Karen K Lewy from 4500 Henley Ct, Thousand Oaks, CA 91361, age 71, Phone: 8188743082

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Location:

4500 Henley Ct, Westlake Village, CA 91361

Industry:

Management Consulting

Work:

Bank of America 2006 - 2007
Consumer Sales and Service Change Execution Executive

Education:

Smith College 1971 - 1975
Bachelors, Bachelor of Arts, Russian

Skills:

Change Management
Banking
Risk Management
Strategic Planning
Project Management
Management
Program Management
Business Process Improvement
Strategy

Languages:

English

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Automatic Savings Program
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US Patent:

8301530, Oct 30, 2012
Filed:

Sep 4, 2009
Appl. No.:

12/554395
Inventors:

Daniel A. Carretta - Concord NC, US
Thomas M. Hancock - Charlotte NC, US
Karen K. Lewy - Baltimore MD, US
Charles R. Liu - Baltimore MD, US
Jack Meyers - Clayton CA, US
Sheryl W. Strott - Atlanta GA, US
Faith A. Tucker - Wichita KS, US
Carrie A. Williams - Alpharetta GA, US
Assignee:

Bank of America Corporation - Charlotte NC
International Classification:

G06Q 40/00
US Classification:

705 35, 705 38, 705 39, 705 44
Abstract:

A computer implemented method of processing a financial transaction executed by first person includes determining an automatic savings amount from the financial transaction by rounding up the amount of the financial transaction to the nearest dollar. The method further includes debiting the calculated savings amount from an account of the first person and crediting the savings amount to an account of a second person.

Automatic Savings Program
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US Patent:

8635137, Jan 21, 2014
Filed:

Sep 13, 2012
Appl. No.:

13/613433
Inventors:

Daniel A. Carretta - Concord NC, US
Thomas M. Hancock - Charlotte NC, US
Karen K. Lewy - Baltimore MD, US
Charles R. Liu - Charlotte NC, US
Jack Meyers - Clayton CA, US
Sheryl W. Strott - Atlanta GA, US
Faith A. Tucker - Wichita KS, US
Carrie A. Williams - Alpharetta GA, US
Assignee:

Bank of America Corporation - Charlotte NC
International Classification:

G06Q 40/00
US Classification:

705 35, 705 38, 705 39, 705 44
Abstract:

A computer implemented method of processing a financial transaction executed by first person includes determining an automatic savings amount from the financial transaction by rounding up the amount of the financial transaction to the nearest dollar. The method further includes debiting the calculated savings amount from an account of the first person and crediting the savings amount to an account of a second person.

Automatic Savings Program
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US Patent:

20070033134, Feb 8, 2007
Filed:

Aug 2, 2005
Appl. No.:

11/161418
Inventors:

Daniel Carretta - Concord NC, US
Thomas Hancock - Charlotte NC, US
Karen Lewy - Baltimore MD, US
Charles Liu - Charlotte NC, US
Jack Meyers - Clayton CA, US
Sheryl Strott - Atlanta GA, US
Faith Tucker - Wichita KS, US
Carrie Williams - Alpharetta GA, US
Assignee:

BANK OF AMERICA CORPORATION - Charlotte NC
International Classification:

G06Q 40/00
US Classification:

705038000
Abstract:

A computer implemented method of processing a financial transaction executed by first person includes determining an automatic savings amount from the financial transaction by rounding up the amount of the financial transaction to the nearest dollar. The method further includes debiting the calculated savings amount from an account of the first person and crediting the savings amount to an account of a second person.

Automatic Savings Program
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US Patent:

20230068406, Mar 2, 2023
Filed:

Nov 8, 2022
Appl. No.:

17/983088
Inventors:

- Charlotte NC, US
Thomas M. Hancock - Charlotte NC, US
Karen K. Lewy - Westlake Village CA, US
Charles R. Liu - Charlotte NC, US
Jack Meyers - Clayton CA, US
Sheryl W. Strott - Clover SC, US
Faith A. Tucker - Wichita KS, US
Carrie A. Hanson - Charlotte NC, US
International Classification:

G06Q 20/10
G06Q 20/40
G06Q 40/02
Abstract:

A computer implemented method of processing a financial transaction executed by first person includes determining an automatic savings amount from the financial transaction by rounding up the amount of the financial transaction to the nearest dollar. The method further includes debiting the calculated savings amount from an account of the first person and crediting the savings amount to an account of a second person.

Automatic Savings Program
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US Patent:

20200210975, Jul 2, 2020
Filed:

Mar 13, 2020
Appl. No.:

16/817785
Inventors:

- Charlotte NC, US
Thomas M. Hancock - Charlotte NC, US
Karen K. Lewy - Westlake Village CA, US
Charles R. Liu - Charlotte NC, US
Jack Meyers - Clayton CA, US
Sheryl W. Strott - Clover SC, US
Faith A. Tucker - Wichita KS, US
Carrie A. Hanson - Charlotte NC, US
International Classification:

G06Q 20/10
G06Q 40/02
G06Q 20/40
Abstract:

A computer implemented method of processing a financial transaction executed by first person includes determining an automatic savings amount from the financial transaction by rounding up the amount of the financial transaction to the nearest dollar. The method further includes debiting the calculated savings amount from an account of the first person and crediting the savings amount to an account of a second person.

Automatic Savings Program
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US Patent:

20140108237, Apr 17, 2014
Filed:

Dec 17, 2013
Appl. No.:

14/109269
Inventors:

- Charlotte NC, US
Thomas M. Hancock - Charlotte NC, US
Karen K. Lewy - Baltimore MD, US
Charles R. Liu - Charlotte NC, US
Jack Meyers - Clayton CA, US
Sheryl W. Strott - Atlanta GA, US
Faith A. Tucker - Wichita KS, US
Carrie A. Williams - Alpharetta GA, US
Assignee:

Bank of America Corporation - Charlotte NC
International Classification:

G06Q 20/10
US Classification:

705 39
Abstract:

A computer implemented method of processing a financial transaction executed by first person includes determining an automatic savings amount from the financial transaction by rounding up the amount of the financial transaction to the nearest dollar. The method further includes debiting the calculated savings amount from an account of the first person and crediting the savings amount to an account of a second person.

Karen K Lewy