1) Boss got upset with HK regarding JL's account. The reason why she was upset was because a mutual fund purchase was made within JL's Pershing account and not Direct. JL had mutual fund purchases with Pershing, so HK or I would reasonably anticipate that future mutual fund purchases would be made within the Pershing Account. To take cash out of the Pershing and transferred to the Direct Fund Company takes both time and a Letter of Authorization. Boss said she did not know a LOA was required. NOTE: Boss has asked several times for an LOA on different accounts, so there is a lot of inconsistency.
2) Boss asked HK for a fourth time what she had for dinner the night before.
Thursday, 17-December-2009
Day went smoothly. Boss was out most of the day on a doctor's appointment. She originally said the doctor's appointment was for her finance, Bob, but she came back with her mouth swollen. She was using ice packs most of the day. Boss is planning for the wedding and we have our Christmas dinner tonight.
1) Boss asked 3 times what we were having for dinner all within a 1 hour time-span. She asked within 10 minutes in one of the cases.
2) We had to go around the around the table and tell us a new years resolution for next year. When it got to client JW, she gave a really long story before telling her resolution. Well, Boss wasn't really paying attention after the first few minutes. After JW was done speaking and giving her resolution, Boss just asked her again. NOTE: Boss basically has a 1 minute attention span.
Wednesday, 16-December-2009
Day went smoothly. I think boss is busy planning her wedding.
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