It’s not exactly on the scale of the Hundred Years War (which actually lasted 116 years), but legal battles of Hydie Sumner, the former broker who won $2.2 million from Merrill Lynch in a discrimination lawsuit, just don’t seem to end. Sumner has filed suit again, this time she is countersuing Blas Catalani, a former sales manager at Merrill Lynch’s San Antonio office, who sued HER last September. Catalani charges that Sumner and her lawyer Linda Friedman trashed his reputation to upper management in an effort to break his contract so that Sumner could take his job.
Sumner has filed a countersuit, claiming that Catalani has harmed her reputation. Oy.
Cannon’s Concepts For Professionals: A Complete Library of Essential Financial Concepts
This reference book was updated for 2008 and now contains over 900 pages of information on essential financial concepts and wealth management strategies for your work with wealthy clients. The book not only contains brief summaries of each topic, but it also contains many useful diagrams and charts that can be used with clients when explaining difficult financial concepts. The information in this book meets current FINRA/NASD guidelines....