JEFFREY DORTCH, CFP®
2215 Yorkgate Drive, Raleigh,NC
Summary
Financial services expert with extensive experience in client engagement and financial planning. Proven track record in onboarding over 100 business accounts and facilitating deposits exceeding $40 milliion. Skilled in delivering tailored financial solutions and enhancing member satisfaction through strategic guidance and proactive issue resolution.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Lead Digital Branch Specialist
Civic Federal Credit Union
Raleigh, NC
11.2016 - 06.2025
- Leader in onboarding over 100 business accounts, facilitating deposits exceeding $40 million.
- Enhanced online banking technology performance through strategic guidance to credit union members.
- Managed high-value business member relationships, ensuring compliance and satisfaction.
- Underwrote consumer loans and serviced commercial loans while focusing on member needs.
- Provided financial counseling to enhance member satisfaction and financial well-being.
- Developed targeted strategies to proactively resolve member dissatisfaction.
- Trained and mentored employees toward achieving organizational goals.
Financial Planning Strategist
Local Government Federal Credit Union
Raleigh, NC
01.2013 - 10.2016
- Developed personal financial plans aligned with the CFP® Board of Standards process.
- Delivered periodic reviews for investment accounts.
- Provided comprehensive budgeting, debt management, investment solutions, and retirement planning.
- Simplified complex financial topics for clear communication with members.
- Strategically marketed credit union financial planning services and investment products.
- Presented personal finance seminars to local government employees throughout North Carolina.
Centralized Financial Security Associate
Northwestern Mutual
Raleigh, NC
07.2011 - 07.2012
- Collaborated with financial representatives to offer clients tailored investment options.
- Trained and educated representatives on financial planning, language, and investment products.
- Researched and coordinated proposals for onboarding retirement account assets.
- Consulted as a subject matter expert on diverse planning and investment issues.
Financial Planner
Mosaic Financial Planning
Nashville, TN
01.2010 - 01.2011
- Crafted personal financial plans addressing accumulation and retirement needs.
- Delivered investment education to clients on retirement, budgeting, savings, and tax issues.
- Performed detailed computations to guide clients in effective financial decision-making.
Education
Bachelor of Science - Business Administration, Majoring in Finance
The University of Tennessee
Knoxville, TNSkills
- Personal financial planning
- Account management
- Client engagement
- Consultative approach
- Business strategy development
- Financial technology implementation
- Verbal and written communication
Websites
Certification
- CFP® - CERTIFIED FINANCIAL PLANNER®
- CIMA® - Certified Investment Management Analyst®
- RMA® - Retirement Management Advisor®
- CBDA - Certificate in Blockchain and Digital Assets
- CCUFC - Certified Credit Union Financial Counselor
Previous Work History
- Financial Planner, Dortch Capital Management, LLC, 01/01/06, 12/31/10
- General Manager, Southeast Home Works, Knoxville, TN, 01/01/04, 12/31/06
- Interim Operating Partner, Area Supervisor & Area Training Facilitator, Brown & Dortch, LLC, DBA Papa John's Pizza, 01/01/96, 12/31/04
- Assistant Controller, Mrs. Grissom's Salads, 01/01/93, 12/31/96
- Sales Representative, Agency Rent a Car, 01/01/90, 12/31/93
- Customer Service Representative, Citicorp Insurance Services, 01/01/89, 12/31/90
Securities Licensing
- Series 65
References
References available upon request.
Timeline
Lead Digital Branch Specialist
Civic Federal Credit Union
11.2016 - 06.2025
Financial Planning Strategist
Local Government Federal Credit Union
01.2013 - 10.2016
Centralized Financial Security Associate
Northwestern Mutual
07.2011 - 07.2012
Financial Planner
Mosaic Financial Planning
01.2010 - 01.2011
Bachelor of Science - Business Administration, Majoring in Finance
The University of Tennessee