--0000000000009b33b3061cd01a81 Content-Type: multipart/alternative; boundary="0000000000009b33b2061cd01a80" --0000000000009b33b2061cd01a80 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Let's plan to discuss on our Office Ops call this morning +Timothy Thomas *Chad Everitt* President- East Division & Canada Mobile: 202.262.8318 [image: TheKey] On Tue, Jul 9, 2024 at 8:24=E2=80=AFAM Audra Williams w= rote: > The majority are there but they are incomplete in some manner. > > > On Mon, Jul 8, 2024 at 1:36=E2=80=AFPM Chad Everitt > wrote: > >> What are you seeing that is causing Canada to run so high? >> >> >> *Chad Everitt* >> President- East Division & Canada >> Mobile: 202.262.8318 >> [image: TheKey] >> >> >> ---------- Forwarded message --------- >> From: >> Date: Mon, Jul 8, 2024 at 4:08=E2=80=AFPM >> Subject: 07/08/24 - Action Required - $13k Open Balance - New Client >> Audit Results >> To: , Michelle Kenaga > michelle.kenaga@thekey.com>, Coddye Ring-Noonan > coddye.ringnoonan@thekey.com>, Gayle Soulides , >> Melissa Reyes , Audra Williams > audraw@thekey.com>, Alicia Broussard , Alisha >> Wise , Amy Harris , Araceli >> Gutierrez , Cassi Gilkeson > cgilkeson@thekey.com>, Cathy Goffredo , >> Kimberly Guerci , Triff Cook , >> Yukari Roberts , Beth Ann Rosario > bethann.rosario@thekey.com>, Claudia Hernandez , >> Jennifer Piper , Jessica Pascasio > jpascasio@thekey.com>, Karoline Da Silva , Diane >> Mockenhaupt , Matt Nyberg , >> Leigh Smith , Kelley Richard > krichard@thekey.com>, Tiffany Silton , Grace >> Labrecque , Jennifer Geist > jennifer.geist@thekey.com>, , > slaxamana@thekey.com>, , , > apuckett@thekey.com>, , , >> , , , > joey.taylor@thekey.com>, , , > generalmanagers@thekey.com> >> Cc: Sarah Powers , Alan Badger , >> Elizabeth Clark , Laszlo Kovacs > laszlo.kovacs@thekey.com>, Paul Kahn , Lito >> Delapena , , > kevin.murray@thekey.com>, , > jennifer.lane@thekey.com>, , > amanda.ominsky@thekey.com>, , > glane@thekey.com>, , , > melani.breach@thekey.com>, , >> >> >> Hello Everyone, >> >> >> >> I hope you all had a great weekend. >> >> >> >> Please see the below summary by division for clients in need of attentio= n >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $13K open bala= nce >> for these client=E2=80=99s missing documentation listed by division. Ple= ase review >> and address the document attached in the link below, including any clien= ts >> with start months in Mar 2024 - June 2024 who account for over $13K of >> these open balances. The deadline for July commissions is Friday August = 9 >> th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any >> questions. ***Please note changes made after the updated report has been >> generated will not be reflected until the client is re-audited and an >> updated report is generated. >> >> >> >> Please click here to review >> >> the updated au