Administration & Commissions
The Administration & Commissions Team is here to answer questions and help with back-office tasks. Our Administrative professionals facilitate advances and other out-of-cycle payments and help you resolve IT issues. Our Commissions professionals help facilitate advisor commissions and answer payout questions or concerns.
Administration and approval of advances, bonuses or out-of cycle commission payments.
Communication,Cybersecurity, and IT issues Commissions
Email and related issues
Payout
General information and direction
Tools for Operations
Access key resources for the Operations team
Please contact Jeff McCullough, Director of Administration & Advisor Services, with any questions.
Team Directory
Find and contact team members
Carlos Yearwood Jr.
Director of Commissions
cyearwood@kingswoodus.com
(470) 607-0926
Specialties
Oversees the Commissions team
Jeffrey McCullough
Director of Administration
jmccullough@kingswoodus.com
(470) 607-0923
Specialties
Questions regarding commissions or fees
Tinahia Sadler
Commissions Specialist
tsadler@kingswoodus.com
(470) 657-0761
Specialties
Daily commisions pricing
Third Party Partnerships
We work with several third-party vendors to help your back office run smoothly. If you have any questions about these partnerships and how they can help your firm, please contact the Operations team.
Albridge Data & Reporting Solutions
Data aggregation used for consolidated portfolio and performance reporting.
Get Help
Brittany Jones bjones@kingswoodus.com OR Nicki English nenglish@kingswoodus.com
How to Access
Contact Brittany Jones or Nicki English
CircleBlack
Data Aggregation used for portfolio management and performance reporting.
Get Help
Brittany Jones bjones@kingswoodus.com OR Nicki English nenglish@kingswoodus.com
How to Access
Contact Brittany Jones or Nicki English
Orion Advisor Technology
Data Aggregation used for client reporting, models, and trading, etc.
Get Help
Nicki English nenglish@kingswoodus.com | 858-649-1335
How to Access
Contact Nicki English to schedule a demo with Orion.
Amplify
All-in-one platform for managing portfolios, trading, and client onboarding
Get Help
Nicki English nenglish@kingswoodus.com | 858-649-1335
How to Access
Contact Nicki English to schedule a demo with Amplify.
BillFin (Redi2 Technologies)
Data Aggregation used for Billing advisory clients
Get Help
Nicki English nenglish@kingswoodus.com | 858-649-1335
How to Access
TBD