Marcie Bomberg - Montoya

Observer
DISC Type : ci

Partner at Wipfli Advisory LLC

San Diego Metropolitan Area, United States

Overview

Marcie has no verified overview

Personality Overview

Value Driven

Curious

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They often ask many questions and rely heavily on information and documentation. They are generally good communicators and can be hard to convince.

Topics They Care About

Marcie has no verified topics they care about

Media Appearances

Marcie has no verified media appearances

Work History

9-2025
Partner at Wipfli Advisory LLC
6-2020 - 9-2025
Partner at Wipfli LLP
5-2019 - 1-2024
Advisory Board Member at Marquette University Commercial Banking Program
5-2018
Senior Manager at Wipfli LLP
3-2018 - 7-2021
Former Chair at Marquette University Blockchain Lab

Education

2-2022 - 4-2022
Certification from Wharton Executive Education
2003 - 2006
Graduate Degree in Banking from University of Wisconsin-Madison

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Diego Metropolitan Area, United States Job Level : Middle Designation : Partner at Wipfli Advisory LLC
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Insights For Selling To Marcie

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcie is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Marcie

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Marcie move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Marcie take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Marcie

Personality Compatibility


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