--000000000000ebaa98061a9c1559 Content-Type: multipart/alternative; boundary="000000000000ebaa98061a9c1558" --000000000000ebaa98061a9c1558 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning, Happy Tuesday! Will do, thank you On Tue, Jun 11, 2024 at 8:02=E2=80=AFAM Audra Williams = wrote: > Hi All! > > Please take a look at the clients in your areas that need attention. > Please let myself or Alejandro know if you have any questions. > > Thank you for continuing to get this list to a minimum! > > Best, > > ---------- Forwarded message --------- > From: > Date: Mon, Jun 10, 2024 at 1:53=E2=80=AFPM > Subject: 06/10/24 - Action Required - $18k Open Balance - New Client Audi= t > 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 araceli.gutierrez@thekey.com>, Cassi Gilkeson , > Cathy Goffredo , Kimberly Guerci kguerci@thekey.com>, Triff Cook , Yukari Roberts yroberts@thekey.com>, Beth Ann Rosario , > Claudia Hernandez , Jennifer Piper jennifer.piper@thekey.com>, Jessica Pascasio , > Karoline Da Silva , Diane Mockenhaupt dmockenhaupt@thekey.com>, Matt Nyberg , Leigh Smith leigh.bryantsmith@thekey.com>, Kelley Richard , > Tiffany Silton , Grace Labrecque glabrecque@thekey.com>, Jennifer Geist , richard.chan@thekey.com>, , = , > , , , elizabeth.walsh@thekey.com>, , , ccartwright@thekey.com>, , = , > , > Cc: Sarah Powers , Alan Badger , > Elizabeth Clark , Laszlo Kovacs laszlo.kovacs@thekey.com>, Paul Kahn , Lito > Delapena , Marc Atkinson marc.atkinson@thekey.com>, , 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 attention > due to missing or incomplete mandatory documents in accordance with our > onboarding process. Also below is a breakdown of the over $18K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with start months in Mar 2024 - May 2024 who account for over 1.8K of > these open balances. The deadline for June commissions is Friday July 5th= , please > reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepanci= es > or questions. ***Please note changes made after the updated report has be= en > generated will not be reflected until the client is re-audited and an > updated report is generated. > > > > Please click here > to > review the updated audit tracker. > > > > - West Division has the largest open