Jeff Dortch
Member Services Representative at Civic Federal Credit Union
Based in Raleigh, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Raleigh
Industry
Financial Services
Company size
312
Contact information
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j•••••••@civicfcu.org
Phone
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Background
About Jeff Dortch
Involved in relationship management, business onboarding, and merger projects. Background includes personal financial planning services for every day people through high net worth individuals and families. CERTIFIED FINANCIAL PLANNER(TM) CERTIFIED INVESTMENT MANAGEMENT ANALYST(R) RETIREMENT MANAGEMENT ADVISOR(R) Certified Portfolio Manager
Decision-makers
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