eikon, Reuters DataStream, Bloomberg, Charles River, MS Passport, BARX FX, BARX Futures, X-trader, FX All, Prime Trade, Goldman 360, Espeed, TradewebServer: AWS Ec2 instances running Ubuntu 12.1, SQL services running on Win Server 2008Scripting: Powershell, Batch & VB Script

New York, New York

• Provided server engineering, cloud architect support during early years at Moelis & Co., contributing to developing a first of its kind, Salesforce powered franchise management platform, while ensuring efficient email messaging engineering operations.• Excelled at the IT operations aspects of my role focusing on Windows Server, SQL, MS Exchange, and Veritas Net Backup.• Shined when managing Salesforce Administration, enhancing efficiency and productivity, while prolifically building out bespoke, business aligned applications that streamlined company operations.• Provided tactical support and project management for a $200M Dubai World deal, driving service delivery, printing and hardware supplies for the deal team, while automating innovative methods and fostering collaboration across field offices. Worked constantly with international couriers and services.

745 5Th Avenue New York, New York

[Hedge Fund closed, absorbed by Fortress Investment Group]Trading Application DevOps Support for trade execution issue diagnosis, order management, execution, and ledger server-side services. Windows Server, Transact SQL, server-side scripting, and support for Trade Desk and C-Suite (US/Intl): Dan Zwirn, David Lee, Joseph Kusnan (JCK Partners).• Managed all aspects of post-trade clearance inspection, order management systems, financial instruments and exchange permissioning, trade allocations, resubmissions, ledger, and risk systems database troubleshooting using transact SQL. • Lead engineer and APOD Admin responsible for transitioning ITG Macgregor to the Bloomberg Portfolio Management System. I knew that and other proprietary systems with great depth.• On call, 24x7/365.

New York, New York

• Supervisory (4 reports) and support duties for 500+ users• Vendor DevOps for Market Data, web, and clearing applications: Bloomberg, Reuters, Sophis, Summit, Tradeweb, Bear Trade, Prebon, SWIFT, Loanet, Direct Trade, BoNY GSCC, RepoEdge and Citibank• Led and executed in a highly demanding private equity environment from A-Z, Accounting to C-Suite• Primary tech lead for Business Continuity planning and execution, building out multiple 300+ seat recovery sites and leading a transition to Citrix server-published apps and thin clients. • Led successful site buildout: desktop mirroring, thousands of cross connects, and PC build-outs, along with substantial inter-state building moves• Desktop and build automation, extensive registry work, Citrix Server app publishing, MS Exchange 2007, Quality Assurance testing, and user profiling.• Participated in developing and authoring my management responsibilities, through promotion with the head of technology, designing the services that would be provided, and the function of reporting positions. Successfully built out and executed teaching a learning curriculum with milestones for grooming Junior staff into my supporting positions.

New York

• Morgan Stanley• JP Morgan-Chase (3 projects@80 Wall St. on 9/11)• Merrill Lynch• AT&TProject management and business analyst. Team leadership, and requirements gathering for projects serving thousands of users & endpoints. Led staff and managers through many merger tied consolidation and migration initiatives. Proven track record of achievements, continuously invited by JP Morgan and Merrill Lynch to offer consulting services in various capacities.Worked at 80 Wall Street through 9/11 for JPMC. Perservered. Requested to return, to work for JP Morgan’s Project Management Office. • Shined in reviewing project charters, determining their alignment with firm initiates, and sniffing out overlap and the misallocation of merger related funds to accelerate pet projects. Prevented many abuses.* As a Project Manager at JP Morgan, my work involved negotiating and managing expectations across IT organizations and business stakeholders, while requirements gathering at a massive scale, and coordinating with building movers during the merger of 80 Wall St. to 270 & 277 Park Ave. * As a Project Analyst for the JP Morgan Chase PMO, I was reviewing, approving, and rejecting projects and related expenses during a time a great transitions and transformations related to the merger. * For Morgan Stanley as a Business Analyst involve engaging in learning, training users, configuring and building out SAP Ariba, SWL Reporting, and supplier consolidation * At AT&T, my Project Lead successes involved I leading a team in documenting application, middleware and network firewall port requirements for a successfully executed AT&T India offshore project.

14 Wall St. Ny, Ny

• Managed and supported the trade support operations of the New York Stock Exchange and the American Stock Exchange, providing end-to-end support for floor traders, booths, instruction management, and Treasury located at 14 Wall Street. An incredibly demanding, fast paced environment, requiring expertise and resourcefulness, doing everything from troubleshooting advanced tech to IBM mainframe emulators, to running trade tickets; even fetching sandwiches• Provided comprehensive technology ownership management and high-level desktop support to the New York Stock Exchange and the American Stock Exchange, ensuring seamless operations for floor traders, booths, instruction management, and Treasury at the 14 Wall Street location. Managed all support and triage for money transfer operations and blackbox hardware, SWIFT, and IBM mainframe emulators, demonstrating mastery in overseeing complex operational environments while maintaining a great rapport with key stake holders.• Prior to my promotion to supporting the exchanges, I provided end-to-end desktop support for a large environment that spanned across more than 10,000 employees, initially providing support of “5 office floors” (hundreds of users, whom I all knew by name) as as a sole, dedicated, line of business tech. Demonstrated a highly responsive approach to resolving issues with workstations, printers, servers, and other critical equipment, resulting in a significant reduction in downtime and a highly efficient environment.• I transitioned from Banker’s Trust to Deutsch Bank and survived the merger, continuing on to support trading booths for both films (and owned entities) doing anything and everything from IT support, mainframe emulator support, punching down cross connects, troubleshooting delayed tick data, batch script automation, to running trading tickets to instruction management, grabbing lunches, coffee, to other administrative support. All out and doing anything and everything to support the traders.

World Financial Center, Ny, Ny

• As a junior member of IT at Merrill Lynch, I initially provided essential support for the Y2K code renovation project. I worked on a diverse, highly skilled team with people from all over the world who were eager to teach. Outside of supporting a computer lab in college this was the best start I could have hoped for. Began with a good amount of application support knowledge from the college lab, and already had Netware 3.12 server administration experience, especially in the way of writing login scripts. • Earned a promotion to the Server Administration and Tools team after achieving advanced server certifications. I provided infrastructure and server support to ensure optimal IT operations. That work began with support of an IBM RS/6000 and moved into Windows Server administration with work and projects including, managing storage, backups, batch scripting, KIXStart login script creation, and restructuring department-wide file and folder permissions.With over 20,000 sqft of data center, I took on initial cabling/network projects that involved significant input and complexity within the team. From day one, I embraced responsibility for batch script automation, AutoSys, and patch management. I began my career supporting developers and systems.

Master Of Science - Ms, Computer And Information Systems Security/Information Assurance

Activities and Societies: TESU Mentor: Thomas Edison State University, established over 50 years ago, is a renowned institution known.

Certified, Itil

Advanced Transact-Sql Server Side Programming With .Net And Xml

Sql Programming Language Introduction

Certificate, Finance And Accounting For Nonfinancial Managers

Salesforce Administration Essentials For New Admins (Adm211)

Activities and Societies: Salesforce Administration for Moelis & Co. Franchise Management Platform Determine and implement appropriate.

Certificate In Network Engineering And Data Communications, Network Engineering

Education record

Education record