--0000000000005a773706288ae5b6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you! 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 11:27=E2=80=AFAM Julia Jenkins wrote: > 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 wr= ote: > >> 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 = is >>> 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 eligibili= ty >>> 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 pas= s the information 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 c= an 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 >>>>>>>> of Grand Rapids or moved locations in Grand Rapids. The office ou= r Advisor >>>>>>>> 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! >>>>>>>>> >>>>