Wednesday, 23-June-2010

So Boss had her office broken in. The only thing that appears to be stolen is a (very old-ancient) dell laptop and a sheet of one-dollar bills from the US Treasury. According to the alarm company, the alarms went off at 6:04am and the cops were here by 6:11am. Boss complained to me while she was waiting for her flight back here, that it was the alarms fault for not notifying the police fast enough and it was also the police's fault for not getting here fast enough. Are you kidding me? REALLY, Boss??

Monday, 21-June-2010

On Friday, client AV had a very odd situation. He had a check mailed to him from DWS. Upon calling DWS, apparently his account number was duplicated and the other individual who had the exact same account number had liquidated the account. Unfortunately, DWS did not do the security protocol, and both parties had their account liquidated. Well, client AV came into the office Friday and said he would come by Monday (ie. today.) Boss called around 445 and wanted a recap of what went on. So I told her what was happening on the board and gave her an update of what happened with DWS. DWS will make the client whole; however, mr AV didn't show up. So I told her he did not show and I was about to call him. So she lectures me on how I should have called the client up to let him know even though he said Friday, he would stop by Monday.

Thursday, 17-June-2010

So I'm overhearing my Boss on a conference call with FTP Transitions, which is a group that she hired to help evaluate what her book of business is worth. The last missing piece of the process is the revenue portion which FTP is waiting on. They are asking for the 12 trailing months and what is recurring versus non-recurring. The guy on the phone had to explain what a 'recurring' revenue transaction was (ie. 12B-1 fee, etc.)

Thursday, 10-June-2010

My Boss is one lady that will not retire. Frustrating day.

Right Shoulder

CTRP

Friday, 4-June-2010

Well, our intern is horrible. He's either text messaging on his iphone or he's on Instant Messenger. It took him 30 minutes to fold less then 50 envelopes today regarding this workshop that Boss is doing in August.

Well, Boss was really happy to land this $80k new client today. They were suppose to come in to sign the papers, but didn't! I found it fairly odd, she was happy to land them, because the wife's a real estate agent and the husband is about to retire from the military. They supplied one of their personal finance Balance Sheet, and they own like 5+ homes totaling 1.3mm in assets; however, they have about 700k in liabilities. If you take out the cash/cash equivalents, they have about 950k in housing and 700k in mortgages. I don't think they're mark to marketing their balance sheet, so who knows what those houses are worth. They're probably worth a lot less then what that balance sheet says.

Wednesday, 2-June-2010

So I was grilled at lunch today, because I (supposedly) failed to update a statement clearly reflecting changes (ie. deceased spouse, etc.) So she said she was embarrassed in talking with the client, because nothing was done. So I found this strange, so I quickly grabbed the statement. To no surprise, I had done the statement correctly and the changes were done 9 months ago. Apparently Boss was looking at a statement dated 07-02-09 and she should have been looking at the 06-01-10 statement. Either she is blind or she thought it was July already.

Tuesday, 1-June-2010

It was nice to enjoy a 3 day weekend. So I'm walking into the office, dropping my lunch off in the refrigerator, and JG (who is walking out of the bathroom) says, "Our intern is here." At first, I had to think for a minute, because it was last Thursday that Boss told me to talk to JG on my thoughts on having an intern. Because I did not have a chance to talk to Boss on Friday, I was going to talk to her today; however, that was no longer the case since he was here. My next thought was that maybe she just made an accelerated decision (which if you've worked here, you'd understand.) Well, turns out, nobody in the office knew and the intern, Gabe said that Boss had said his start date would be today. So we have an intern...woohoo!