11/25/24 - Action Required - $6k Open Balance - New Client Audit Results

From: DeAnna Brown <deanna.brown@thekey.com>
To: Alejandro Aponte <aaponte@thekey.com>
CC: Kristy Poyner <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>, Alicia Broussard <abroussard@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>, Karoline Da Silva <ksilva@tenderrose.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>, Stephennie Laxamana Smith <slaxamana@thekey.com>, Jaime Cittadino <jcittadino@thekey.com>, Will Reid <wreid@thekey.com>, apuckett@thekey.com, Christin Silveira <csilveira@thekey.com>, Elizabeth Walsh <elizabeth.walsh@thekey.com>, Codi Hall <chall@thekey.com>, =?UTF-8?B?SmFuZXR0ZSDigJxKYWXigJ0gR2FyY2lh?= <jagarcia@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Chuck Terlesky <cterlesky@thekey.com>, Sharon Speirs <sspeirs@thekey.com>, generalmanagers@thekey.com, Jessica Thomas <jessica.thomas@thekey.com>, Emily Swackhamer <emily.swackhamer@thekey.com>, 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 <kevin.murray@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>, Jennifer La
Date: 2024-11-25 13:20:54
Folder: INBOX

--00000000000054daf40627c351a0 Content-Type: multipart/alternative; boundary="00000000000054daf30627c3519f" --00000000000054daf30627c3519f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Everyone, I hope you all had a great weekend. 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 $6K open balance for these client=E2=80=99s missing documentation listed by division. Please= review and address the document attached in the link below, including any clients with a start month in Oct 2024 who account for over $9k of these open balances. The deadline for November commissions is Friday December 6th, 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 report is generated. Please click here to review the updated audit tracker. - East Division currently has the largest open balance at over $16k in total with over $8k open for clients with start dates in Oct 2