Mark Dorfman Email & Phone Number
Chief Executive Officer @ ODI Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Mark Dorfman Location
- New York, NY, US
Mark Dorfman Work
- Chief Executive Officer @ (January 2016 - Present)
- CEO @ (January 2013 - Present)
- Principal @ (April 1988 - Present)
- CEO @ (April 1988 - Present)
- Financial Advisor @ Capital Analysts Incorporated (April 1985 - January 1988)
Mark Dorfman Education
- The American College of Financial Services
ChFC, CLU (Finance and Risk Management)
1986-1988 - Questrom School of Business, Boston University
Bachelor's degree (Finance and Financial Management Services)
1982-1985 - SUNY Brockport 1980-1982
Mark Dorfman Skills
- Retirement Planning
- Retirement
- Estate Planning
- Wealth Management
- Fixed Annuities
- Financial Planners
- Disability Insurance
- Life Insurance
- Wealth
- Insurance
- Investment Advisory
- Strategic Financial Planning
- Long-term Care
- 401k
- IRAs
- Financial Planning
- Investments
- Long Term Care
Mark Dorfman Summary
- Mark Dorfman, based in New York, NY, US, is currently a Chief Executive Officer at ODI Financial. Mark Dorfman brings experience from previous roles at Nosuris, Oberlander Dorfman Inc., TheBestGA and Capital Analysts Incorporated. Mark Dorfman holds a 1986 - 1988 ChFC, CLU in Finance and Risk Management @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Retirement, Estate Planning, Wealth Management, Fixed Annuities and more. Mark Dorfman has 5 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Mark Dorfman?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co