理财,
理即是理性,理亦是理念,理更是理想。
一名理财师,需要的不就是要保持理性,坚持理念,追求理想么!
我认为理财还应该是一种生活状态,现在进行时的生活状态,不仅谋划未来,更要享受现在!
彼人姓马,自名曰"有理"。在此对各位金库网的朋友们有礼了.................................
和境外独立咨询机构的一次亲密接触(三)
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下一篇 2008-07-10 22:43:23
/ 个人分类:银行日志 之工作记录
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此前,那一次关于财富管理主题的电话交流,很长一段时间没有了音信,我也把它当作一次玩笑,置之脑后了。没想到,前日收到了电邮,让我查收汇款,今天,哈哈,这一笔外快已经到我的银行卡上了。
这的确是一次有点意义也有些意思的值得收藏的记忆。
(附;电邮内容,其中涉及公司名称及相关信息,以****替代了)
Dear Mr. MA,
Your recent request for payment has been processed. Details about your payment are provided below:
Project ------- Topic: Private Wealth Management/Advisory in Zhejiang Client: H**** D*** Firm: Merrill Lynch Corporate Principal Investments Group (Asia)
Payment ------- You requested a payment for $133.00 in USD. Based on your payment account preferences the following payment was processed:
Payment Amount: $133.00 Currency: USD Account Paid: Wire Transfer-YuXiang MA Payment Account Type: Wire Transfer
Transaction Confirmation Number: 00000FTSY080708 Please note that electronic funds will be available and posted to your account within 5 business days.
Please reply to this email with any questions or concerns you may have regarding this payment.
Thank you for working with the *** Financial & Business Services Councils.
=== Open *** Projects === Would you like to participate in other client projects or refer a peer to one? Visit your Open Projects section to view a list of client projects that are currently available for participation. Click here to visit your Open Projects list: http://************* Best regards,
**** Council Member Services **** Congress Avenue Suite *** Austin, TX 78701 Tel: 512-*********** Fax: 512-*********** |
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