Bernard Del Rey - Chicago IL, US Mark Sheehan - Middletown DE, US Donald Weldon - West Chester PA, US
International Classification:
G06F017/60
US Classification:
705/036000
Abstract:
A system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.
System And Method For Aggregate Portfolio Client Support
Bernard Del Rey - Chicago IL, US Mark Sheehan - Middletown DE, US Donald Weldon - West Chester PA, US
International Classification:
G06Q 40/00
US Classification:
705035000
Abstract:
As system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.
Dr. Sheehan graduated from the Baylor College of Medicine in 1974. He works in Littleton, CO and specializes in Cardiovascular Disease. Dr. Sheehan is affiliated with Littleton Adventist Hospital and Porter Adventist Hospital.
The lawsuit, filed by initiative supporters, Dr. Lorrin Pang, Mark Sheehan, Leiohu Ryder, Bonnie Marsh, Alika Atay, and the SHAKA Movement also seeks to quell the complaints by agricultural giants Monsanto and Dow AgroSciences.We applaud the countys recent indication that they will implement the moratorium, said Mark Sheehan, spokesperson for the citizen group in a statement from his attorney. However, given the strong prior opposition of the Maui County Council and Mayors Office during the campaign, we want to ensur
Mark Sheehan, head of the SHAKA Movement that claims to provide unbiased information on GMOs in agriculture, is telling Maui citizens that they must decide whether corporations can come to the island and use it as a chemical experiment where they ship out the profits and the locals have to deal with
What's at stake is whether corporations can "come in here and run our island as a chemical experiment where they ship out the profits and we have to deal with the pollutants?" said Mark Sheehan, a leader of the anti-GMO group behind the ban.
Date: Oct 25, 2014
Source: Google
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