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Rachel Kenyon Perkel

from Burlingame, CA
Age ~59
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Also known as:
Rachel K Perkel, Rachel H Perkel, Rachel K Becker, Rachel K Parkel, N Yon Perkel
Phone and address:
112 Crescent Ave, Burlingame, CA 94010
(650) 458-9008
Related to:
Charles E Mclure, 84
Connected to:
Barry L Perkel, 65Joan Perkell, 82James S Perkerson, 64Karen H Perkerson, 52Kathleen I Perkers, 70Barbara A Perkes, 57Darrin L Perkes, 57Gina L Perkes, 50Jessyca J Perkes, 40Mark A Perkes, 68

Rachel Perkel Phones & Addresses

  • 112 Crescent Ave, Burlingame, CA 94010 (650) 458-9008
  • San Clemente, CA
  • 514 Costa Rica Ave, San Mateo, CA 94402
  • 146 Lake St, San Francisco, CA 94118
  • New York, NY
  • Wellfleet, MA
  • Sanger, CA
  • Stanford, CA
  • 112 Crescent Ave, Burlingame, CA 94010

Work

Position: Protective Service Occupations

Business Records

Name / Title
Company / Classification
Phones & Addresses
Rachel K. Perkel
Manager
WELLS FARGO INVESTMENTS, LLC
Securities Broker/dealer · Investment Advisor/Broker-Dealer · Securities Broker/Dealer · Security Broker/Dealer · Financial Advisor
Wl Fargo Ctr Mac N, Minneapolis, MN 55479
420 Montgomery St, San Francisco, CA 94104
301 S College St, Charlotte, NC 28288
301 S College St 30 Flr, Charlotte, NC 28288
(415) 396-7767, (415) 396-8599

Publications

Us Patents

System And Method For Automated Documentation For Solicited Trades

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US Patent:
8027896, Sep 27, 2011
Filed:
May 8, 2008
Appl. No.:
12/117488
Inventors:
Rachel Perkel - San Francisco CA, US
Rosemarie Scafa - Mill Valley CA, US
Assignee:
Charles & Schwab & Co., Inc. - San Francisco CA
International Classification:
G06Q 40/00
US Classification:
705 35
Abstract:
A system and method are provided that allow for automated documentation of all advice interactions between broker representatives on one end and clients, or prospective clients, on the other. This is accomplished by providing a computer system for storing appropriate data for each advice interaction with a client. The advice interaction data can be used to assess compliance with existing regulations, as well as for analytical and training purposes.

System And Method For Automated Documentation For Solicited Trades

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US Patent:
20020062273, May 23, 2002
Filed:
Jun 8, 2001
Appl. No.:
09/877988
Inventors:
Rachel Perkel - San Francisco CA, US
Rosemarie Scafa - Mill Valley CA, US
International Classification:
G06F017/60
US Classification:
705/037000, 705/001000
Abstract:
A system and method are provided that allow for automated documentation of all advice interactions between broker representatives on one end and clients, or prospective clients, on the other. This is accomplished by providing a computer system for storing appropriate data for each advice interaction with a client. The advice interaction data can be used to assess compliance with existing regulations, as well as for analytical and training purposes.
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Rachel Kenyon Perkel from Burlingame, CA, age ~59 Get Report