Company Filing History:
Years Active: 2012-2013
Title: Annmarie Rogers: Innovator in Financial Reconciliation Systems
Introduction
Annmarie Rogers is a notable inventor based in Haverhill, MA (US), recognized for her contributions to financial technology. She holds two patents that focus on improving the efficiency of financial record reconciliation. Her innovative approaches aim to streamline processes that are critical for financial institutions and portfolio management.
Latest Patents
Annmarie Rogers' latest patents include a "System and method for reconciling financial records by matching outstanding trade orders to unmatched transactions." This invention utilizes a computer to match investments that are not reported as trades to unmatched transactions within a portfolio account system. This method ensures that investments do not create discrepancies in the portfolio account system. Another significant patent is the "System and method for reconciling financial records," which categorizes breaks in financial records based on user-defined rules. This system allows for the automatic acceptance of values from a custodian system and enables the correction of certain transaction differences, enhancing the overall reconciliation process.
Career Highlights
Annmarie Rogers has made significant strides in her career, particularly through her work at Vestmark, Inc. Her expertise in financial technology has positioned her as a key player in developing systems that improve financial account reconciliation.
Collaborations
Throughout her career, Annmarie has collaborated with notable colleagues, including Heeren H Pathak and John Artz. These collaborations have contributed to the advancement of her innovative projects and patents.
Conclusion
Annmarie Rogers exemplifies the spirit of innovation in the financial technology sector. Her patents reflect a deep understanding of the complexities involved in financial record reconciliation, making her a valuable asset to the industry. Her work continues to influence the way financial institutions manage and reconcile their records effectively.