Joseph A Barone

US Patent:

7797224, Sep 14, 2010

Filed:

Dec 29, 2006

Appl. No.:

11/618300

Inventors:

Joseph Anthony Barone - Nutley NJ, US
William McKinney - Westfield NJ, US
Michele Pierdinock - Hoboken NJ, US
Hari Nanjundamoorthy - West Windsor NJ, US

Assignee:

CheckFree Corporation - Norcross GA

International Classification:

G06Q 40/00

US Classification:

705 37, 705 35

Abstract:

A system and method for identifying a candidate set of one or more buy orders associated with an investment account, ordering the buy orders in the candidate set into a chain, determining a back out target value that identifies a fiscal amount by which the candidate set must be reduced, and decrementing an initial asset quantity of one or more successive non-zero quantity buy orders in the chain by a fixed integer quantity to a final asset quantity until the back out target value is achieved. The candidate set of buy orders can then be modified by replacing the respective initial asset quantity with the respective final asset quantity for at least one of the one or more buy orders. The modified candidate set of buy orders can then be provided for trade execution.

US Patent:

7873563, Jan 18, 2011

Filed:

Dec 29, 2006

Appl. No.:

11/618282

Inventors:

Joseph Anthony Barone - Nutley NJ, US
William McKinney - Westfield NJ, US
Michele Pierdinock - Hoboken NJ, US
Hari Nanjundamoorthy - West Windsor NJ, US

Assignee:

CheckFree Corporation - Norcross GA

International Classification:

G06Q 40/00

US Classification:

705 37, 705 35

Abstract:

A system and method for identifying a candidate set of at least one buy order associated with an investment account, determining a back out target value that identifies a fiscal amount by which the candidate set must to be reduced, and progressively decrementing a respective initial asset quantity of one or more buy orders of the candidate set until the back out target value is achieved at a final asset quantity of the one or more buy orders. The candidate set of buy orders can then be modified by replacing the respective initial asset quantity with the respective final asset quantity for at least one of the one or more buy orders. The modified candidate set of buy orders can then be provided for trade execution.

US Patent:

20070168273, Jul 19, 2007

Filed:

Mar 16, 2007

Appl. No.:

11/687454

Inventors:

Joseph Barone - Rutherford NJ, US
Charles Smith - Hoboken NJ, US
William McKinney - Westfield NJ, US
Hari Nanjundamoorthy - West Windsor NJ, US

Assignee:

CHECKFREE CORPORATION - Norcross GA

International Classification:

G06Q 40/00

US Classification:

70503600R

Abstract:

Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset. The systems and methods further include generating one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target, associating one or more cash flows with each sell order, where each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set, and performing at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.

US Patent:

20150120611, Apr 30, 2015

Filed:

Aug 18, 2014

Appl. No.:

14/461763

Inventors:

Joseph A. Barone - Rutherford NJ, US
William McKinney - Westfield NJ, US
Hari Moorthy - West Windsor NJ, US

Assignee:

FISERV INVESTMENT SOLUTIONS, INC. - Brookfield WI

International Classification:

G06Q 40/06

US Classification:

705 36 R

Abstract:

Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset. The systems and methods further include generating one or more sell orders in the second set to rebalance at least one overweighted investment sleeve of the second set to the desired target, associating one or more cash flows with each sell order, where each of the one or more cash flows is further associated with one of the underweighted sleeves of the first set, and performing at least one of the one or more cash flows to flow cash to one or more of the underweighted sleeves if the corresponding sell order is successfully executed.

Address:

177 Margaret Dr, East Meadow, NY 11554

VIN:

1J8GR48K57C656522

Make:

JEEP

Model:

GRAND CHEROKEE

Year:

2007