Matthew Klein - RYE BROOK NY, US Matthew Vella - Valhalla NY, US
Assignee:
COLLECTIVE2 LLC - RYE BROOK NY
International Classification:
G06Q 40/06
US Classification:
705 36 R
Abstract:
A system and method for sharing portfolio allocation information among various participants while dispensing with the notion of specific roles of advisors and followers. The system and method includes a mechanism for allowing any participant to follow any other participant while creating greater diversity. The system and method may also provide an advice-following mechanism where those people who make smart investment decisions, or those people who are good at picking other people to make smart investments, will garner more followers and/or rewards.
E*Trade
Branch Manager
E*Trade
Financial Consultant
Morgan Stanley Nov 2009 - Sep 2011
Financial Advisor Associate
Education:
The University of Auckland 2007 - 2007
Stony Brook University 2003 - 2007
Bachelors, Business Administration, Finance
Chaminade High School 1999 - 2003
Auckland University
Skills:
Alternative Investments Series 63 Fixed Income Retirement Planning Portfolio Management Investments Bloomberg 401K Investment Advisory Asset Managment Equities Wealth Management Mutual Funds Strategic Financial Planning Investment Strategies Bloomberg Terminal Nys Lah Insurance Series 65 Series 7 Securities
Senior Manager
Target 2010 - Mar 2012
Senior Executive - Merchandising
Apple 2010 - Mar 2012
Senior Manager
Gamestop Nov 2000 - Nov 2009
District Sales Manager
Activate Cellular May 1997 - Nov 2000
District Sales Manager
Education:
University of Phoenix
Bachelors, Business Management
Skills:
Inventory Management Inventory Control Store Management Merchandising Loss Prevention Multi Unit Sales Profit Retail Store Operations Visual Merchandising Retail Sales Planograms Pos P&L Merchandise Planning Income Statement Driving Results Customer Satisfaction Customer Experience Big Box P&L Management Multi Unit Management Hiring