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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Jeffrey W. King Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Jeff changed communication type to IP Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Jeff is changing to IP. Will call me when ready to convert Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Called Mr. Jeff to check in on him and make sure he had no complaints. He is good to go Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Downloaded VX520 SN: 803-235-157 Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM User: lindsay Jones -> Notes: All went through on the transaction and Jeff and I spoke about it as he provided the invoice and copy of the credit card receipt right after he ran the $11,130.00. All is great as he helped out tremendously ahead of time. Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM User: lindsay Jones -> Notes: Emailed PRM team with details as well. Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM User: lindsay Jones -> Notes: Emailed RM so I can make sure they are aware and will keep on top of it. Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM User: lindsay Jones -> Notes: tt Jeff about a transaction he is going to run via phone from a gentleman he knows $11,130.00 for a rolex. I told him I would email our RM and also security to give a heads up as this is above what he typically runs. Dee Karawadra Jan 31 2024 01:39 PM
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