Director Of Financial Operations, Trust And Estate Administration, And Strategic Advisory Services
Union Park Consulting, Llc
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Jacob Doyle Email & Phone Number
Director of Financial Operations, Trust and Estate Administration, and Strategic Advisory Services
at
Union Park Consulting, LLC
1 work email found
@fwg.com
2 phones found area 740 and 805
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Union Park Consulting, LLC
Role
Director of Financial Operations, Trust and Estate Administration, and Strategic Advisory Services
Location
Greater Pittsburgh Region, United States, United States
Who is Jacob Doyle? Overview
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Quick answer
Jacob Doyle is listed as Director of Financial Operations, Trust and Estate Administration, and Strategic Advisory Services at Union Park Consulting, LLC, based in Greater Pittsburgh Region, United States, United States. AeroLeads shows a work email signal at fwg.com, phone signal with area code 740, 805, and a matched LinkedIn profile for Jacob Doyle.
Jacob Doyle previously worked as Management Consultant | Client Advisory Services | Certified Quickbooks ProAdvisor at Doyle & Co. and Financial, Project, Operations Management, & Business Development at Union Park Consulting, Llc. Jacob Doyle holds Bachelor Of Arts - Ba from Muskingum University.
Company email context
Email format at Union Park Consulting, LLC
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{first_initial}{last}@fwg.com
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AeroLeads found 1 current-domain work email signal for Jacob Doyle. Compare company email patterns before reaching out.
Profile bio
About Jacob Doyle
Many businesses don’t realize how much time and money slip through the cracks when handling their financial tasks themselves. We are a client advisory services solution that helps business owners optimize their financial processes, so your business runs smoothly and efficiently. We offer bookkeeping, invoicing, accounts payable and more so you can focus on your clients and building revenue and profitability.Support:Accounts Payable Accounts Receivable Account ReconciliationInvoicingBudgeting And ForecastingFinancial RecordsBookkeeping Clean UpGeneral LedgerTax FormsPayroll ServicesProducts & Services List ManagementManagement ReportsTransaction WorkflowsExpense Management
Listed skills include Financial Recruiting, Business Development, Talent Selection, Finance, and 44 others.
Current workplace
Jacob Doyle's current company
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Union Park Consulting, Llc
6 roles · 14 years
Jacob Doyle work experience
A career timeline built from the work history available for this profile.
Management Consultant | Client Advisory Services | Certified Quickbooks Proadvisor
Current
Doyle & Co.
Results-driven leader with extensive expertise in trust administration, financial reporting, business development, and operations management, with a strong commitment to regulatory compliance and exceptional client service. Skilled in managing complex asset portfolios including trusts, estates, and corporate holdings with a focus on accuracy.
Sep 2024 - Present
Financial, Project, Operations Management, & Business Development
Current
Union Park Consulting, Llc
- Oversaw multi-million-dollar trust, estate, and corporate holdings, including real estate, securities, and mineral rights managing all aspects of asset administration, financial control, and regulatory compliance.
- Provided comprehensive account deliverables, including financial reports, budgeting, forecasting, P&L statements, and tax preparations, to ensure long-term financial sustainability.
- Facilitated complex trust transactions and maintained detailed oversight of asset management, including securities, real estate, and mineral rights.
- Developed strong client relationships by providing regular updates, resolving client inquiries, and proactively addressing potential issues.
- Executed process improvements that enhanced the accuracy and timeliness of financial reporting, contributing to a higher level of client trust and satisfaction.
- Led strategic planning and developed strong partnerships with attorneys, accountants, real estate professionals, contractors, consultants, and vendors, ensuring successful management of property and mineral projects.
2012 - Present
~14 yrs 4 mos
Vice President | Registered Principal
2017 - 2019
~2 yrs
Registered Principal | Business Development
2015 - 2017
~2 yrs
Registered Representative | Business Development
2012 - 2015
~3 yrs
1 education record
Jacob Doyle education
-
Muskingum University
FAQ
Frequently asked questions about Jacob Doyle
Quick answers generated from the profile data available on this page.
What company does Jacob Doyle work for?
Jacob Doyle works for Union Park Consulting, LLC.
What is Jacob Doyle's role at Union Park Consulting, LLC?
Jacob Doyle is listed as Director of Financial Operations, Trust and Estate Administration, and Strategic Advisory Services at Union Park Consulting, LLC.
What is Jacob Doyle's email address?
AeroLeads has found 1 work email signal at @fwg.com for Jacob Doyle at Union Park Consulting, LLC.
What is Jacob Doyle's phone number?
AeroLeads has found 2 phone signal(s) with area code 740, 805 for Jacob Doyle at Union Park Consulting, LLC.
Where is Jacob Doyle based?
Jacob Doyle is based in Greater Pittsburgh Region, United States, United States while working with Union Park Consulting, LLC.
What companies has Jacob Doyle worked for?
Jacob Doyle has worked for Union Park Consulting, Llc, Doyle & Co., and Financial West Group.
How can I contact Jacob Doyle?
You can use AeroLeads to view verified contact signals for Jacob Doyle at Union Park Consulting, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jacob Doyle attend?
Jacob Doyle holds Bachelor Of Arts - Ba from Muskingum University.
What skills is Jacob Doyle known for?
Jacob Doyle is listed with skills including Financial Recruiting, Business Development, Talent Selection, Finance, Securities, Leadership, Investments, and Series 7.
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