Marc Dorfman | The Family Office Stack

Marc Dorfman · New York City Metropolitan Area.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Marc Dorfman is listed as Chief Revenue Officer at Vanilla.

Experience

Chief Revenue Officer (CRO)Current
Vanilla · New York, NY
Dec 2023 – Present
At Vanilla, we build tools that help financial planners and estate attorneys collaborate on the most intimate planning with their clients—and empower everyone to make the most of their life’s work.Bringing together innovative technology, design, and industry-leading wealth transfer strategies, Vanilla simplifies and standardizes the estate planning process, enabling advisors to proactively partner with their clients to evaluate, optimize, and evolve their estate plan as clients’ needs change over time.
Senior Managing Director, Global Head of Sales
Qontigo · New York, New York, United States
Jul 2020 – Jan 2024