Heidi Renee Derstine

age ~55

from Harleysville, PA

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Also known as:

Heidi R Derstine
Heidi Renee Vanstelle
Heidi Renee Vansteele
Heidi R Vanstelle
Heidi R Stelle
Heidi Van Stelle
Heidi R Van
Hedi Vanstelle

Phone and address:: 369 Broad St, Harleysville, PA 19438
2152566028

Connected to:

Heidi Derstine Phones & Addresses

369 Broad St, Harleysville, PA 19438 • 2152566028
4921 Winthrop Ave, Chicago, IL 60640 • 7738782503
Montgomery, PA
Boston, MA

Work

Company:

Tbd
Nov 2012
Position:

Blacksmith in training :-)

Education

Degree:

B.S.
School / High School:

University of California, Riverside
1987 to 1991
Specialities:

Economics/International Finance

Skills

Business Analysis • Sdlc • Equities • Portfolio Management • Fixed Income • Series 7 • Requirements Gathering • Requirements Analysis • Securities • Enterprise Architecture • Wealth Management • Unix • Trading Systems • Asset Management • Back Office • Vendor Management • Data Analysis • Process Improvement • Program Management • Relationship Management • Customer Satisfaction • Systems Analysis • Accounting • Account Reconciliation • Capital Markets • Business Process • Business Requirements • Electronic Trading • Series 63 • Data Management • Scripting • Microsoft Office • Supervisory Skills • Problem Solving • Leadership • Written Communication • Spanish • Investment Performance • Decision Support • Advent • Performance Reporting • Performance Analysis • Abstracting • Business Acumen • Apl • Functional Requirements • Strategic Relationships • Operational Activities • Wealth Management Industry Workflows • Sql • Visio • Mutual Funds • Financial Services • Asset Managment

Languages

Spanish

Interests

Travel • Kickboxing • Spanish Translation

Industries

Financial Services

Resumes

Senior Business Systems Analyst

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Location:

369 Broad St, Harleysville, PA 19438

Industry:

Financial Services

Work:

tbd since Nov 2012
blacksmith in training :-)
kikaPaprika - Harleysville, PA since Aug 2012
Wardrobe Consultant
Self Employed since Jul 2008
Financial Services Professional
CheckFree Investment Services - now part of Fiserv Mar 1995 - Jun 2008
Senior Business Systems Analyst
LPL Financial 1992 - 1995
Advisory Services Operations Manager

Education:

University of California, Riverside 1987 - 1991
B.S., Economics/International Finance

Skills:

Business Analysis
Sdlc
Equities
Portfolio Management
Fixed Income
Series 7
Requirements Gathering
Requirements Analysis
Securities
Enterprise Architecture
Wealth Management
Unix
Trading Systems
Asset Management
Back Office
Vendor Management
Data Analysis
Process Improvement
Program Management
Relationship Management
Customer Satisfaction
Systems Analysis
Accounting
Account Reconciliation
Capital Markets
Business Process
Business Requirements
Electronic Trading
Series 63
Data Management
Scripting
Microsoft Office
Supervisory Skills
Problem Solving
Leadership
Written Communication
Spanish
Investment Performance
Decision Support
Advent
Performance Reporting
Performance Analysis
Abstracting
Business Acumen
Apl
Functional Requirements
Strategic Relationships
Operational Activities
Wealth Management Industry Workflows
Sql
Visio
Mutual Funds
Financial Services
Asset Managment

Interests:

Travel
Kickboxing
Spanish Translation

Languages:

Spanish

Us Patents

Drift Determination In Multi-Style Managed Client Investment Account
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US Patent:

7809624, Oct 5, 2010
Filed:

Feb 25, 2003
Appl. No.:

10/372647
Inventors:

Michael John Everett - Fair Haven NJ, US
Danette Kay Ponce - Chicago IL, US
Lavinia Shao-Hui Zyvith - Belle Mead NJ, US
Reo A. Gonzales - Jersey City NJ, US
Heidi Renee Derstine - Chicago IL, US
Mirjana Ristovic - Ridgefield NJ, US
Assignee:

CheckFree Corporation - Norcross GA
International Classification:

G06Q 40/00
US Classification:

705 36R
Abstract:

A processor and system are provided for determining drift in an investment account having assets associated with a plurality of investment styles. An actual asset allocation of at least one portion of the investment account is determined. The at least one portion of the investment account includes both cash assets and security assets. The actual asset allocation of the at least one portion of the investment account is compared to an allocation rule. A drift of assets associated with the at least one portion is determined based on the comparison. A rebalancing of the investment account may occur based on the determined drift.

Distribution Of Cash Deposits And Withdrawals In Multi-Style Managed Client Investment Accounts
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US Patent:

7822667, Oct 26, 2010
Filed:

Feb 25, 2003
Appl. No.:

10/372709
Inventors:

Michael John Everett - Fair Haven NJ, US
Danette Kay Ponce - Chicago IL, US
Lavinia Shao-Hui Zyvith - Belle Mead NJ, US
Reo A. Gonzales - Jersey City NJ, US
Heidi Renee Derstine - Chicago IL, US
Mirjana Ristovic - Ridgefield NJ, US
Assignee:

CheckFree Corporation - Norcross GA
International Classification:

G06Q 40/00
US Classification:

705 36R, 705 35
Abstract:

An investment account is managed having associated assets, including shares of different securities, transacted in accordance with a plurality of different investment styles. A cash deposit into such a multi-style investment account and a request for a cash withdrawal from the multi-style investment account are handled differently but efficiently across the different investment styles in the investment account. When cash is deposited into the investment account, the cash deposit is placed into a temporary “cash bucket” in the investment account common across different investment styles. The cash is then distributed individual “cash buckets” each associated with an investment style in the investment account in accordance with a selected cash deposit allocation. When cash is to be withdrawn from the investment account, the cash amounting to the requested amount from individual “cash buckets” each associated with an investment style in the investment account is withdrawn in accordance with a selected cash withdrawal allocation. As a result, the cash can be deposited into the investment account or withdrawn from the investment account with proper allocation across different investment styles.

Coordinated Rebalancing By Money Manager Portfolio Management Systems And A Master Overlay Manager Portfolio Management System
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US Patent:

7729969, Jun 1, 2010
Filed:

Feb 25, 2003
Appl. No.:

10/372705
Inventors:

Michael John Everett - Fair Haven NJ, US
Danette Kay Ponce - Chicago IL, US
Lavinia Shao-Hui Zyvith - Belle Mead NJ, US
Reo A. Gonzales - Jersey City NJ, US
Heidi Renee Derstine - Chicago IL, US
Mirjana Ristovic - Ridgefield NJ, US
Assignee:

CheckFree Corporation - Norcross GA
International Classification:

G06Q 40/00
US Classification:

705 36R
Abstract:

A process and system are provided for determining whether to rebalance an investment account having assets associated with one of the plurality of investment styles relative to an allocation rule is determined. The determined drift is compared with a threshold value. A determination is made whether to rebalance the investment account is based on the comparison.