Item number: 190632980410
Ebay Auction: McDonald's Hello Kitty Happy Meal Toys Various Years and Sets

EXEL

Monday, 8-August-2010

1) Just got told not to eat lunch at my desk any more. NOTE: I've been eating at my desk for 1.5 years now and I even told my boss that. She simply responded, "That was then."

2) Boss has this huge cut on her hand. Apparently, she cut it while preparing food this weekend. NOTE: Since she's basically blind, probably not a good idea to be holding sharp things. I'm surprised she hasn't cut a body part off (yet.)

3) Boss doesnt use email, so what we have to do here is print out the email. We then type her response and send to the client. On an email that went out Friday, she responded to one of the clients, "Hope to see you and M---y soon." Client responds,"M---y passed away a year ago." NOTE: The widow of the deceased has been in here 3-4 times in the last year.

18 Months of Time vs Performance

Friday, 23-July-2010

Just got reamed for not writing down the name of the individual I spoke to at Lincoln. Apparently, someone gave me in depth details about Riders on a particular policy at Lincoln Benefit Planner (not to be confused with Lincoln's American Legacy.) When I relayed the Rider detail to Boss, she relayed it to the client. Client was leaning towards doing the Rider, we called up Lincoln for the paperwork and they said NOPE, these Riders are unavailable. So I get ripped by Boss and she told me to call the client to tell them I focked up.

Thursday, 22-July-10

Last night an accountant left a voice message regarding cost basis on the phone and mentioned BR's note. So Boss asks me if I know anything about it, I do not, and then Boss tells me to call the accountant up. I call and the accountant explains that it's regarding an email that was sent back in May 2010. BR had put her name responding to the accountants email. So I tell Boss and she starts going ballistic (ie. pointing finger at me, saying "NEVER EVER EVER", etc.) Apparently, anything regarding securities, BR is not aloud to respond.

Here's what happened in May. BR relayed the email to Boss. Boss tells me to follow up. I tell BR what to write in the email. We make a copy for the file, end of story. If Boss actually knew how to use her email, this could have been prevented.

Wednesday, 21-July-10

So the Axxxxxxxxxx's came in today and Boss was trying to tell them her eyesight was to be blamed on allergies. And then she proceeded to say that she's never had allergies.

A representative came in today to discuss the iron grates to cover the windows. We're officially about to look like a prison.

So I just got yelled at for not having the detail on the summary (eg. "Transfer To.." & "Transfer From..") grouped together. Boss does not care if the registrations are mixed up, she wants the "Transfer To.." & "Transfer From.." right below each other.

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!

Wednesday, 26-May-2010

So I'm back from my DC Trip and things were not a disaster here like I thought they would be. JG was asked to do a task, which consisted of gathering clients ending account values from her RECAP summary. She wanted to pull about 5-10 clients and find out the average gain/loss from prior period (even though it's not a real gain/loss, because it does not factor in deposits/withdrawals). The reason for this exercise is because one of her clients R/J Miller is upset, because they sold everything and moved to cash in 2009. What will be funny is if the Millers rebuy and the market tanks again. Buy High Sell Low never fails.

Friday, 14-May-2010

So I did the unthinkable today. BR told me yesterday that Boss needed a CE (Continuing Education) class with Penn Mutual in order to maintain her appointment with them. Apparently, one of the CE's that was a requirement was Anti-Money Laundering of which FNIC does not require that (it's optional). I had done this last fall when my CE elements were required. So BR said that JL would print out the materials and that I would need to 'help' her with them (eg. do it for her basically.) Talk about being 'just wrong'? So after giving it some thought for a few minutes, I told myself that there is no way I'm going to do this for her. Today JL gave me the packet around lunch since it arrived via e-mail, and I waited till Boss returned from lunch. Boss came back and I walked into her office and I said JL handed this to me. So Boss looks at it and says, yes, this is the CE that BR should have mentioned to you on Thursday. So I told Boss, what do you want me do to do with it? (eg. terrible response, I should i have been more direct and said I am not doing this, etc.) Boss said, it should only take you 15 minutes, you can do it really fast. I said, Boss, I can't do this for you. So Boss (looking desparate and panicky) said, okay, lets do this really quick and you can read me the questions. !%!@#%. It took 30 minutes, but I read her all the questions and gave her no assistance. Unfortunately, the questions were very easy and all but 2 of the questions did not require any research in reading the 20 page packet.

Thursday, 13-May-2010

So I apologize for not updating this. I've been both busy and Boss was on a cruise/vacation from April 24th to May 6th.

The only thing she's complained numerous times about since she was back was how horrible the cruise was. She's probably overstating how bad of a time she had, but the fact she tells all her clients this is just wrong. Going on a cruise is a luxury, I dont know many retired people who can afford to do this as often as she has done (ie. every other year, etc.) I feel like it's a rub in the face, when she tells people about how terrible of a time she had.

1) She is having me assist her in this assignment to gather client asset data together so she can forward it to this company that will help evaluate her book of business. She's paying this company $1k (eg. waste of money) to figure out what her book is worth. Apparently, figuring out what her trailing 12 months is not enough of a clue.