Jeffrey Harpel
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Jeffrey Harpel Email & Phone Number

Director - Oyster Consulting LLC; Senior Finance / Accounting Professional to the Financial Services / Securities Brokerage Industry at Oyster Consulting LLC
Location: Carlisle, Pennsylvania, United States 7 work roles 1 school
2 work emails found @oysterllc.com 2 phones found area 804 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email j****@oysterllc.com
Direct phone (804) ***-****
LinkedIn Profile matched
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Current company
Role
Director - Oyster Consulting LLC; Senior Finance / Accounting Professional to the Financial Services / Securities Brokerage Industry
Location
Carlisle, Pennsylvania, United States
Company size

Who is Jeffrey Harpel? Overview

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Quick answer

Jeffrey Harpel is listed as Director - Oyster Consulting LLC; Senior Finance / Accounting Professional to the Financial Services / Securities Brokerage Industry at Oyster Consulting LLC, a company with 56 employees, based in Carlisle, Pennsylvania, United States. AeroLeads shows a work email signal at oysterllc.com, phone signal with area code 804, and a matched LinkedIn profile for Jeffrey Harpel.

Jeffrey Harpel previously worked as Director at Oyster Consulting Llc and Consultant at Wells Fargo Advisors. Jeffrey Harpel holds Bs, Accounting from Penn State University.

Company email context

Email format at Oyster Consulting LLC

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{first}.{last}@oysterllc.com
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Profile bio

About Jeffrey Harpel

- Senior Finance professional with over 20 years experience in all aspects of Accounting and Finance primarily in the securities brokerage industry. - Possess comprehensive understanding of securities operations and regulations including net capital and customer reserve computations. - Experienced in dealing with regulatory bodies, examiners, and auditors. - Thorough command of internal controls and audit, financial systems, and merger due diligence process. - Proven ability to execute efficiently and effectively in various and changing business environments. - CPA and FINRA licensed Financial and Operations Principal (Series 27). - Outsourced Financial and Operations Principal to registered broker-dealersSpecialties: Securities Brokerage Accounting and Finance

Listed skills include Mergers And Acquisitions, Financial Services, Financial Reporting, Due Diligence, and 28 others.

Current workplace

Jeffrey Harpel's current company

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Oyster Consulting LLC
Oyster Consulting Llc
Director - Oyster Consulting LLC; Senior Finance / Accounting Professional to the Financial Services / Securities Brokerage Industry
glen allen, virginia, united states
Website
Employees
56
AeroLeads page
7 roles · 37 years

Jeffrey Harpel work experience

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

Director

Current

Oyster Consulting gives financial services industry clients innovative tools to understand, automate, optimize and analyze crucial functions. We have the expertise, experience and licensed professionals you need, all under one roof. Our seasoned industry leaders provide consulting, outsourcing and software to help you plan, manage risk, achieve compliance.

Jun 2009 - Present

Consultant

Consultant to Regulatory Reporting department working on a broad range of projects including automation, advising on the merger, advising on regulatory matters, and training.

Jan 2009 - May 2009

Director Of Regulatory Accounting And Financial Compliance

Responsible for compliance with SEC and FINRA financial responsibility and reserve rules, develop regulatory reporting systems, act as liaison with regulatory bodies, analyze regulatory impact of business decisions.

2004 - 2009 ~5 yrs

Manager Of Finance

Manage various Finance/Accounting functions including management and external reporting, general accounting, compensation, reconciliations and controls.

1998 - 2004 ~6 yrs

Controller

Wheat First Securities

Managed Accounting department including payroll, accounts payable, general accounting, reconcilaitions, and financial reporting functions.

1995 - 1998 ~3 yrs

Director Of Internal Audit

Wheat First Securities

Planning and execution of risk based internal audit strategy, liaison with broker/dealer regulatory bodies' examiners.

1992 - 1994 ~2 yrs

Manager - Regulatory Accounting And Financial Systems

Wheat First Securities

Responsible for compliance with SEC net capital and customer reserve computation rules and filing monthly FOCUS reports, liaison between Accounting/Finance and Information Technology departments.

1989 - 1992 ~3 yrs
Team & coworkers

Colleagues at Oyster Consulting LLC

Other employees you can reach at oysterllc.com. View company contacts for 56 employees →

1 education record

Jeffrey Harpel education

FAQ

Frequently asked questions about Jeffrey Harpel

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What company does Jeffrey Harpel work for?

Jeffrey Harpel works for Oyster Consulting LLC.

What is Jeffrey Harpel's role at Oyster Consulting LLC?

Jeffrey Harpel is listed as Director - Oyster Consulting LLC; Senior Finance / Accounting Professional to the Financial Services / Securities Brokerage Industry at Oyster Consulting LLC.

What is Jeffrey Harpel's email address?

AeroLeads has found 2 work email signals at @oysterllc.com for Jeffrey Harpel at Oyster Consulting LLC.

What is Jeffrey Harpel's phone number?

AeroLeads has found 2 phone signal(s) with area code 804 for Jeffrey Harpel at Oyster Consulting LLC.

Where is Jeffrey Harpel based?

Jeffrey Harpel is based in Carlisle, Pennsylvania, United States while working with Oyster Consulting LLC.

What companies has Jeffrey Harpel worked for?

Jeffrey Harpel has worked for Oyster Consulting Llc, Wells Fargo Advisors, Wachovia Securities, Llc, and Wheat First Securities.

Who are Jeffrey Harpel's colleagues at Oyster Consulting LLC?

Jeffrey Harpel's colleagues at Oyster Consulting LLC include Monica Atwell, Nolan Hughes, Bill Reilly, Marycatherine Wilck-Pond, and Molly Bryson.

How can I contact Jeffrey Harpel?

You can use AeroLeads to view verified contact signals for Jeffrey Harpel at Oyster Consulting LLC, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Harpel attend?

Jeffrey Harpel holds Bs, Accounting from Penn State University.

What skills is Jeffrey Harpel known for?

Jeffrey Harpel is listed with skills including Mergers And Acquisitions, Financial Services, Financial Reporting, Due Diligence, Finance, Securities, Internal Controls, and Analysis.

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