Patents by Inventor Robert Treder

Robert Treder 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).

  • Patent number: 8694413
    Abstract: Computer-based systems and methods that determine interest profiles of contacts of work product. The contact interest profiles may indicate the contacts' interests in particular topics of research work product and/or analyst teams within the research department that produced the research work product. The contacts' interest profiles may be determined based on research work product accessed by the contacts according to topic and/or analyst team that produced the research work product, the interaction of the contacts with the research department, and any other reliable information indicative of the contacts' topic and/or team interests. Also, research work product items produced by the entity may be rated for each contact based on, for example, the topic(s) of the research work product items and the analyst teams that produced the research work product items, as well as the contacts' topic and/or analyst team interests.
    Type: Grant
    Filed: February 23, 2012
    Date of Patent: April 8, 2014
    Assignee: Morgan Stanley & Co. LLC
    Inventors: Barry S. Hurewitz, Vaughn S. Harvey, Robert Treder, Scott Solomon, Omar Moustafa, Thami Rachidi
  • Patent number: 8566146
    Abstract: Computer-based systems and methods for computing a score (a “target score”) for the contacts of a research department. The target score may be computed for each contact for each analyst team of the research department. The target score indicates how resources should be deployed by the research department to maximize revenue for the research department. The target score is computed based on a number of metrics. These metrics can include both analyst-team-specific contact metrics that relate to the contact-analyst team combination, as well as account metrics that pertain to the investment accounts associated with each of the contacts. Weights for the metrics may be determined using an optimization algorithm.
    Type: Grant
    Filed: May 10, 2012
    Date of Patent: October 22, 2013
    Assignee: Morgan Stanley & Co. LLC
    Inventors: Barry S. Hurewitz, Scott Solomon, Thami Rachidi, Lauren Fleming, Omar Moustafa, Robert Treder, Vaughn S. Harvey