Wednesday, August 5, 2009

1) HK made a mistake on a client trade and Boss should be reimbursing the client for the mistake which was about $6.8K. However, no action is happening.

2) Went to Elmer's with Boss and Jim today to listen to two people from DWS. Boss asked a few terrible questions where both the Wholesaler and the Money Manager had a very difficult time grasping what she was asking.