Phoenix American Financial Services Announces Zane Doyle as New Vice President, Chief Strategy Officer For Business Development

June 16, 2017

Phoenix American Financial Services Announces Zane Doyle as New Vice President, Chief Strategy Officer For Business Development

June 12, 2017 | Phoenix American Financial Services

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SAN RAFAEL, CA –Phoenix American Financial Services (PAFS) announced today that the company has hired Zane Doyle as Vice President, Chief Strategy Officer for Business Development. Mr. Doyle will be responsible for analyzing and developing the strategies and infrastructures to support the superior level of client support Phoenix American provides as well as coordinating the company’s sales and marketing effort.

Mr. Doyle previously served PAFS from 2005 to 2008 as Director of Investor Services before pursuing the opportunity to serve at Cole Capital as Vice President of Client Services from 2008 to 2016. Most recently, he was the Executive Vice President, Head of Operations for Everest Medical Core Properties before rejoining the Phoenix American team.

Mr. Doyle brings to the company over fourteen years of invaluable experience in alternative investment fund operations and a unique perspective on the industry. He has serviced investors, reps and strategic partners at the highest levels on both the service provider and sponsor side of the business. As VP of Client Services at Cole Capital, he gained valuable experience throughout his tenure including being part of the team that took their non-traded REIT to its initial public offering on the New York Stock Exchange.

His broad knowledge of leading transfer agent system solutions offered by the major service providers in the alternative investment field makes him a valuable contribution to the Phoenix American management team. His familiarity with the company’s STAR-XMS transfer agent system, along with the company’s broad service offerings and commitment to customer service, contributed significantly to his decision to return to the company. ͞

I’m really excited about rejoining the team at Phoenix American and working with them to provide a world class service organization during this time of growth and change in the industry,͟ says Mr. Doyle. ͞Phoenix American is well positioned with a brand new state of the art system to be a strategic partner for sponsors for the next 20-30 years.͟

Phoenix American Financial Services provides back office outsourcing, fund accounting and transfer agent services as well as sales and marketing reporting services to fund companies in the alternative investment industry. The PAFS aircraft group provides administration and accounting services for securitized funds specializing in the commercial aircraft leasing industry. The company is a subsidiary of Phoenix American Incorporated along with Phoenix American SalesFocus Solutions, providers of the cloud-based MARS CRM, Sales and Marketing Reporting as well as Compliance Management solutions for banks, insurance companies, asset management firms and other financial service organizations. Phoenix American Incorporated was founded in 1972 and is headquartered in San Rafael, CA.

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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015

Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.