Apparently it has been a year and a quarter since I last posted. I blame Facebook. Ironically, I posted of a change in my job and it's location, and this week marks those same events. I now move from Sales to Learning & Development, which really means I'm moving from what I'm really good at to what I really enjoy, and that is education. It ( Read more... )

My wallow through the depths of depression has subsided, I have returned to the ranks of the employed. I now work for a company that acts as an investment vendor for retirement plans, but our focus is nearly entirely on 403(b) plans, due to impending regulation changes. Day one was thirteen hours long, with no time to be the new and uninitiated ( Read more... )

It has now been one month since that day. One month and a day, actually. The day was a Monday, I was on the phone with a very uncooperative annuity company, when I heard some murmuring from the other side of my cube. I stood up, as my cube is tall, and could only see a couple of guys in suits going into the boss' office. The boss came to my ( Read more... )

Last week, I spent a few days in NYC, for work. I've been at this job just under a year, but at this company 11 years, and was now being sent up for new hire training. Ironic, but pretty damned useful, as I met all the voices I've been working with, and learned more about the workings of the strange and mysterious world of Estates & Trusts. I ( Read more... )

For those not paying attention (not that you should give a crap), I've moved jobs within my company, from the brokerage division to the Trust dept. Today, I feel like a player who was traded from one team to another on the day they play the old team for the first time since the trade. The brokers has always complained about the Trust dept; too ( Read more... )

One of the reasons I agreed to change my career, and go into the field of Trusts & Estates was that I was promised that I would be sent to a top Trust school, and I just returned last night from Trust I, from Cannon Financial Schools. They teach all over the country, and this time we were in Boston, at Boston U. When I say at BU, I mean in the ( Read more... )

I've now been at the job one week. I didn't really know what to expect, since I met none of the people there at the interview, nor was told where or really what I'd be doing. As an Assistant Trust Officer (ATO), I help the TOs keep the clients happy (sound familiar?) In this case, my company is the actual trustee for the clients, so for most of ( Read more... )

It's one week until I start the new job. I'm pretty confident I can handle it, I just haven't actually been given much of a job description or met anyone I'll actually be working with. We've found the place we most likely will build a house; after 12 years in this little old place that really sounds weird. I guess we'll see how it goes. One of ( Read more... )