Manager Of Transfer Agency
Current
Oct 2012 - Present
AeroLeads people directory · profile
Amy Goss Email & Phone Number
Manager of Transfer Agency
at
Ultimus Fund Solutions
1 work email found
@ultimusfundsolutions.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager of Transfer Agency
Location
Omaha, Nebraska, United States
Company size
Who is Amy Goss? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Amy Goss is listed as Manager of Transfer Agency at Ultimus Fund Solutions, a with 201 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at ultimusfundsolutions.com and a matched LinkedIn profile for Amy Goss.
Amy Goss previously worked as Teacher Assistant at Elkhorn High School and Client Service Specialist II at Charles Schwab. Amy Goss holds Associates, Business Administration from Aib College Of Business.
Company email context
Email format at Ultimus Fund Solutions
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{first_initial}{last}@ultimusfundsolutions.com
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AeroLeads found 1 current-domain work email signal for Amy Goss. Compare company email patterns before reaching out.
Profile bio
About Amy Goss
Amy Goss is a Manager of Transfer Agency at Ultimus Fund Solutions. She possess expertise in customer service, finance, financial analysis, microsoft excel, accounts payable and 12 more skills.
Listed skills include Customer Service, Finance, Financial Analysis, Microsoft Excel, and 13 others.
Current workplace
Amy Goss's current company
Company context helps verify the profile and gives searchers a useful next step.
Ultimus Fund Solutions
3 roles
Amy Goss work experience
A career timeline built from the work history available for this profile.
Teacher Assistant
Elkhorn High School
Sep 2009 - May 2012
Client Service Specialist Ii
· Helped clients open new accounts, set up transfers of accounts, place trades and schedule appointments· Researched and resolved customer account problems and escalated to appropriate departments· Handled all branch marketing duties and updated the Branch Events calendar· Kept up with compliance rules and handled quarter end reporting with self-audits and complaints· Acted as liaison between branch and dedicated operations teams· Handled all branch cashiering duties and document packaging· Maintained branch supplies and inventory· Received Schwab’s Excellence in Service Award in November 2000
Nov 1997 - Jan 2004
Team & coworkers
Colleagues at Ultimus Fund Solutions
Other employees you can reach at ultimusfundsolutions.com. View company contacts for 201 employees →
RF
Robert Fredrickson
Colleague at Ultimus Fund SolutionsBellevue, Nebraska, United States
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RG
Ryan Gremli
Colleague at Ultimus Fund SolutionsBay Shore, New York, United States
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CB
Charli Bastin
Colleague at Ultimus Fund SolutionsHarrison, Ohio, United States
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RC
Ryan Calvert
Colleague at Ultimus Fund SolutionsCincinnati, Ohio, United States
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NM
Noah Mang
Colleague at Ultimus Fund SolutionsHamilton, Ohio, United States
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VD
Victoria D.
Colleague at Ultimus Fund SolutionsPhiladelphia, Pennsylvania, United States
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DM
Diane Marks
Colleague at Ultimus Fund SolutionsArvada, Colorado, United States
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ST
Shannon Thibeaux-Burgess
Colleague at Ultimus Fund SolutionsBoston, Massachusetts, United States
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RW
Riley Wasserburger
Colleague at Ultimus Fund SolutionsOmaha, Nebraska, United States
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MJ
Melissa Johnson
Colleague at Ultimus Fund SolutionsTrinidad, Colorado, United States
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Robert Fredrickson
Colleague at Ultimus Fund SolutionsBellevue, Nebraska, United States
View →
RG
Ryan Gremli
Colleague at Ultimus Fund SolutionsBay Shore, New York, United States
View →
CB
Charli Bastin
Colleague at Ultimus Fund SolutionsHarrison, Ohio, United States
View →
RC
Ryan Calvert
Colleague at Ultimus Fund SolutionsCincinnati, Ohio, United States
View →
NM
Noah Mang
Colleague at Ultimus Fund SolutionsHamilton, Ohio, United States
View →
VD
Victoria D.
Colleague at Ultimus Fund SolutionsPhiladelphia, Pennsylvania, United States
View →
DM
Diane Marks
Colleague at Ultimus Fund SolutionsArvada, Colorado, United States
View →
ST
Shannon Thibeaux-Burgess
Colleague at Ultimus Fund SolutionsBoston, Massachusetts, United States
View →
RW
Riley Wasserburger
Colleague at Ultimus Fund SolutionsOmaha, Nebraska, United States
View →
MJ
Melissa Johnson
Colleague at Ultimus Fund SolutionsTrinidad, Colorado, United States
View →
1 education record
Amy Goss education
-
Aib College Of Business
FAQ
Frequently asked questions about Amy Goss
Quick answers generated from the profile data available on this page.
What company does Amy Goss work for?
Amy Goss works for Ultimus Fund Solutions.
What is Amy Goss's role at Ultimus Fund Solutions?
Amy Goss is listed as Manager of Transfer Agency at Ultimus Fund Solutions.
What is Amy Goss's email address?
AeroLeads has found 1 work email signal at @ultimusfundsolutions.com for Amy Goss at Ultimus Fund Solutions.
Where is Amy Goss based?
Amy Goss is based in Omaha, Nebraska, United States while working with Ultimus Fund Solutions.
What companies has Amy Goss worked for?
Amy Goss has worked for Ultimus Fund Solutions, Elkhorn High School, and Charles Schwab.
Who are Amy Goss's colleagues at Ultimus Fund Solutions?
Amy Goss's colleagues at Ultimus Fund Solutions include Robert Fredrickson, Ryan Gremli, Charli Bastin, Ryan Calvert, and Noah Mang.
How can I contact Amy Goss?
You can use AeroLeads to view verified contact signals for Amy Goss at Ultimus Fund Solutions, including work email, phone, and LinkedIn data when available.
What schools did Amy Goss attend?
Amy Goss holds Associates, Business Administration from Aib College Of Business.
What skills is Amy Goss known for?
Amy Goss is listed with skills including Customer Service, Finance, Financial Analysis, Microsoft Excel, Accounts Payable, Marketing, Accounting, and Account Management.
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