Strategic
Product Development Projects
Charles
Schwab & Company, Inc.
Help and Advice Products
Portfolio
Consultation
Portfolio Checkup
Mutual Fund Report Card
Mutual Fund Performance Review
Equity Report Card
Schwab
Institutional
Schwablink
Version 2.0 and 2.1 - Account management
software for institutional investment managers
Web
Trading and other Web-based products
Managed Account Connection - Separate portfolio account management
product
Statements on CD-ROM
Insights Quarterly; Newsbreak - Monthly and quarterly
newsletter publications
Client communications - Printed and online communications
UNX,
Inc.
UNX Flex II Version 4.0 and 4.5 - ASP-based
trading platform and Web-based applications for institutional investment
managers.
Getting
Started Guides
Quick Reference Cards
Online Help Text and Resources
Wallet Card
Wells
Fargo Card Services, Inc. - Debit Card Marketing
ATM
& Check Card - Spring and Summer
Sales Campaigns
April - June 2002
Triple Pay Team Member Sweepstakes
January - March 2001
ATM & Check Card - Fall Sales Campaign
September - December 2000
wellsfargo.com - ATM & Check Card Site
Site-specific
for 50 States
Consumer and Business Debit Card Products
Wells
Fargo Intranet Site - Teamworks Card Services -
Debit Card Site
Consumer and Business Debit Card Products and Services
Banker Survey - Gold ATM & Check Card
HighMark
Capital Management
Institutional
Investment Division of Union Bank of California
Strategic planning and integration of merger-related products, including common trust funds, mutual funds, and investment portfolios.
Development,
production and distribution of quarterly marketing reports:
Economic Outlook
Strategy Updates
Performance Measurement Reports
Union Bank of California
Select
Living Trust -
Retail Trust Product
A
short-form trust for single person, married couples and unmarried partners.
Investment options include asset allocation models with mutual funds.
Asset
Account - Retail Investment Product
Minimum account size: $50,000
Investment options include asset allocation models with mutual funds.
www.janicedelfiacco.com
Copyright 2001-2003 Janice M. Del Fiacco Company, Inc. All rights reserved.
