James Altemus Email & Phone Number

Verona, Wi, Us

• Build encoding algorithms to group medical data and allow comparison of encoded data types between customers• Forecasted factors for high priority escalations to identify possible areas for proactive customer engagement• Architected database solution to store performance information from customer systems• Developed internal dashboards to track customer performance, feature adoption, and escalation factors• Analyzed customer facing dashboard usage statistics to identify areas of improvements saving customers development time

Verona, Wi, Us

• Reviewed performance metrics with customer executive teams to increase efficiency, identify areas for further automation, improve system health, and ensure business compliance• Developed financial performance metrics to identify cost saving opportunities averaging about $20,000 for small customers and $150,000 for large customers per month• Managed implementation of a large-scale data consolidation project from a merger including the creation of data pipelines and automation scripts in VBA and Python• Coordinated new development presentations for all customers in my division

New York, Ny, Us

• Construct balanced portfolios valued at an average of $70,000 that perform an average of 3% – 4% above the benchmark• Rebalance portfolios quarterly to maintain high performance• Pitch 2 – 3 portfolio models or rebalancing recommendations a week to a Financial Advisor for his clients’ use• Draft quarterly performance reports and analysis of clients’ holdings• Reviewed investment fund presentations to gain insight on product offerings

• Maintained alumni-university relationships, and gained valuable customer service experience by discussing our alumni’s experiences at the university, updating them on changes we are working on and filing suggestions made by the alumni • Persuaded 7.75% of contacted alumni to give back to the University of Houston with an average pledge of $91.36

Houston, Tx, Us

• Efficiently reviewed 9 scientific research papers to assist with the preparation of the project’s thesis paper and citation of sources for the dissertation• Conducted cost analysis of the price and quality of equipment such as chemicals, machine parts and other research tools resulting in efficient advancement the project • Quickly learned how to operate various machines in order to work independently • Created Standard Operating Procedure documents to promote safe use for 5 machines • Analysed experimental results with the team of 4 researchers

Master'S Degree, Investments And Securities

Bachelor Of Business Administration (B.B.A.), Finance, General

Minor, Mathematics