This inventor holds 1 USPTO granted patent. Top assignee: United Services Automobile Association (Usaa). Active years: 2014.
Company Filing History:
Years Active: 2014
Title: Christopher Michael Stegge: Innovator in Self-Service Financial Solutions
Introduction
Christopher Michael Stegge is an accomplished inventor based in San Antonio, TX (US). He has made significant contributions to the field of financial technology, particularly in the area of self-service mutual fund and IRA distributions. His innovative approach aims to simplify the process for participants managing their tax-deferred accounts.
Latest Patents
Stegge holds a patent for "Systems and methods for administering self-service mutual fund and IRA distributions to participants." This patent describes a self-service distribution system that allows users to request withdrawals from their individual retirement accounts (IRAs). The system retrieves essential information about the participant's age and account type, ensuring compliance with the rules and regulations governing tax-deferred accounts. It features a series of user interfaces that guide participants through the process, presenting information and warnings about potential tax consequences. Participants can specify the frequency, amount, and timing of their distributions, and a verification page allows them to confirm their information before submission. Upon completion, a confirmation is provided to the user.
Career Highlights
Christopher is currently employed at the United Services Automobile Association (USAA), where he continues to develop innovative solutions for financial services. His work focuses on enhancing user experience and ensuring compliance with financial regulations.
Collaborations
Some of his notable coworkers include Steven Wayne Meier, Jr. and Devin Michael Becker, who contribute to the collaborative environment at USAA.
Conclusion
Christopher Michael Stegge's contributions to self-service financial solutions demonstrate his commitment to innovation in the financial technology sector. His patent reflects a significant advancement in how participants manage their retirement accounts, making the process more accessible and user-friendly.