Jeffrey Levering from 70 Commodore Rd, Worcester, MA 01602

Us Patents

Method For Creating And Delivering Customized Compliance Information
view source
US Patent:

8396785, Mar 12, 2013
Filed:

Jun 27, 2011
Appl. No.:

13/169692
Inventors:

Jeffrey B. Levering - Harvard MA, US
Alex Magary - Andover MA, US
Craig LeClair - Lexington MA, US
Larry Kunz - Wayland MA, US
Anil Gupta - Chelmsford MA, US
Brigitte Tuller - Chester NH, US
Garett Wiley - Marblehead MA, US
Patricia Rosch - Caledon, CA
Assignee:

Broadridge Content Solutions, Inc. - Jersey City NJ
International Classification:

G06Q 20/10
US Classification:

705 37, 705 35
Abstract:

A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.

System For Locating Data Elements Within Originating Data Sources
view source
US Patent:

20050102313, May 12, 2005
Filed:

Apr 8, 2004
Appl. No.:

10/821121
Inventors:

Jeffrey Levering - Harvard MA, US
Sunil Garre - North Chelmsford MA, US
Manish Vaish - Rohini, IN
Assignee:

NewRiver, Inc. - Andover MA
International Classification:

G06F017/00
US Classification:

707102000
Abstract:

Computer-implemented methods and apparatus are provided for recording an indication of a source location at which a data element is stored. One method includes executing a set of programmed instructions to identify the source location comprising a portion of a data structure containing source information, wherein the portion contains the data element; and storing an indication of the source location in electronic file storage. The method may be semi-autimated, such that the programmed instructions preliminarily identify the data element, and a user is prompted to confirm that the identification is accurate. Using the indication of the source location, the data element may be retrieved and/or replicated from the source location to any of multiple output destinations.

Method For Creating And Delivering Customized Compliance Information
view source
US Patent:

20050125316, Jun 9, 2005
Filed:

Jun 25, 2004
Appl. No.:

10/877904
Inventors:

Jeffrey Levering - Harvard MA, US
Alex Magary - Andover MA, US
Craig LeClair - Lexington MA, US
Larry Kunz - Wayland MA, US
Anil Gupta - Chelmsford MA, US
Brigitte Tuller - Chester NH, US
Garett Wiley - Marblehead MA, US
International Classification:

G06F017/60
US Classification:

705030000
Abstract:

A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.

Method For Creating And Delivering Customized Compliance Information
view source
US Patent:

20080195516, Aug 14, 2008
Filed:

Jan 28, 2008
Appl. No.:

12/011588
Inventors:

Jeffrey B. Levering - Harvard MA, US
Alex Magary - Andover MA, US
Craig LeClair - Lexington MA, US
Larry Kunz - Wayland MA, US
Anil Gupta - Chelmsford MA, US
Brigitte Tuller - Chester NH, US
Garett Wiley - Marblehead MA, US
International Classification:

G06Q 40/00
US Classification:

705 35
Abstract:

A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.

Systems And Methods For Determining Investment Product Suitability
view source
US Patent:

20090125449, May 14, 2009
Filed:

Apr 24, 2008
Appl. No.:

12/148983
Inventors:

Jeffrey B. Levering - Harvard MA, US
Jonas Burton - Melrose MA, US
Stephen Powell - Westford MA, US
Assignee:

NewRiver, Inc. - Andover MA
International Classification:

G06Q 40/00
US Classification:

705 36 R
Abstract:

Techniques and systems are disclosed for determining the suitability of one or more investment products for an investor. One embodiment provides a method which includes receiving (e.g., via a graphical user interface, or GUI) information defining one or more characteristics of the investor, receiving (e.g., retrieving from an electronic file storage) information defining, for each of the investment products, at least one policy which pertains to investors in the product in a manner based at least in part on the characteristic(s) of the investor, processing the information to determine whether and/or how one or more policies apply to the investor, and presenting to a user (e.g., via the GUI) an indication of whether and/or how the policy(ies) apply(ies) to the investor, thus enabling the user to evaluate the suitability of the investment product(s) for the investor.

Method For Creating And Delivering Customized Compliance Information
view source
US Patent:

20110060697, Mar 10, 2011
Filed:

Sep 2, 2010
Appl. No.:

12/875002
Inventors:

Jeffrey B. Levering - Harvard MA, US
Alex Magary - Andover MA, US
Craig LeClair - Lexington MA, US
Larry Kunz - Wayland MA, US
Anil Gupta - Chelmsford MA, US
Brigitte Tuller - Chester NH, US
Garett Wiley - Marblehead MA, US
Patricia Rosch - Caledon, CA
International Classification:

G06Q 40/00
US Classification:

705 36 R
Abstract:

A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.

Classmates

Jeffrey Levering Uni fur...

view source

Jeffrey Levering 1973 graduate of Starr-Washington High School in Union furnace, OH is on Classmates.com. See pictures, plan your class reunion and get caught up with Jeffrey and ...

Jeffrey Levering Sacrame...

view source

Jeffrey Levering 1989 graduate of El Camino High School in Sacramento, CA is on Classmates.com. See pictures, plan your class reunion and get caught up with Jeffrey and other high ...