Fwd: 175225 Bruce Sagan - FIN-WELCOME CALL - Need CCA and PAF - [#1205535]
- From
- Laurie Simpson <clientservice@thekey.com>
- To
- venus.hurdjohnson@thekey.com
- CC
- dmockenhaupt@thekey.com, tt@thekey.com, william.schmiedeknecht@thekey.com
- Date
- 2025-09-11 19:29:58
- Folder
- INBOX
Venus, New client Bruce Sagan is missing agreement and form of payment. Start of care date - 9/6/2025 Please upload agreement and payment information as soon as possible. Thank you and I appreciate your attention to this matter. Laurie Simpson Finance Onboarding | TheKey Laurie.Simpson@thekey.com 855.205.8007