
Owner, SAFE Management, LLC
Greater New York City Area

Owner, SAFE Management, LLC
Greater New York City Area
Having a twenty year history in information technology, I have blended the power of information and analysis to the financial services industry.
Currently I provide investment advisory services to indivdiual clients. In addition, I manage two private investment funds that use a proprietary software platform to select the healthiest companies in the United States.
We are entering the era where technology is no longer a division or separate entity, instead it is the necessary backbone of every business sector.
Applying the power of Information Technology to the Financial Sector and Investment Management
(Investment Management industry)
March 2006 — Present (3 years 5 months)
SAFE Management, LLC is the General Partner and manager of a family of private investment funds. SAFE is an IARD firm registered in the state of New Jersey. As the General Partner, and registered investment advisfory representative, my responsibilities include management, marketing, conformance, and fund structure.
Our Investment Manager is Edward F. Hosinger, CFA who provides us an extensive and prestigious career within the financial markets.
For more extensive information, please visit our website at www.safeinvestmentfund.com
(Financial Services industry)
January 2005 — Present (4 years 7 months)
Wealth Engineering was founded to bring a proprietary software platform for financial analysis to individuals. During the testing and development phases, SAFE Management was established to use these metrics to manage private funds. It has always been our objective to actively market this platform to individual investors.
I am pleased to announce, after four years, we launched:
www.theruleof72.net
yesterday, February, 20, 2009
It is time for everyone take control of their financial future. These are historical events that will change the way we all invest, manage, and earn our money. I urge you all to visit THERULEOF72.net
(Privately Held; 11-50 employees; Information Technology and Services industry)
October 1998 — January 2005 (6 years 4 months)
Provided custom integrated, end to end solutions to help companies streamline, automate and improve business processes.
(Public Company; 10,001 or more employees; XRX; Information Technology and Services industry)
March 1983 — October 1998 (15 years 8 months)
Held a variety sales, analyst, regional and national positions within the Systems Division of the corporation.
2006 - Series 65 Registered Investment Advisor Representative
2006 - Licensed Realtor, New Jersey
1998 - 2003: IPED Channel Elite MBA Program, Graduate, Basic Options, Commodoties, Complex Options
1983 - 1998: Xerox Corporation Leesburg Institute: Sales Training, Systems Training, Publishing Programming, Presentation Skills, Management and HR Development, Quality and Quality Deployment, Various IT Certifications.
March, 1983: Betty Owen Micro Processor Programming - Trade Degree
Professional: Creative Financing, Deal Structure, Asset Management, Institutional Investor Networking, Private Fund Marketing, Finance Metrics, Complex Options. Personal: Reading, Writing, Dancing, Biking, Faux Painting, Furniture Refinishing.