David BOYDELL - Sonoma CA, US Jeremy ROSEBERRY - Delray Beach FL, US - Delray Beach FL, US
Assignee:
FairShares, Inc, - Delray Beach FL
International Classification:
G06Q 40/06 G06Q 20/02 G06Q 40/02 G06F 16/2455
Abstract:
A system includes: a security issuer; a payment agent operably connected to the security issuer, the payment agent configured to instruct the security issuer to send the total distribution for a payment period comprising a plurality of intervals; a bank operably connected to the payment agent, the bank configured to receive the total distribution from the security issuer; and an investor operably connected to the payment agent, the investor operably connected to the bank, the payment agent further configured to compute an individual distribution equitably allocating a portion of the total distribution to an investor who owns the security at the end of at least one of the intervals, thereby computing the individual distribution payable to the investor, the payment agent further configured to instruct the bank to send the individual distribution to the investor, the payment agent further configured to verify that the bank has paid the individual distribution to the investor.
Granite Capital, LLC since Jan 2006
President
McKinley Carter Wealth Services Nov 2008 - Mar 2013
Corporate Development Manager
The Bank of New York Mellon Oct 2007 - Oct 2008
Derivatives Supervisor
Executive Edge Consulting Group - Delray Beach, FL 2004 - 2006
President
United States Marine Corps 2000 - 2004
Infantry
Education:
Florida Atlantic University 2004 - 2007
Masters, Business Administration
Apr 2013 to 2000 PrincipalMcKinley Carter Wealth Services Wheeling, WV 2008 to 2013 Corporate Development ManagerThe Bank of New York Mellon Pittsburgh, PA 2007 to 2008 ManagerEdge Consulting Group, LLC Delray Beach, FL 2004 to 2006 PrincipalUnited States Marine Corps
2000 to 2004 Team Leader
Education:
Florida Atlantic University Boca Raton, FL 2007 MBAWest Virginia University Morgantown, WV 2004 Bachelor of Business Administration in Business Management
Skills:
Investment Banking, Mergers and Acquisitions, Hedge Funds, MATLAB, Quantitative Analysis, Predictive Modeling, Optimization, Financial Modeling, Operations Management, Process Improvement, Turn-Around, Organizational Restructuring, Algorithms, Trading, Financial Statements, Team Building, Deal Structuring, Strategy, Business Process Modeling, Data Science