Patents by Inventor Joanne Howard

Joanne Howard 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).

  • Apparatuses, methods and systems for a periodic auction reset securities optimization engine
    Patent number: 8355973
    Abstract: Dynamic management of one or more portfolios of securities, in particular, portfolios of Periodic Auction Reset Securities (PARS) is disclosed. The dynamic management for the specification of rules for investor accounts by which optimization of this type of portfolio may occur and allows financial institutions or other wealth management entities to easily maintain and invest in PARS holdings for multiple accounts. For example, the dynamic management systems and methods can provide for the maintenance of a large number of separate accounts that contain PARS, centralize the maintenance of PARS positions, allow management of central PARS accounts in line with guidelines specified in one or more account profiles, allow sales traders to specify additional guidelines, and/or automate account analysis, trade generation and/or participation in the auction process.
    Type: Grant
    Filed: February 1, 2009
    Date of Patent: January 15, 2013
    Assignee: Goldman, Sachs & Co.
    Inventors: Viktor Geller, Joanne Howard, Brett Colaiacovo, Daniel Cohen, Jodi-Lynn Weber, Aaron Heller, Seva Zaslavsky