Fwd: 01/09/25 - Action Required - $308k Open Balance - New Client Audit Results

From
Audra Williams <audraw@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>, Timon Page <timon.page@thekey.com>, Alysce Craig <alysce.craig@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, John Conaway <jconaway@thekey.com>, Cathy Goffredo <catherine.goffredo@thekey.com>, Laura Meister <laura.meister@thekey.com>, Amanda Ominsky <amanda.ominsky@thekey.com>, Kadie Marlin-Chambers <kchambers@thekey.com>, Jennifer Lane <jennifer.lane@thekey.com>, Lauren Hardy <lauren.hardy@thekey.com>, Steven Strumpf <steven.strumpf@thekey.com>, Dru Vaughn <dru.vaughn@thekey.com>, Dawn Peluso <dpeluso@thekey.com>, Dawn Christensen <dawn.christensen@thekey.com>, Melani Breach <melani.breach@thekey.com>, Dave Knier <dknier@thekey.com>
CC
Kimberly Guerci <kguerci@thekey.com>, Timothy Thomas <tt@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>
Date
Fri, 10 Jan 2025 04
Folder
INBOX
--000000000000a3de1d062b59aa29 Content-Type: multipart/related; boundary="000000000000a3de1c062b59aa28" --000000000000a3de1c062b59aa28 Content-Type: multipart/alternative; boundary="000000000000a3de1c062b59aa27" --000000000000a3de1c062b59aa27 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Happy Friday! If you haven't already, please take a look at this list so that we can get these items cleared off. Thank you!! ---------- Forwarded message --------- From: Date: Thu, Jan 9, 2025 at 2:00=E2=80=AFPM Subject: 01/09/25 - Action Required - $308k Open Balance - New Client Audit Results To: , Michelle Kenaga , Coddye Ring-Noonan , Gayle Soulides , Melissa Reyes , Audra Williams , Alicia Broussard , Alisha Wise , Amy Harris , Araceli Gutierrez , Cassi Gilkeson , Cathy Goffredo , Kimberly Guerci , Yukari Roberts , Beth Ann Rosario , Claudia Hernandez , Jessica Pascasio , Karoline Da Silva , Diane Mockenhaupt , Matt Nyberg , Leigh Smith , Kelley Richard , Tiffany Silton , Grace Labrecque , Jennifer Geist , , = , , , , , , , , , , , , , Cc: Sarah Powers , Alan Badger , Elizabeth Clark , Laszlo Kovacs , Paul Kahn , Lito Delapena , , , , , , , , , , , , , , , Hello Everyone, 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

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