Company Filing History:
Years Active: 2007-2009
Title: Kelly Whitaker: Innovator in Investment Account Transfers
Introduction
Kelly Whitaker is an accomplished inventor based in Minneapolis, MN (US). He has made significant contributions to the field of financial technology, particularly in the area of investment account transfers. With a total of 2 patents, Whitaker's work focuses on improving the efficiency and reliability of financial transactions.
Latest Patents
Whitaker's latest patent is titled "System and method for facilitating investment account transfers." This invention is designed to streamline the process of transferring investment accounts, reducing the time required to complete such transfers. The system includes an administrator, a rules engine, a service case manager, and a messaging engine. The administrator receives transfer requests and initiates transfer cases, while the rules engine helps manage these cases according to established business rules. The service case manager executes specific business processes, and the messaging engine ensures timely communication with all relevant parties.
Career Highlights
Kelly Whitaker is currently employed at Ameriprise Financial, Inc., where he applies his innovative ideas to enhance financial services. His work has been instrumental in developing systems that improve customer experience and operational efficiency in investment management.
Collaborations
Whitaker collaborates with talented professionals such as Duane James Block and Gail Jean Dexter, who contribute to the success of their projects at Ameriprise Financial.
Conclusion
In summary, Kelly Whitaker is a notable inventor whose work in facilitating investment account transfers has the potential to transform financial transactions. His innovative solutions continue to make a significant impact in the financial technology sector.