Re: 06/16/25 - Action Required - $26k Open Balance - New Client Audit Results

From: Patti George-King <patti.georgeking@thekey.com>
To: aaponte@thekey.com
CC: kristy.poyner@thekey.com, Michelle Kenaga <michelle.kenaga@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Gayle Soulides <gsoulides@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Audra Williams <audraw@thekey.com>, Alisha Wise <awise@thekey.com>, Amy Harris <aharris@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Cassi Gilkeson <cgilkeson@thekey.com>, Cathy Goffredo <cathy.goffredo@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Yukari Roberts <yroberts@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Claudia Hernandez <chernandez@thekey.com>, Jessica Pascasio <jpascasio@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Matt Nyberg <mnyberg@thekey.com>, Leigh Smith <leigh.bryantsmith@thekey.com>, Kelley Richard <krichard@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Grace Labrecque <glabrecque@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, slaxamana@thekey.com, jcittadino@thekey.com, wreid@thekey.com, csilveira@thekey.com, elizabeth.walsh@thekey.com, chall@thekey.com, jagarcia@thekey.com, ccartwright@thekey.com, joey.taylor@thekey.com, cterlesky@thekey.com, sspeirs@thekey.com, generalmanagers@thekey.com, jessica.thomas@thekey.com, emily.swackhamer@thekey.com, lhorval@thekey.com, william.schmiedeknecht@thekey.com, tpatterson@thekey.com, laurie.simpson@thekey.com, ariyan.green@thekey.com, ereaunah.thomas@thekey.com, keith.keough@thekey.com, Sarah Powers <spowers@thekey.com>, Alan Badger <abadger@thekey.com>, Elizabeth Clark <eclark@thekey.com>, Laszlo Kovacs <laszlo.kovacs@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, chad.everitt@thekey.com, kevin.murray@thekey.com, alyson.rohane@thekey.com, jennifer.lane@thekey.com, laura.meister@thekey.com, amanda.ominsky@thekey.com, rachel.andersoncapone@thekey.com, glane@thekey.com, dknier@thekey.com, kjayroe@thekey.com, melani.breach@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com, geraldine.nath@thekey.com, deanna
Date: Tue, 17 Jun 2025 13:47:23 -0400
Folder: INBOX

--000000000000db888e0637c81ba2 Content-Type: multipart/alternative; boundary="000000000000db888d0637c81ba1" --000000000000db888d0637c81ba1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Broward has been addressed. On Mon, Jun 16, 2025 at 5:23=E2=80=AFPM wrote: > Hello Everyone, > > > > I hope you all had a great weekend. > > > > Please see the below summary by region 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 $26k open balan= ce > for these client=E2=80=99s missing documentation listed by region. Please= review > and address the document attached in the link below, including any client= s > with a start month in Dec-May 2025 who account for over $22k of these > open balances. The deadline for June commissions is Friday July 11th, ple= ase > 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 repor= t > is generated. > > > > Please click here to review the updated audit tracker. > > > > > - *Bay Area Region* currently has the largest open balance at over > $12k in total with over $11k open for clients with start dates in Dec-= May > 2025, and currently has the second largest # of clients that have star= ted > services in need of attentio