Company Filing History:
Years Active: 2010
Title: The Innovative Mind of Danette Kay Ponce
Introduction
Danette Kay Ponce is a prominent inventor based in Chicago, IL, known for her contributions to the field of investment account management. With a total of three patents to her name, she has made significant strides in developing efficient systems for managing multi-style investment accounts. Her work is characterized by a blend of creativity and functionality, showcasing the potential for innovation in the financial sector.
Latest Patents
Among her notable patents, two recent inventions stand out:
1. **Distribution of Cash Deposits and Withdrawals in Multi-Style Managed Client Investment Accounts**
This patent describes an advanced system for managing investment accounts that are structured around various investment styles. It introduces a method for efficiently handling cash deposits and withdrawals across these differing styles. When cash is deposited, it is placed in a temporary 'cash bucket' that serves as a communal holding area before being allocated to individual 'cash buckets' linked to specific styles. Withdrawals operate on a similar principle, ensuring that funds are distributed according to predefined allocation rules.
2. **Drift Determination in Multi-Style Managed Client Investment Account**
This innovation involves a processor and system designed to assess drift within an investment account containing both cash and security assets. By comparing the actual asset allocation to a set allocation rule, the system can determine any drift and facilitate rebalancing as necessary, thus enhancing the account's overall performance and compliance with investment strategies.
Career Highlights
Danette Kay Ponce is an innovative force at CheckFree Corporation, where she applies her expertise in investment technology. Her career at this organization reflects a commitment to improving investment management processes through technology. Her inventions contribute to making investment accounts more responsive to the needs of clients with various management styles.
Collaborations
Throughout her career, Ponce has collaborated with notable professionals in her field, including Charles Raymond Smith, III and Michael John Everett. These partnerships have allowed her to drive innovation further and enhance the effectiveness of her projects in investment account management.
Conclusion
Danette Kay Ponce stands out as an inventive leader in the world of finance, merging technical sophistication with practical investment solutions. Through her patents, she has not only advanced the capabilities of multi-style managed investment accounts but has also set a benchmark for future innovations in the industry. Her work continues to inspire and innovate, proving the vital role of women in the field of technology and financial services.