Jennifer Lu Greene

US Patent:

20210090191, Mar 25, 2021

Filed:

May 23, 2017

Appl. No.:

15/603083

Inventors:

- San Francisco CA, US
Haritha Devarajan - Dublin CA, US
Ellen Fabini - San Francisco CA, US
Jennifer Greene - Novato CA, US
Darius Miranda - San Francisco CA, US
Marria Rhodriquez - San Francisco CA, US

International Classification:

G06Q 50/18
G06N 5/02

Abstract:

A system, method, and apparatus for offering estate planning prediction and recommendation services to a client using a server system including a processor and a memory having instructions stored in non-transitory machine-readable media, the instructions executable by the processor, is provided. The server system is structured to receive information relating to one or more assets of a client, monitor a health status of the client, determine a redistribution plan for the one or more assets of the client, based on the health status of the client, and redistribute the one or more assets of the client according to the redistribution plan.

US Patent:

20190057343, Feb 21, 2019

Filed:

Jan 11, 2018

Appl. No.:

15/868845

Inventors:

- San Francisco CA, US
Haritha Devarajan - Dublin CA, US
Ellen Fabini - San Francisco CA, US
Jennifer Greene - Novato CA, US
Darius A. Miranda - San Francisco CA, US
Marria Wairmola Rhodriquez - San Francisco CA, US

International Classification:

G06Q 10/08
G06Q 40/08

Abstract:

A smart inventory service provider system is provided. The system includes a network interface configured to communicate data over a network and a processing circuit. The processing circuit includes one or more processors coupled to non-transitory memory. The processing circuit is configured to receive inventory item data. Inventory item data is associated with an inventory item and is captured by a user computing device. The processing circuit is further configured to associate the inventory item data with a user account in a user inventory database, monitor an external computing system for a transaction offer related to the inventory item, and transmit the transaction offer to the user computing device.