Marc Mehlman in

Marc Mehlman

Examiner · DISC type cs
Chief Financial Officer at Ascensus
📍 Dallas-Fort Worth Metroplex, 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
17 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Marc shows up

Unexpressive
Status Quo Seeker
Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Marc cares about

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

Work history

1-2024
Chief Financial Officer
Ascensus
4-2020 - 12-2023
Chief Financial Officer
Avantax Wealth Management®
9-2018 - 4-2020
General Manager, Large and Strategic Corporate Customer Segments
Thomson Reuters
1-2016 - 8-2018
Managing Director ONESOURCE Global Direct Tax & Statutory Reporting
Thomson Reuters
8-2013 - 12-2015
VP Finance, ONESOURCE Tax Business
Thomson Reuters
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2005
MBA
NYU Stern School of Business
1994 - 1998
BA
Binghamton University
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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