Company Filing History:
Years Active: 2017-2020
Title: Michael E Globe: Innovator in Investment Portfolio Management
Introduction
Michael E Globe is a notable inventor based in Toronto, Canada. He has made significant contributions to the field of investment portfolio management through his innovative patents. With a total of 2 patents, Globe's work focuses on enhancing the way users manage their investment portfolios.
Latest Patents
One of Globe's latest patents is titled "Systems and methods for administering investment portfolios based on transaction data." This invention includes systems and methods designed to manage both actual and virtual investment portfolios by utilizing transaction data associated with users. The embodiments of this patent allow for the modification of a user's investment risk tolerance based on their purchasing history and prior financial transactions. Additionally, it identifies securities related to the user's purchased products.
Another significant patent by Globe is "Systems and methods for identifying product recommendations based on investment portfolio data." This invention provides a system that offers recommendations for alternative products based on the user's investment portfolio data. It can obtain information about products of interest to the user and identify alternatives that are similar and related to the user's investment portfolio.
Career Highlights
Michael E Globe is currently employed at the Toronto-Dominion Bank, where he applies his expertise in financial technology and investment management. His work at the bank allows him to integrate his innovative ideas into practical applications that benefit users in managing their investments.
Collaborations
Globe collaborates with talented professionals in his field, including Mazin Al-Samadi and Lauren Van Heerden. These collaborations enhance the development of innovative solutions in investment management.
Conclusion
Michael E Globe is a prominent inventor whose work in investment portfolio management has led to valuable patents that improve user experience in financial services. His contributions continue to shape the future of investment management technology.