Jodi Jenson

Title: Innovations in Financial Planning by Jodi Jenson

Introduction

Jodi Jenson is an accomplished inventor based in Minneapolis, MN, known for her contributions to financial planning technologies. With a total of three patents to her name, Jodi has developed innovative systems that enhance the way financial advising and planning are conducted. Her work focuses on integrating various financial elements to create customized strategies for users.

Latest Patents

Jodi's latest patents include a "Portfolio Integration Module for Providing Financial Planning and Advice." This invention offers systems and methods that facilitate financial advising by integrating goals, assets, savings, and risk tolerance to develop tailored strategies for financial portfolio planning. Another significant patent is the "System and Method for Providing Financial Planning and Advice," which also emphasizes the integration of client data to compute customized strategies. Both patents utilize advanced modules for portfolio reconciliation and stochastic modeling to analyze future uncertainties and forecast the effects of proposed financial strategies.

Career Highlights

Jodi Jenson is currently employed at Ameriprise Financial, Inc., where she applies her expertise in financial technology to improve client services. Her innovative approach has positioned her as a key player in the financial planning sector, contributing to the development of tools that enhance decision-making for clients.

Collaborations

Jodi collaborates with talented professionals such as Patricia Scarlato and Beth Michelle Vanney, who contribute to her projects and help bring her innovative ideas to fruition.

Conclusion

Jodi Jenson's work in financial planning technology exemplifies the impact of innovation in enhancing client services. Her patents reflect a commitment to improving financial advising through advanced integration and modeling techniques.