This inventor holds 6 USPTO granted patents and 2 published patent applications. Top assignees: Checkfree Corporation, Fiserv Investment Solutions, Inc.. Active years: 2009-2014.
Company Filing History:
Years Active: 2009-2014
Title: Innovations of William McKinney
Introduction
William McKinney is an accomplished inventor based in Westfield, NJ (US). He holds a total of 6 patents that showcase his expertise in investment account management and cash flow enhancement. His innovative approaches have contributed significantly to the financial technology sector.
Latest Patents
One of McKinney's latest patents is titled "Systems and methods for multi-style portfolio (MSP) cash flow enhancement." This invention provides systems and methods for enhancing cash flow within a multi-style portfolio by identifying underweighted and overweighted investment sleeves. The process includes generating sell orders to rebalance the portfolio and associating cash flows with these orders to optimize investment performance. Another notable patent is focused on "Automated actions based on restrictions." This technique addresses violations of investment account restrictions by processing management actions and executing resolution rules to ensure compliance.
Career Highlights
Throughout his career, McKinney has worked with prominent companies in the financial sector, including CheckFree Corporation and Fiserv Investment Solutions, Inc. His experience in these organizations has allowed him to develop and refine his innovative ideas in investment management.
Collaborations
McKinney has collaborated with notable professionals in his field, including Michele Pierdinock and Joseph Anthony Barone. These collaborations have further enriched his work and contributed to the development of his patents.
Conclusion
William McKinney's contributions to the field of investment account management through his patents demonstrate his innovative spirit and expertise. His work continues to influence the financial technology landscape, making significant strides in cash flow enhancement and compliance solutions.