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
Oversea commissions operations, repertoire questions & logins, commission inquiries
Jeffrey McCullough
Director of Administration & Relationship Manager
jmccullough@kingswoodus.com
(470) 607-0923
Specialties
General inquiries, commission/pay advance requests & approvals, DBA email questions, commission inquiries
Tinahia Sadler
Commissions & Accounting Specialist
tsadler@kingswoodus.com
(470) 657-0761
Specialties
Daily commissions data entry, general commissions and accounting inquiries, billing, day to day bookkeeping
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
Nicki English (nenglish@kingswoodus.com)
How to Access
Contact Nicki English (nenglish@kingswoodus.com)
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
Artisan Software/Repetoire
View commission statements and run reports for clients/trades/expenses.
Get Help
Carlos Yearwood (cyearwood@kingswoodus.com) OR commissions@kingswoodus.com
How to Access
Kingswood establishes access after you are onboarded
Maestro
Workflow
Get Help
Carlos Yearwood (cyearwood@kingswoodus.com) OR commissions@kingswoodus.com
How to Access
Kingswood will sign you up after you are onboarded