Vanilla

Jan 11, 2024

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Vanilla Appoints Marc Dorfman as Chief Revenue Officer

Vanilla adds more than 20 years of experience in financial services and fintech to C-suite

Vanilla, a leading provider of estate planning software, today announced the appointment of Marc Dorfman as Chief Revenue Officer. Marc brings extensive experience in sales and customer success to Vanilla, with over two decades of driving revenue growth and leading high-performing teams in the financial services and fintech industries. 

Throughout his career Marc has excelled at forging strong client relationships and navigating complex sales cycles, working with the largest asset and wealth managers in the world. In addition to guiding their investment strategies, Marc has been instrumental in helping customers identify opportunities to utilize technology to enable efficiency and leverage competitive advantages.

“We are thrilled to have Marc join Vanilla’s leadership team to drive revenue growth, enhance customer satisfaction and strengthen our market position,” said Gene Farrell, CEO of Vanilla. “His depth of expertise and strategic mindset—as well as his track record of strong customer relationships and emphasis on customer success—aligns perfectly with our focus on building the complete platform for modern estate planning.” 

Prior to joining Vanilla, Marc served as the Global Head of Sales at Qontigo, a global provider of advanced investment analytics and risk management solutions. Leading a worldwide team of sales professionals, he was instrumental in delivering innovative index solutions, investment analytics, and risk management solutions.

Before Qontigo, Marc led teams at FTSE Russell, where he was responsible for index sales, analytics, and data solutions for the Americas. His roles included Managing Director, Head of Americas Index Sales and Head of US & Latin America Index Sales. He also served as Executive Director, Head of Equity Index Sales at MSCI, and held leadership positions at RiskMetrics and Institutional Shareholder Services (ISS), which MSCI acquired in 2006.

Marc  earned a Masters of Business Administration from the Robert H. Smith School of Business at the University of Maryland and holds a degree in Communications from The Pennsylvania State University.

This addition to Vanilla’s leadership team builds on the company’s significant recent momentum. Vanilla achieved numerous milestones in 2023, including the introduction of new AI-powered estate planning innovations, the addition of Nathan Hunt as Head of Finance and Doug Rybacki as Chief Product Officer, and the launch of the first full-integrated estate advisory platform. Vanilla is thrilled to welcome Marc as it accelerates its effort to bring together innovative technology, design, and industry-leading wealth transfer strategies.

About Vanilla

Vanilla is the world’s first Estate Advisory Platform, purpose-built by advisors and estate professionals to help wealth management firms deliver a holistic, modern estate planning experience to their clients. With Vanilla, advisors can deliver differentiated advice, expand their client relationships, win new business, and increase their ongoing value by offering simplified, scalable estate analysis to every client. Learn more about how Vanilla is reinventing the estate planning experience, end-to-end at www.justvanilla.com.