Company Filing History:
4 out of 41 
1 out of 2 Years Active: 2002-2019
Title: The Innovations of William J Moran
Introduction
William J Moran is a notable inventor based in Minnetonka, MN (US). He has made significant contributions to the field of financial planning through his innovative methods. With a total of five patents to his name, Moran has developed techniques that enhance the management of financial goals and recommendations.
Latest Patents
Moran's latest patents focus on the management of financial planning goals and recommendations. One particular method involves creating a financial planning goal for a client based on a financial planning objective. This method includes associating a financial planning recommendation with the goal and storing relevant data in a data store. Additionally, it monitors the activity of the financial planning client and others to detect trends. In response to these trends, a financial planning product is selected for potential incorporation into future recommendations. This innovative approach aims to improve the financial planning process for clients.
Career Highlights
Throughout his career, William J Moran has worked with prominent companies such as Ameriprise Financial, Inc. and American Express Financial Corporation. His experience in these organizations has contributed to his expertise in financial planning and innovation.
Collaborations
Moran has collaborated with notable coworkers, including Bryan Charlesworth and Stan Jacobson. Their collective efforts have likely influenced the development of his innovative methods.
Conclusion
William J Moran's contributions to financial planning through his patents demonstrate his commitment to innovation in the field. His work continues to impact the way financial goals are managed and recommendations are made.