Erika Herzog


Financial Presentation Specialist (Desktop Word Processing)
July 1998 – December 2012
Credit Suisse Securities (USA) LLC
New York, NY
40 to 60 hrs/wk (for 15 years)
Passed required security clearance

  • 1998-2012: Produced investment banking materials (pitchbooks, Confidential Information Memoranda, custom presentations) using expert level Microsoft PowerPoint, Word, Excel

Document management systems used: Documentum; DOCSOpen; Credit Suisse proprietary
Searched EDGAR filings to pull financial filings and company information
Internet search of client information (investor relations information, logos, colorways, graphics)

  • 1998-2009: Provided word processing, advanced charting, graphical assistance to teams in a reservation-based, “on the floor”, one-on-one setting with individual and/or groups of bankers; included follow-up on projects to evaluate how best to meet high churn of group needs

  • 2001-2012: Provided computer end-user technical support to co-workers and bankers

  • 2001-2012: End-user experience usability feedback/testing automated tools/platforms pre-deployment

  • 2009-2012: Dedicated night shift support to Financial Sponsors execution team

To address approx. 50% document corruption rates with Microsoft Word, created training materials packet with step-by-step best practice instructions on how to avoid corrupting Word, how to use Word styles effectively, how to customize Rating Agency Presentations, etc.
Held group and one-on-one instruction for summer and fall incoming investment banker classes

  • 2012: Proctor, Global Analyst Training program

May 2010 to September 2010
Rodgers & Hammerstein Archive of Recorded Sound
New York Public Library Performing Arts Library
New York, NY
25 hrs/wk (for 17 weeks)

  • Meredith Monk Collection (audio portion)

Confirmed inventory: Conducted materials inventory of hundreds of audio cassettes, CDs, DAT
Used pathways to consolidate data: Consolidated massive, detailed Excel metadata into workable format in preparation for NYPL archival finding aid, which required merging line item information into a catalog-friendly record and track listing
Under direct supervision of Archivist: Established categories and series of collection

  • Research project:

78 RPM record label research to identify holdings in preparation for application for a Mellon Foundation grant
78 RPM shifting project to address issue of sections being out of class mark order

  • Collection backlog project: Check for duplicates, preliminary sorting for Archivist review

  • Databases used:

New York Public Library databases: Atlas (DOS-based), AREV, Rigler-Deutsch Index (“RDI”), NYPL online public access catalog, card catalogs. OCLC’s WorldCat; ProQuest

Office Manager
December 1996 – July 1997
Scott Rudin Productions (SR Films, Inc.)
New York, NY

Administrative / Executive Assistant – Interiors Group
May 1995 – November 1996
Hellmuth, Obata + Kassabaum, P.C. (HOK Architects)
New York, NY
40+ hrs/wk (for 19 months)

  • Provided executive support that included answering phones, scheduling, contracts

  • High-volume word processing and project-based work using Microsoft Office

  • Created and maintained technical specification documents

  • Assisted junior architects with project walkthrough “punch lists” to track outstanding issues

  • Database work: Microsoft Access

Script Supervisor / Production Assistant (Film and TV)
June 1990 – March 1992
Los Angeles, CA / New York, NY


M.S. Library and Information Science
May 2011
Palmer School of Library and Information Science, Long Island University
New York, NY

  • Certificate of Advanced Studies in Archives and Records Management

  • Relevant coursework:

Principles and Practices in Archival Description: Describing Archives: A Content Standard (DACS) and Encoded Archival Description (EAD)
Cataloging Boot Camp
Film and Media Collections
Audio Collections
NYPL Map Institute
Web 2.0
Human-Computer Interaction
Technology for Info. Management: installed Doha integrated library system (ILS) on Debian server

B.A. Film/Video Studies
University of Michigan-Ann Arbor
Ann Arbor, MI

  • Relevant coursework:

  • Film Theory, Arts & Ideas (multiple historic periods), Art History, Photography

Certification in Script Supervision
Hollywood Technical Institute (Jim Kelly Durgin)
Los Angeles, CA



  • Word Processing / Presentation Design (expert level): Microsoft Word, Excel, PowerPoint

  • Familiarity with HTML, XML

  • Genealogy databases: JewishGen, JRI-Poland, FamilySearch

  • Family Trees in database web template: The Next Generation of Genealogy Sitebuilding© (“TNG”)

  • Audacity

  • VirtualBox to access prior versions of Office during phased rollout of Office 2010 at Credit Suisse

  • Citrix to access CUNY Graduate Center resources remotely

Social Media: Twitter, Facebook, Instagram, Pinterest

Tools: Wikipedia (editing: Edit-a-Thons), WordPress Dashboard, Google Analytics, OpenRefine (Google Refine)

Library Science: MARC, DACS/EAD, Cataloger’s Desktop, Connexion, Classification Web


Art: Weaving, Knitting, Mixed Media Collage, Photography


Blogs: (personal blog) (Fall 2012 travel blog) (Holocaust survivor archives project process blog) (summer internship blog)

Websites: (personal website) (Holocaust survivor’s website)

Social Media: (LinkedIn) (Twitter) (Google +) (Facebook) (Pinterest) (Instagram)

CONTINUING EDUCATION Certificates of Completion

  • Google Analytics Essential Training

  • Managing a Hosted Web Site

  • Web Design Fundamentals

New York Metropolitan Council (METRO) Workshops

  • Tools for Managing Digital Collections: BagIt & Bagger

  • Tools for Managing Digital Collections: ExifTool

  • Google Refine workshop

as of 09 Oct 2013

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