
Marlee-Jo Jacobson is second generation and has over 30 years in futures. She is founder of Sanctity Capital Management and SafeMoneyMetrics™, their philosophy and practical application. MJ's fundamental education in hedging, capital management and active floor trading started at Jacobson Commodities Inc., a clearing member firm of the New York Mercantile Exchange. She was an active trading member of the New York Mercantile Exchange through 1980. From 1970 until 1980, she designed hedge strategies & managed discretionary accounts.
From 1980 to 1984 Ms. Jacobson was an account executive at Merrill Lynch specializing in clearing services for Commodity Trading Advisors, Pool Operators and Broker-Dealers building key accounts of over $5 million. Ms. Jacobson started Phoenix Futures Inc., a Futures Commission Merchant in 1984. Phoenix survived until 1992. MJ developed severe heath issues and took a five-year sabbatical from the industry. In the mid to late 1990's she wrote a Series 3 training manual for Securities Training Corporation. It was during this time that she found SafeMoneyMetrics™ . MJ has attended the New York Institute of Finance, New York University and the Institute of Neurolinguistic Programming.
Value: Risk Management, Marketing, business development, monthly articles, affiliate program content, research and development of risk analysis strategies required for each situation. MJJ (EST) 212-777-3862
Mr. Ramsey's is founder of resources.advisorpage.com. His 15 year background includes time spent at Wells Fargo Business Banking Group, two years as an external wholesaler for a national money management firm and more than seven years in the independent advisor community. His designations include:
* NASD Series: 6 Investment Company Products/Variable Contracts Representative, 7 General Securities Representative, 63 Uniform State Securities Law Exam, 65 NASAA-Investment Advisors Law Exam, Department of Insurance: Life, Disability, & Variable Products. He is founder of http://.resources.advisorpage.com, a web business dedicated to tracking resources and developments within the financial services industry. Currently Advisorpage is used by over 10,000 financial advisors each month.
Value: Project Manager for On-line Advisor Analysis, Electronic Business development within the traditional financial services community. Christian (PST) 916-233-6010