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.
• 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