Company Filing History:
Years Active: 2017-2020
Title: Mazin Al-Samadi: Innovator in Investment Portfolio Management
Introduction
Mazin Al-Samadi is a notable inventor based in Burlington, CA. He has made significant contributions to the field of investment portfolio management through his innovative patents. With a total of 2 patents, Al-Samadi's work focuses on enhancing the way users manage their investment portfolios.
Latest Patents
Al-Samadi's latest patents include "Systems and methods for administering investment portfolios based on transaction data." This invention encompasses systems designed to manage both actual and virtual investment portfolios by utilizing transaction data from users. The system can adjust a user's investment risk tolerance based on their purchasing history and previous financial transactions. Additionally, it identifies securities related to the user's purchased products.
Another significant patent is "Systems and methods for identifying product recommendations based on investment portfolio data." This invention provides users with recommendations for alternative products based on their investment portfolio data. The system gathers information about products of interest to the user and identifies similar alternatives that relate to the user's investment portfolio.
Career Highlights
Mazin Al-Samadi is currently employed at the Toronto-Dominion Bank, where he applies his expertise in investment management. His innovative approach has positioned him as a valuable asset in the financial sector.
Collaborations
Al-Samadi has collaborated with notable colleagues, including Michael E Globe and Lauren Van Heerden. These partnerships have contributed to the development of his innovative solutions in investment management.
Conclusion
Mazin Al-Samadi's contributions to investment portfolio management through his patents demonstrate his commitment to innovation in the financial industry. His work continues to influence how users interact with their investment portfolios, making him a significant figure in this field.