Brian Motz, MBA, AIF, CRPC in

Brian Motz, MBA, AIF, CRPC

Inquirer · DISC type cd
Vice President, Retirement Director at Fidelity Investments
📍 Hartland, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
23 Years
Current Role
Vice President, Retirement Director
Job Level
Senior
Location
Hartland, Wisconsin, United States
Personality Overview

How Brian shows up

Judgemental
Hard To Convince
Upfront

They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Priorities

Topics Brian cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2022
Vice President, Retirement Director
Fidelity Investments
10-2016 - 10-2022
Vice President - Regional Account Executive, Fidelity Workplace Solutions
Fidelity Investments
10-2015 - 10-2016
Financial Consultant
Fidelity Investments
4-2018
Board Member, Board of Advisors at The Williams College of Business - Finance Department
Xavier University
2-2014
Board Member, Board of Advisors at The Williams College of Business - Marketing Department
Xavier University
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
MBA
Xavier University
B.A.
Thomas More University
1997
ALTIORA !!!!
Elder High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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