Re: 07/21/25 - Action Required - $8k Open Balance - New Client Audit Results

Hi Alejandro- Please kindly remove Bridger from this audit.

Thank you!

best,

*Abbie Canta*
Market Leader - Bay Area North| *TheKey*
Mobile: 650- 393-0142
Office Line : 415- 268-1415

On Mon, Jul 21, 2025 at 1:43 PM <aaponte@thekey.com> 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 $8k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Jun 2025 who account for $495.00 of these open
> balances. The deadline for July commissions is Friday August 8th, please
> 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 report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1y4FM6S9DsKHnXPHq4jvCKj-E_wnYBqVP/edit?gid4340023#gid4340023>
>
>
>
>    - *Pacific Northwest Region* currently has the largest open balance at
>    over $6k in total with $0k open for clients with start dates in Dec-Jun
>    2025.
>    - *Bay Area Region* currently has the largest # of clients that have
>    started services in need of attention at 17.
>    - *Midwest Region *currently has the second largest open balance at
>    $552.25 in total with $0k open for clients with start dates in Dec-Jun 2025
>    - *Southeast Region* currently has the second largest # of clients
>    that have started services in need of attention at 14.
>
>
>
> *Approx $8k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $495.00 open balance for
> clients with start dates in Dec-Jun 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, July 14, 2025 5:11 PM
> *To:* 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>; 'Claudia Hernandez' <chernandez@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
> *Cc:* '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.brown@thekey.com
> *Subject:* 07/14/25 - Action Required - $8k Open Balance - New Client
> Audit Results
>
>
>
> 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 $8k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Jun 2025 who account for over $3k of these open
> balances. The deadline for July commissions is Friday August 8th, please
> 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 report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1gv9ARXsOj_OlpCKMlyZrYTW5TdLbycOA/edit?gid4340023#gid4340023>
>
>
>
>    - *Ohio JV Region* currently has the largest open balance at over $2k
>    in total with $0k open for clients with start dates in Dec-Jun 2025.
>    - *Bay Area Region* currently has the largest # of clients that have
>    started services in need of attention at 16.
>    - *Southeast Region* currently has the second largest open balance at
>    over $1k in total with $0k open for clients with start dates in Dec-Jun
>    2025 and currently has the second largest # of clients that have started
>    services in need of attention at 13.
>
>
>
> *Approx $8k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $3k open balance for
> clients with start dates in Dec-Jun 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Wednesday, July 9, 2025 7:34 PM
> *To:* 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>; 'Claudia Hernandez' <chernandez@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
> *Cc:* '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.brown@thekey.com
> *Subject:* 07/07/25 - Action Required - $8k Open Balance - New Client
> Audit Results
>
>
>
> 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 $8k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-May 2025 who account for over $1k of these open
> balances. The deadline for June commissions is Friday July 11th, please
> 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 report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1ZHAOGQf4wxfr74BCoEyi4zffz9jfR6UM/edit?gid4340023#gid4340023>
>
>
>
>    - *Greater SD Region* currently has the largest open balance at over
>    $2k in total with $0k open for clients with start dates in Dec-May 2025.
>    and
>    - *Bay Area Region* currently has the largest # of clients that have
>    started services in need of attention at 16 and currently has the second
>    largest open balance at over $2k in total with $384.60 open for clients
>    with start dates in Dec-May 2025
>    - *Canada and Greater SD Regions *are currently tied with the second
>    largest # of clients that have started services in need of attention at 8.
>
>
>
> *Approx $8k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $1k open balance for
> clients with start dates in Dec-May 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Tuesday, July 1, 2025 6:16 PM
> *To:* 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>; 'Claudia Hernandez' <chernandez@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
> *Cc:* '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.brown@thekey.com
> *Subject:* 07/01/25 - Action Required - $10k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> 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 $10k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-May 2025 who account for over $1k of these open
> balances. The deadline for June commissions is Friday July 11th, please
> 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 report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/19tLTeRmnDMG16DiqAEJqXE2INScE3Vu2/edit?gid4340023#gid4340023>
>
>
>
>    - *Bay Area Region* currently has the largest open balance at over $5k
>    in total with $384.60 open for clients with start dates in Dec-May 2025,
>    and currently has the largest # of clients that have started services in
>    need of attention at 21.
>    - *Greater SD Region* currently has the second largest open balance at
>    over $1k in total with $0.00 open for clients with start dates in Dec-May
>    2025
>    - *Canda, Greater SD, and Southeast Region* are all currently tied for
>    having the second largest # of clients that have started services in need
>    of attention at 10.
>
>
>
> *Approx $10k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $1k open balance for
> clients with start dates in Dec-May 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, June 23, 2025 5:48 PM
> *To:* 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>; 'Claudia Hernandez' <chernandez@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
> *Cc:* '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.brown@thekey.com
> *Subject:* 06/23/25 - Action Required - $10k Open Balance - New Client
> Audit Results
>
>
>
> 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 $10k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-May 2025 who account for over $6k of these open
> balances. The deadline for June commissions is Friday July 11th, please
> 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 report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/11dRYb3fy2zcYYO9SDG1YAztwvFBo_RSp/edit?gid4340023#gid4340023>
>
>
>
>    - *Greater SD Region* currently has the largest open balance at over
>    $3k in total with over $3k open for clients with start dates in Dec-May
>    2025. and
>    - *Bay Area Region* currently has the largest # of clients that have
>    started services in need of attention at 13 and currently has the second
>    largest open balance at over $2k in total with $784.60 open for clients
>    with start dates in Dec-May 2025
>    - *Southeast Region *currently has the second largest # of clients
>    that have started services in need of attention at 12.
>
>
>
> *Approx $10k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $6k open balance for
> clients with start dates in Dec-May 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, June 16, 2025 5:23 PM
> *To:* 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>; 'Claudia Hernandez' <chernandez@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
> *Cc:* '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.brown@thekey.com
> *Subject:* 06/16/25 - Action Required - $26k Open Balance - New Client
> Audit Results
>
>
>
> 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 balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> 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, please
> 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 report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1LenxMiL4sr8FoDp3xJ0mwMFX_WVPoTG6/edit?gid4340023#gid4340023>
>
>
>
>    - *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 started
>    services in need of attention at 14.
>    - *Southeast Region* currently has the largest # of clients that have
>    started services in need of attention at 16.
>    - *GCM* currently has the second largest open balance at over $5k in
>    total with $5k open for clients with start dates in Dec-May 2025
>
>
>
> *Approx $26k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $22k open balance for
> clients with start dates in Dec-May 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, June 9, 2025 5:34 PM
> *To:* 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>; 'Claudia Hernandez' <chernandez@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
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@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.brown@thekey.com
> *Subject:* 06/09/25 - Action Required - $60k Open Balance - New Client
> Audit Results
>
>
>
> 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 $60k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-May 2025 who account for over $60k of these
> open balances. The deadline for June commissions is Friday July 11th, please
> 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 report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1SbijZqDSAllnGYvGaLNeqk_Fs-0PwpbL/edit?gid4340023#gid4340023>
>
>
>
>    - *Concierge Region* currently has the largest open balance at over
>    $48k in total with over $48k open for clients with start dates in Dec-May
>    2025
>    - *Bay Area Region* currently has the largest # of clients that have
>    started services in need of attention at 16.
>    - *Northeast Region* currently has the second largest open balance at
>    over $3k in total with $3k open for clients with start dates in Dec-May 2025
>    - *Southeast Region* currently has the second largest # of clients
>    that have started services in need of attention at 12.
>
>
>
>
>
> *Approx $60k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $60k open balance for
> clients with start dates in Dec-May 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Tuesday, June 3, 2025 4:36 PM
> *To:* 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>; 'Claudia Hernandez' <chernandez@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
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@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.brown@thekey.com
> *Subject:* 06/03/25 - Action Required - $23k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> 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 $23k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Apr 2025 who account for over $17k of these
> open balances. The deadline for May commissions is Friday June 6th, please
> 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 report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/1SMktOEqPzr08K3EkO3VfMXnZGfS6mrgM/edit?gid4340023#gid4340023>
>
>
>
>    - *Concierge Region* currently has the largest open balance at over
>    $17k in total with over $17k open for clients with start dates in Dec-Apr
>    2025
>    - *Bay Area Region* currently has the largest # of clients that have
>    started services in need of attention at 13.
>    - *Greater SD Region* currently has the second largest open balance at
>    over $2k in total with $0.00 open for clients with start dates in Dec-Apr
>    2025
>    - *Southeast Region* currently has the second largest # of clients
>    that have started services in need of attention at 8.
>
>
>
>
>
> *Approx $23k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $17k open balance for
> clients with start dates in Dec-Apr 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Tuesday, May 27, 2025 5:40 PM
> *To:* 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>; 'Claudia Hernandez' <chernandez@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
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@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.brown@thekey.com
> *Subject:* 05/27/25 - Action Required - $27k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great Holiday 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 $27k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Apr 2025 who account for over $17k of these
> open balances. The deadline for May commissions is Friday June 6th, please
> 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 report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/15lvJMrLs9-0j_a8emVBFcKfpJXSjpvSj/edit?gid4340023#gid4340023>
>
>
>
>    - *Concierge Region* currently has the largest open balance at over
>    $21k in total with over $17k open for clients with start dates in Dec-Apr
>    2025
>    - *Bay Area Region* currently has the largest # of clients that have
>    started services in need of attention at 10.
>    - *Greater SD Region* currently has the second largest open balance at
>    over $2k in total with $0.00 open for clients with start dates in Dec-Apr
>    2025
>    - *Concierge and Midwest Region* are currently tied for having the
>    second largest # of clients that have started services in need of attention
>    at 8.
>
>
>
>
>
> *Approx $27k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $17k open balance for
> clients with start dates in Dec-Apr 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>