Operations
The Operations Team is here to help your back office run smoothly. Here are just a few of the many areas in which we work with you:
New Account Processing
Broker/Dealer Changes
Account Maintenance
Custodian System Access
Money Requests
Client Requests
Tools for Operations
Access key resources for the Operations team
Operations Team
Find and contact team members
Ashley Webb
Director of Broker-Dealer Operations and Onboarding
awebb@kingswoodus.com
(470) 607-0924
Specialties
Supervision of day to day operations and onboarding, RBC access, Raymond James BD access, secure email access, Kingswood Resource Center access, CRD questions, registration submissions, ALTIGO questions and access, AI Insights questions and access, Kingswood conferences contact, AssetMark approvals.
Brittany Jones
Operations Specialist
bjones@kingswoodus.com
(470) 607-0925
Specialties
Day to day operational processing and new account opening for RBC and Raymond James BD.
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Jennifer Beudeker
Operations Specialist
jbeudeker@kingswoodus.com
(646) 586-9498
Specialties
Day to day operational processing and new account opening at RBC, Docusign access and templates, RBC check deposits.
Candea Tapasanun
Operations Specialist
ctapasanun@kingswoodus.com
(347) 218 5209
Specialties
Day to day operational processing and new account opening at RBC and RBC check deposits.
Nicki English
Director of RIA Operations
nenglish@kingswoodus.com
(858) 649-1335
Specialties
Supervision of day to day RIA operations, fee billing, Schwab Access, iRebal, RBC Black, Raymond James RIA access, Albridge/Wove and other platform services access, AssetMark Approvals, SEI approvals, Black Diamond access and questions
Joanna Jackson
RIA Operations Specialist
jjackson@kingswoodus.com
(332) 251-4405
Specialties
RIA Operations, Schwab access, AssetMark reviews, fee billing assistance.
Transition and Sales Admin Team
Find and contact team members
Nicole Bennett
Manager, Transitions/Sales Admin
nbennett@kingswoodus.com
(347) 477-2701
Specialties
Oversee the transition of new advisor’s business to Kingswood and the sales admin team, Oasis set up for commissions and fee billing payments, payroll.
Meghan Autry Holst
Sales Admin Specialist
mautry@kingswoodus.com
(470) 607-0927
Specialties
Day to day sales admin processing, ALTIGO assistance.
Barbara Woodward
Transition Specialist
bwoodward@kingswoodus.com
(208) 631-1251
Specialties
Transition advisor’s books to Kingswood, day to day sales admin processing.
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.
Orbis Systems
Strategic testing partner and test system in 5G, RF and OTA testing technologies
Get Help
How to Access
Artisan Software/Repetoire
View commission statements and run reports for clients/trades/expenses.
Get Help
Carlos Yearwood. cyearwood@kingswoodus.com | 678-612-9483
How to Access
Kingswood establishes access after you are onboarded
WealthForge | Altigo
Alternative Investments Processing
Get Help
Altigo at clientsuccess@altigo.io OR Douglas Blake at dblake@kingswoodus.com
How to Access
Kingswood will establish access if needed once you are onboarded
DocuSign
Captures information & electronic signatures
Get Help
Jenn Beudeker, Operations Specialist 917-530-3470 | jbeudeker@kingswoodus.com
How to Access
Jenn will establish your account once you are onboarded.
RBC (RIA)
RIA
Get Help
Training/Field Services: (800) 949-0242, IT: (800) 820-3276
How to Access
Kingswood provides access after you are onboarded
Charles Schwab Advisor Services
RIA
Get Help
Charles Schwab Advisor Services at 800-647-5465
How to Access
Kingswood establishes access after you are onboarded
RBC (Broker/Dealer)
Clearing Firm
Get Help
Training/Field Services: (800) 949-0242, IT: (800) 820-3276
How to Access
Kingswood establishes access for reps after you are onboarded