James Koester

Background

About James Koester

With dual master’s degrees in Business Administration and Finance, and nearly five years of experience across operations, client service, and data, I’ve developed a career focused on solving complex problems in the financial industry. Now, I’m expanding that impact through data science and fintech innovation.My career began in client-facing and operational roles where I saw firsthand how accurate data, efficient systems, and strong relationships directly affect business outcomes. At firms like Wells Fargo Advisors and Stifel Financial, I’ve led quality assurance initiatives, automated reporting processes, and helped distribute over 6 million tax documents. I’ve also built tools using SQL, Excel Macros, and VBA that cut reporting time by 30% — empowering teams to make faster, more informed decisions.That journey led me to TripleTen’s Data Science Bootcamp, where I’m building hands-on experience in Python, Jupyter Notebook, and machine learning. My goal is to bring together my operational finance experience with modern data techniques to help businesses drive clarity, reduce inefficiencies, and uncover insights that matter. Technical Toolkit- SQL (query writing & optimization)- Excel (PivotTables, VLOOKUP, Macros)- Oracle Database, BETA Systems- Python & Jupyter Notebook (in progress)I bring a solutions-focused mindset, clear communication, and a deep understanding of financial processes. I plan to pursue the Series 7 exam after completing my Data Science certification to further strengthen my expertise in finance and investment operations. I’m committed to continuous learning and building a career at the intersection of fintech, data, and business strategy. Let’s connect! I’m open to conversations about data roles in finance, fintech, or analytics. Reach out anytime via LinkedIn or email: KoesJame@gmail.com.Feel free to check out my projects that I've completed through Triple Ten coding bootcamp! Github: https://github.com/jkoester91/my-portfolio