Mary
Doyle, CPA*
Client services Specialist
After spending several years in the field of public accounting, Mary moved to the private sector working in the field of promotional marketing. Her roles in that field included Senior Project Manager, Director of Client Services and Senior Director of Finance. After many years in marketing, she transitioned to a career in insurance where she was AVP, Senior Financial Analysis Manager for QBE First. She joined Pinnacle Consulting Group in 2021 as a Client Services Specialist. Her primary focus is assisting clients in the process of opening new investment accounts, as well as providing all around customer service. Although currently not active in the field, she maintains her Certified Public Accountant license.
Phone
949.474.6821