--0000000000007c7f900619b46806 Content-Type: multipart/alternative; boundary="0000000000007c7f8e0619b46805" --0000000000007c7f8e0619b46805 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Will do, thank you. On Thu, May 30, 2024 at 6:00=E2=80=AFPM Audra Williams = wrote: > Please see the audit and update where needed. > > Best, > > ---------- Forwarded message --------- > From: > Date: Thu, May 30, 2024 at 1:59=E2=80=AFPM > Subject: 05/30/24 - Action Required - $94k 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 , Gerard > Draetta , Lito Delapena lito.delapena@thekey.com>, Marc Atkinson , chad.everitt@thekey.com>, , alyson.rohane@thekey.com>, , laura.meister@thekey.com>, , rachel.andersoncapone@thekey.com>, , , > , , > > > 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 is a breakdown of the over $94K 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 Jan 2024 - Apr 2024 who account for over $24K of > these open balances. The deadline for May commissions is Friday June 7th = , please > reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepanci= es > or 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. > > > > - West Division has the largest open balance at just over $68k in > total with $16k open for clients with start dates in Jan 2024 - Apr 20= 24 > and has the largest # of clients that have started services in need of > attention at 33. > - Southeast Division currently has the second largest open balance at > over $13k in total with $798