Patents by Inventor Cathleen Noland

Cathleen Noland has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20060271470
    Abstract: A computer implemented method of providing a client with an integrated financial management account, comprising, receiving application data for an integrated financial management account, setting up the integrated financial account with a loan component data, an investment component data, and an insurance component, all associated with an account file. Qualifying the client for a loan in the loan component of the integrated financial management account and associating the qualification information with the account file. Disbursing the proceeds of the loan component into the investment component by recording a proceed value in the investment component data associated with the account file and purchasing investment assets using the proceeds of the loan component and associating purchased investment assets to the investment component data associated with the account file.
    Type: Application
    Filed: August 7, 2006
    Publication date: November 30, 2006
    Inventors: Richard McNamar, Cathleen Noland, Joseph Rucci
  • Publication number: 20060271465
    Abstract: A computer implemented method of providing a client with an integrated financial management account, comprising, receiving application data for an integrated financial management account, setting up the integrated financial account with a loan component data, an investment component data, and an insurance component, all associated with an account file. Qualifying the client for a loan in the loan component of the integrated financial management account and associating the qualification information with the account file. Disbursing the proceeds of the loan component into the investment component by recording a proceed value in the investment component data associated with the account file and purchasing investment assets using the proceeds of the loan component and associating purchased investment assets to the investment component data associated with the account file.
    Type: Application
    Filed: August 7, 2006
    Publication date: November 30, 2006
    Inventors: Richard McNamar, Cathleen Noland, Joseph Rucci
  • Patent number: 7089202
    Abstract: A computer implemented method of providing a client with an integrated financial management account, including receiving application data for an integrated financial management account and setting up the integrated financial account with a loan component data, an investment component data, and an insurance component, all associated with an account file. Thereby qualifying the client for a loan in the loan component of the integrated financial management account and associating the qualification information with the account file, disbursing the proceeds of the loan component into the investment component by recording a proceed value in the investment component data associated with the account file, and purchasing investment assets using the proceeds of the loan component and associating purchased investment assets to the investment component data associated with the account file.
    Type: Grant
    Filed: May 26, 2000
    Date of Patent: August 8, 2006
    Inventors: Richard T. McNamar, Cathleen Noland, Joseph J. Rucci, Jr.