Professional Records
License Records
Joseph A Matzerath
Address:
Queens Village, NY 11428
License #:
PE038913R - Expired
Category:
Engineers
Type:
Professional Engineer
Joseph Matzerath Phones & Addresses
-
9 Creek Rd, Hazlet, NJ 07730 (732) 567-1291
-
Fords, NJ
-
South Amboy, NJ
-
9225 216Th St, Queens Village, NY 11428 (718) 479-4521
Work
Company:
Merrill lynch Jan 2005 to Jul 2010
Position:
Vice president - campaign management
Education
Degree:
Bachelors
School / High School:
University of Scranton 1980 to 1984
Specialities:
Business Administration, Management, Business Administration and Management
Skills
Crm • Management • Strategy • Requirements Gathering • Vendor Management • Wealth Management • Analytics • Financial Services • Integrated Marketing • Project Management • Sdlc • Process Improvement • Strategic Planning • Leadership • Finance • Relationship Management
Languages
English
Ranks
Certificate:
Series 7,9,10,63
Industries
Financial Services
Resumes
Resumes
Vice President
View pageLocation:
9 Creek Rd, Hazlet, NJ 07730
Industry:
Financial Services
Work:
Merrill Lynch Jan 2005 - Jul 2010
Vice President - Campaign Management
Merrill Lynch Jan 2005 - Jul 2010
Vice President - Crm Strategy
Jan 2005 - Jul 2010
Vice President
Vice President - Campaign Management
Merrill Lynch Jan 2005 - Jul 2010
Vice President - Crm Strategy
Jan 2005 - Jul 2010
Vice President
Education:
University of Scranton 1980 - 1984
Bachelors, Business Administration, Management, Business Administration and Management
Bachelors, Business Administration, Management, Business Administration and Management
Skills:
Crm
Management
Strategy
Requirements Gathering
Vendor Management
Wealth Management
Analytics
Financial Services
Integrated Marketing
Project Management
Sdlc
Process Improvement
Strategic Planning
Leadership
Finance
Relationship Management
Management
Strategy
Requirements Gathering
Vendor Management
Wealth Management
Analytics
Financial Services
Integrated Marketing
Project Management
Sdlc
Process Improvement
Strategic Planning
Leadership
Finance
Relationship Management
Languages:
English
Certifications:
Series 7,9,10,63
Publications
Us Patents
Client Centric Viewer
View pageUS Patent:
20190066196, Feb 28, 2019
Filed:
Oct 25, 2018
Appl. No.:
16/170873
Inventors:
- Charlotte NC, US
Umashankar Bandi - Monmouth Junction NJ, US
Karolyn Currence - Charlotte NC, US
Janaki Iyer - Dayton NJ, US
Brennan Jablonski - Philadelphia PA, US
Heather Klemmer - Stockton NJ, US
Joseph Matzerath - Hazlet NJ, US
James Rajeshvincent - Kendall Park NJ, US
Jonathan Wilcox - Robbinsville NJ, US
Umashankar Bandi - Monmouth Junction NJ, US
Karolyn Currence - Charlotte NC, US
Janaki Iyer - Dayton NJ, US
Brennan Jablonski - Philadelphia PA, US
Heather Klemmer - Stockton NJ, US
Joseph Matzerath - Hazlet NJ, US
James Rajeshvincent - Kendall Park NJ, US
Jonathan Wilcox - Robbinsville NJ, US
International Classification:
G06Q 30/06
G06F 3/0481
G06F 3/0481
Abstract:
A client viewer computing system may be configured to scan a plurality of business application computing systems that correspond to products and/or services provided by a business organization. The client view computing system may receive a customer identifier from an employee and, in response to the customer identifier, obtain information corresponding to the customer's interactions with the plurality of products and/or services offered by the business organization. Based on one or more customer attributes, the client viewer computing system may identify one or more products and/or services the customer for which the customer qualifies and display the identified opportunities on a customer centric viewer user interface.
Client Centric Viewer
View pageUS Patent:
20160132960, May 12, 2016
Filed:
Nov 11, 2014
Appl. No.:
14/538346
Inventors:
- Charlotte NC, US
Umashankar Bandi - Monmouth Junction NJ, US
Karolyn Currence - Charlotte NC, US
Janaki Iyer - Dayton NJ, US
Brennan Jablonski - Philadelphia PA, US
Heather Klemmer - Stockton NJ, US
Joseph Matzerath - Hazlet NJ, US
James Rajeshvincent - Kendall Park NJ, US
Jonathan Wilcox - Robbinsville NJ, US
Umashankar Bandi - Monmouth Junction NJ, US
Karolyn Currence - Charlotte NC, US
Janaki Iyer - Dayton NJ, US
Brennan Jablonski - Philadelphia PA, US
Heather Klemmer - Stockton NJ, US
Joseph Matzerath - Hazlet NJ, US
James Rajeshvincent - Kendall Park NJ, US
Jonathan Wilcox - Robbinsville NJ, US
International Classification:
G06Q 30/06
G06F 3/0484
G06F 3/0484
Abstract:
A client viewer computing system may be configured to scan a plurality of business application computing systems that correspond to products and/or services provided by a business organization. The client view computing system may receive a customer identifier from an employee and, in response to the customer identifier, obtain information corresponding to the customer's interactions with the plurality of products and/or services offered by the business organization. Based on one or more customer attributes, the client viewer computing system may identify one or more products and/or services the customer for which the customer qualifies and display the identified opportunities on a customer centric viewer user interface.