Company Filing History:
Years Active: 2009
Title: Roberta L. Patnode: Innovator in Financial Advice Applications
Introduction
Roberta L. Patnode is a notable inventor based in Saint Paul, MN (US). She has made significant contributions to the field of financial technology through her innovative patent. Her work focuses on creating systems that enhance the delivery of financial advice to consumers and advisors alike.
Latest Patents
Roberta holds a patent for "Systems and methods for creating financial advice applications." This invention is a computer-implemented system and method designed to easily configure new financial advice applications from various services and sub-applications. The goal is to deliver consistent advice to consumers, clients, and advisors, regardless of the delivery mechanism utilized. The system includes at least one client computer with an application program, an advice utility server in communication with the client computer, and at least one financial service configured to receive and transmit data from and to the advice utility server.
Career Highlights
Roberta is currently employed at Ameriprise Financial, Inc., where she applies her expertise in financial technology. Her innovative approach has positioned her as a key player in the development of financial advice applications.
Collaborations
Roberta has collaborated with notable colleagues, including James Richard Geppert and David L. Hoyt. Their combined efforts contribute to the advancement of financial technology and the enhancement of consumer financial services.
Conclusion
Roberta L. Patnode's contributions to financial technology through her innovative patent demonstrate her commitment to improving financial advice delivery systems. Her work continues to influence the industry and enhance the consumer experience.