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Rod Laird Phones & Addresses

  • Youngstown, OH
  • 5639 Dolphin Rd, Mentor, OH 44060
  • Mentor on the Lake, OH
  • Willoughby Hills, OH
  • Cleveland, OH

Resumes

Resumes

Rod Laird Photo 1

Director At Rod Laird Organisation

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Location:
Hemel Hempstead, United Kingdom
Industry:
Professional Training & Coaching
Rod Laird Photo 2

Rod Laird

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Location:
Cleveland, OH
Industry:
Banking
Work:
Banking Industry
Retired - Regulatory Compliance; Risk Management

Cnb Bank Mar 2017 - Feb 2018
Bsa Officer

Lake National Bank Jul 2015 - Jul 2016
Compliance Officer; Bsa Officer

Plante Moran Jan 2015 - Apr 2015
Senior Manager of Financial Institutions

Third Federal Savings and Loan 2011 - 2014
Chief Compliance Officer
Education:
Youngstown State University
Bachelors, Bachelor of Science, Business Administration
Skills:
Banking
Risk Management
Regulatory Compliance
Retail Banking
Mortgage Lending
Team Leadership
Process Improvement
Mortgage Banking

Publications

Us Patents

Financial Document Automation System And Method

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US Patent:
20040117280, Jun 17, 2004
Filed:
Dec 12, 2002
Appl. No.:
10/318342
Inventors:
Rosemary Klee - Cleveland Heights OH, US
Rod Laird - Mentor on the Lake OH, US
Dan Petricig - Cleveland OH, US
Arthur Trenton - Mentor OH, US
International Classification:
G06F017/60
US Classification:
705/035000
Abstract:
A process for automatically creating a geographic region-specific financial document pertaining to a financial product in real time such that all clauses present therein are effective. The process includes the steps of providing a computer database including at least one master financial document pertaining to a specific financial product, the master financial document having a plurality of document clauses, each of the clauses containing information associated with a different one of a plurality of geographic regions, selecting the master financial document associated with the specific financial product from the database including the master financial document, providing information regarding a desired one of the plurality of regions and selecting all document clauses pertaining to the specific financial product and to the desired region to be used in the selected master financial document and assembling the clauses into the document to make a completed financial document. The process is performed by software residing on a server that can be accessed over a network, including the Internet. An advantage of the invention is that it creates financial documents, such as financial disclosure documents for financial products, that contain only the clauses needed for the specific document requested; there is no need for attaching alternate clauses to a document or for maintaining an inventory of printed documents pertaining to specific geographic regions.
Rod D Laird from Youngstown, OH, age ~64 Get Report