Friday, July 2, 2009

1) Boss wanted HK to do some reallocation changes, but the changes she wanted to make were not even within the same annuity. I suppose if you have one client that has 3+ different annuities, it's hard to get them confused.
2) Boss did not know what 'F' shares were for mutual funds. HK to research.



Thursday, July 2, 2009

Boss was busy with meetings all day and everything went fine.