Jeffrey Dorfman Overview

  • Primary Position
  • Business Develop...

Jeffrey Dorfman General Information

Biography

Mr. Jeffrey Dorfman served as a Business Development Manager at Ascende. Previously, he served as a Sales Director at HelloWallet. Jeff joined Ascende in 2005 as a senior associate on the retirement team and has since progressed into a business development role. In this role, he is responsible for communicating the Ascende value to business leaders and the broader community. Through these interactions, he identifies opportunities to improve employee programs and/or administrative services, as well as to better manage costs and optimize a company's return on investment in human capital. Jeff also serves as a senior adviser for Ascende Wealth Advisers, Inc. (AWAI). AWAI is a registered investment firm and wholly owned subsidiary of Ascende. He has over fifteen years of experience in benefit plan administration and consulting with responsibilities ranging from SEC, IRS, and DoL compliance, employee education, performance analysis, merger and acquisition assistance and plan design consultation. Jeff also brings over fifteen years of Defined Contribution and Defined Benefit plan administration management, consulting, and investment advisory experience. Prior to joining Ascende, Jeff worked in DC, DB, and non-qualified plan administration at Mellon HR Solutions. He also served as sales director for HelloWallet, an internet start-up focused on holistic financial wellness for employees. HelloWallet was acquired by Morningstar in 2014. He is a licensed life/health representative, has passed the 65 securities exam and holds the Certified Financial Planner (CFP ®), Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF®) designations. Jeff received a Bachelor of Science degree in history and political science from Tufts University. He has been interviewed for the Houston Chronicle for his extensive work on fiduciary management responsibilities.

Contact Information

Primary Position
Business Development Manager, Ascende
Education
Tufts University, BS (Bachelor of Science)
Gender
Male

Jeffrey Dorfman FAQs

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    Mr. Jeffrey Dorfman served as a Business Development Manager at Ascende.

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    Jeffrey Dorfman’s primary position is Business Development Manager.

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