This inventor holds 1 USPTO granted patent. Top assignee: United Services Automobile Association (Usaa). Active years: 2014.
Company Filing History:
Years Active: 2014
Title: The Innovative Contributions of Marcus David Saenz
Introduction
Marcus David Saenz is an accomplished inventor based in San Antonio, TX (US). He has made significant contributions to the field of financial technology through his innovative patent. His work focuses on enhancing the user experience for individuals managing their retirement accounts.
Latest Patents
One of Marcus's notable patents is titled "Systems and methods for administering self-service mutual fund and IRA distributions to participants." This patent describes a self-service distribution system and method that allows participants to request withdrawals from tax-deferred accounts, such as individual retirement accounts (IRAs). The system retrieves essential information about a 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 present information and warnings, guiding participants through the distribution process. Participants can specify the frequency, amount, and timing of their distributions, and a verification page allows them to confirm their information before submission. Upon completing the request, participants receive a confirmation.
Career Highlights
Marcus David Saenz is currently employed at the United Services Automobile Association (USAA), where he continues to develop innovative solutions in the financial sector. His work at USAA reflects his commitment to improving financial services for individuals, particularly in managing their retirement funds.
Collaborations
Some of Marcus's coworkers include Steven Wayne Meier, Jr. and Devin Michael Becker. Their collaboration contributes to a dynamic work environment focused on innovation and excellence in financial technology.
Conclusion
Marcus David Saenz exemplifies the spirit of innovation in the financial technology sector. His patent for self-service distribution systems significantly enhances the way individuals manage their retirement accounts. His contributions continue to impact the industry positively.