Tyler Sheppard
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Tyler Sheppard Email & Phone Number

Assistant Vice President, Transfer Agent Processing at Ultimus Fund Solutions
Location: Denver Metropolitan Area, United States, United States 9 work roles 1 school
1 work email found @schwab.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@schwab.com
LinkedIn Profile matched
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Current company
Ultimus Fund Solutions
Role
Assistant Vice President, Transfer Agent Processing
Location
Denver Metropolitan Area, United States, United States
Company size
201 employees

Who is Tyler Sheppard? Overview

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Quick answer

Tyler Sheppard is listed as Assistant Vice President, Transfer Agent Processing at Ultimus Fund Solutions, a company with 201 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Tyler Sheppard.

Tyler Sheppard previously worked as Manager, Transfer Agent Processing at Ultimus Fund Solutions and Supervisor Professional Care Services at Cochlear. Tyler Sheppard holds Bachelor Of Arts (B.A.), History from Colorado State University.

Company email context

Email format at Ultimus Fund Solutions

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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Tyler Sheppard. Compare company email patterns before reaching out.

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Profile bio

About Tyler Sheppard

Proven people leader who is passionate about building relationships, who asks powerful questions to get the most out of both people and processes. I believe in utilizing both analytics and leveraging both my passions and strengths to help myself and others tackle and improve processes. I thrive in working in an ever changing work environment.

Listed skills include Customer Service, Microsoft Office, Leadership, Business Analysis, and 7 others.

Current workplace

Tyler Sheppard's current company

Company context helps verify the profile and gives searchers a useful next step.

Ultimus Fund Solutions
Ultimus Fund Solutions
Assistant Vice President, Transfer Agent Processing
Website
ultimusfundsolutions.com
Employees
201
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Company profile
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9 roles

Tyler Sheppard work experience

A career timeline built from the work history available for this profile.

Supervisor Professional Care Services

Cochlear
Feb 2021 - Nov 2021

Supervisor Operations

Oppenheimerfunds

Built and lead high performing teams who consistently exceeded metricsCoached associates to help them understand their strengths to determine next steps in career pathAlong with my peers, shaped the vision and provide leadership for not only Retirement Plans, but all of Client RelationsWorked with business units across the TA to ensure completion of action.

Dec 2015 - Jan 2020

Assistant Supervisor Retirement Plans

Oppenheimerfunds

Supported the growth of associates through 1x1’s and coaching sessions, piloting the “Call Coaching Model”, which eventually rolled out across Client RelationsLead the technology aspect of the ForeSee Action Team, while influencing upward by educating how to improve customer experience using ForeSee toolsHelped bring awareness and develop training gaps for.

Apr 2014 - Dec 2015

Specialized Service Associate Retirement Plans

Oppenheimerfunds
Jan 2013 - Apr 2014

Paralegal

Public Utilities Commission Of Colorado
Mar 2012 - Jun 2012
Team & coworkers

Colleagues at Ultimus Fund Solutions

Other employees you can reach at ultimusfundsolutions.com. View company contacts for 201 employees →

WG Wes Gade Wes Gade Colleague at Ultimus Fund Solutions Waverly, Iowa, United States, United States View → JM Jennifer Myers Jennifer Myers Colleague at Ultimus Fund Solutions Columbus, Ohio, United States, United States View → OB Owen Baker Owen Baker Colleague at Ultimus Fund Solutions United States, United States View → EH Emily Huber Emily Huber Colleague at Ultimus Fund Solutions Columbus, Ohio, United States, United States View → MS Matt Sosalla Matt Sosalla Colleague at Ultimus Fund Solutions Omaha, Nebraska, United States, United States View → BH Brennan Hines Brennan Hines Colleague at Ultimus Fund Solutions Cincinnati Metropolitan Area, United States View → ES Elisabeth Sammer-Kohls, Ph.D Elisabeth Sammer-Kohls, Ph.D Colleague at Ultimus Fund Solutions Greater Milwaukee, United States View → LB Linda Belardo Linda Belardo Colleague at Ultimus Fund Solutions New York City Metropolitan Area, United States View → DM Debra M. Debra M. Colleague at Ultimus Fund Solutions Middletown, Ohio, United States, United States View → MC Mike Caudill Mike Caudill Colleague at Ultimus Fund Solutions Cincinnati Metropolitan Area, United States View →
1 education record

Tyler Sheppard education

FAQ

Frequently asked questions about Tyler Sheppard

Quick answers generated from the profile data available on this page.

What company does Tyler Sheppard work for?

Tyler Sheppard works for Ultimus Fund Solutions.

What is Tyler Sheppard's role at Ultimus Fund Solutions?

Tyler Sheppard is listed as Assistant Vice President, Transfer Agent Processing at Ultimus Fund Solutions.

What is Tyler Sheppard's email address?

AeroLeads has found 1 work email signal at @schwab.com for Tyler Sheppard at Ultimus Fund Solutions.

Where is Tyler Sheppard based?

Tyler Sheppard is based in Denver Metropolitan Area, United States, United States while working with Ultimus Fund Solutions.

What companies has Tyler Sheppard worked for?

Tyler Sheppard has worked for Ultimus Fund Solutions, Cochlear, Charles Schwab, Oppenheimerfunds, and Public Utilities Commission Of Colorado.

Who are Tyler Sheppard's colleagues at Ultimus Fund Solutions?

Tyler Sheppard's colleagues at Ultimus Fund Solutions include Wes Gade, Jennifer Myers, Owen Baker, Emily Huber, and Matt Sosalla.

How can I contact Tyler Sheppard?

You can use AeroLeads to view verified contact signals for Tyler Sheppard at Ultimus Fund Solutions, including work email, phone, and LinkedIn data when available.

What schools did Tyler Sheppard attend?

Tyler Sheppard holds Bachelor Of Arts (B.A.), History from Colorado State University.

What skills is Tyler Sheppard known for?

Tyler Sheppard is listed with skills including Customer Service, Microsoft Office, Leadership, Business Analysis, Program Management, Risk Management, Analysis, and Process Improvement.

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