Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2011-02-01
2011-02-01
Kramer, James A (Department: 3693)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000
Reexamination Certificate
active
07882020
ABSTRACT:
A system and method is provided for the gathering of and manipulation of shareholder data, including information on individual shareholders and related custodians of shares, and comparing the shareholder/custodian data to a set of rules and/or a set of marketing analysis data to identify securities compliance issues and/or evaluate a securities marketing plan.
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Barnes Fraser B.
Drake Robert
Pitcher Marc A.
Wenger David
Fu Hao
Kramer James A
Shareholder Intelligence Services LLC
St. Onge Steward Johnston & Reens LLC
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