Mark Dorfman

Mark Dorfman Email and Phone Number

CEO of a 30+ Year Wealth Management Firm Headquartered in New York @ ODI Financial
Mark Dorfman's Location
New York City Metropolitan Area, United States, United States
Mark Dorfman's Contact Details

Mark Dorfman personal email

n/a
About Mark Dorfman

Three Words Define How We Help our Clients: Organize|Define|Implement. Thus, ODI Financial!As CEO and Founding Partner of ODI Financial, I bring decades of experience and wisdom advising high net worth individuals, business owners and corporate executives on investment and insurance portfolios. My goal is to help my clients grow and protect their wealth. www.odifinancial.com#wealthmanagement #financialplanning

Mark Dorfman's Current Company Details
ODI Financial

Odi Financial

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CEO of a 30+ Year Wealth Management Firm Headquartered in New York
Mark Dorfman Work Experience Details
  • Odi Financial
    Chief Executive Officer
    Odi Financial Jan 2016 - Present
    Lynbrook, Ny, Us
    A comprehensive financial services firm offering investment advisory, wealth management and retirement planning through its three operating companies:→ Oberlander Dorfman, Inc., one of the most successful financial planning firms in New York→ TheBestGA.com, a national insurance brokerage firm→ Nosuris, a New York based Registered Investment Advisory firm
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  • Nosuris
    Ceo
    Nosuris Jan 2013 - Present
    New York based Registered Investment Advisory focused on retirement plan assets.
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  • Oberlander Dorfman Inc.
    Principal
    Oberlander Dorfman Inc. Apr 1988 - Present
    Independent financial advisory firm to high net worth families, business owners and corporate executives.
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  • Thebestga
    Ceo
    Thebestga Apr 1988 - Present
    National insurance brokerage firm servicing licensed and qualified life insurance professionals.
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  • Capital Analysts Incorporated
    Financial Advisor
    Capital Analysts Incorporated Apr 1985 - Jan 1988
    Developing deep knowledge of financial planning for high net worth individuals with an emphasis on tax, investment and insurance products while developing a client base.

Mark Dorfman Education Details

  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Finance And Financial Management Services
  • The American College Of Financial Services
    The American College Of Financial Services
    Finance And Risk Management
  • Suny Brockport
    Suny Brockport

Frequently Asked Questions about Mark Dorfman

What company does Mark Dorfman work for?

Mark Dorfman works for Odi Financial

What is Mark Dorfman's role at the current company?

Mark Dorfman's current role is CEO of a 30+ Year Wealth Management Firm Headquartered in New York.

What is Mark Dorfman's email address?

Mark Dorfman's email address is sa****@****tga.com

What is Mark Dorfman's direct phone number?

Mark Dorfman's direct phone number is +151688*****

What schools did Mark Dorfman attend?

Mark Dorfman attended Questrom School Of Business, Boston University, The American College Of Financial Services, Suny Brockport.

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