Re: Consolidation of Grand Rapids and Chicago Locations

From
Julia Jenkins <jujenkins@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Ashley Mirone <amirone@thekey.com>, Denny Roebel <denny.roebel@thekey.com>, Audra Williams <audraw@thekey.com>
Date
Thu, 5 Dec 2024 11:26:39 -0800
Folder
INBOX
--000000000000c775b206288ae298 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Confirming the Referral Account in SF is tagged as commissionable for Scott. Thanks! On Thu, Dec 5, 2024 at 11:21=E2=80=AFAM Timothy Thomas wrot= e: > Yes, I'm in favor of that. Thank you! > > On Thu, Dec 5, 2024 at 2:06=E2=80=AFPM Ashley Mirone = wrote: > >> Our policy currently is to eliminate HCL commission related to the >> National Oasis partnership account with the exception of 3 HCLs (Scott i= s >> one for the Chicago account) who were grandfathered due to the previous >> history/productivity of those accounts and there is an expectation that >> those individuals maintain growth in those accounts to retain eligibilit= y >> to earn commissions. >> >> +Timothy Thomas Do you want Scott to be eligible for >> commissions on this account? >> >> >> Ashley Mirone >> SVP of Business Development >> *Please note my email has changed:* >> amirone@TheKey.com >> Direct: (310) 755-9669 >> TheKey.com >> [image: TheKey] >> >> >> On Thu, Dec 5, 2024 at 10:08=E2=80=AFAM Denny Roebel >> wrote: >> >>> I am in agreement with Scott taking the lead with Oasis. >>> >>> On Thu, Dec 5, 2024 at 12:41=E2=80=AFPM Julia Jenkins >>> wrote: >>> >>>> Thank you Tim & Audra! >>>> >>>> Looping in @Ashley Mirone & @Denny Roebel >>>> for visibility on this strategy for Scott to >>>> take over our Grand Rapids Oasis Partnership relationship. >>>> >>>> On Thu, Dec 5, 2024 at 9:37=E2=80=AFAM Timothy Thomas = wrote: >>>> >>>>> I=E2=80=99d like Scott to manage this. We=E2=80=99re not closing the = office until it=E2=80=99s >>>>> sublet so it=E2=80=99s business as usual. Could you pass the informat= ion along to >>>>> Scott please? >>>>> >>>>> Thanks! >>>>> >>>>> On Thu, Dec 5, 2024 at 12:16=E2=80=AFPM Audra Williams >>>>> wrote: >>>>> >>>>>> +Timothy Thomas >>>>>> >>>>>> Tim, how do you want to handle this? Abby is in Grand Rapids, so >>>>>> maybe she would be a good point person as she is on site?? Or we ca= n have >>>>>> an HCL in Chicago handle this account?? >>>>>> >>>>>> Thanks! >>>>>> >>>>>> On Thu, Dec 5, 2024 at 9:13=E2=80=AFAM Julia Jenkins >>>>>> wrote: >>>>>> >>>>>>> Hi Audra, >>>>>>> >>>>>>> I have our National Oasis contact asking if "TheKey has moved out o= f >>>>>>> Grand Rapids or moved locations in Grand Rapids. The office our Ad= visor is >>>>>>> used to seeing appears to be closed." >>>>>>> >>>>>>> Is it safe for me to tell him we've closed that office and provide >>>>>>> him with a new Chicago contact to send referrals to? >>>>>>> >>>>>>> >>>>>>> On Tue, Nov 12, 2024 at 8:09=E2=80=AFPM Audra Williams >>>>>>> wrote: >>>>>>> >>>>>>>> Hi Julia! >>>>>>>> >>>>>>>> We will accept clients on a case by case basis. We will leave >>>>>>>> everything the same with the exception of transitioning the GM in = SF to >>>>>>>> Diane. We will want the flow to continue as it is currently. >>>>>>>> >>>>>>>> Best, >>>>>>>> >>>>>>>> On Tue, Nov 12, 2024 at 4:29=E2=80=AF

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