Marcie Bomberg - Montoya in

Marcie Bomberg - Montoya

Observer · DISC type ci
Partner at Wipfli Advisory LLC
📍 San Diego Metropolitan Area, 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
Partner
Job Level
Middle
Location
San Diego Metropolitan Area, United States
Personality Overview

How Marcie shows up

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.

Priorities

Topics Marcie cares about

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

Work history

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

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2-2022 - 4-2022
Certification
Wharton Executive Education
2003 - 2006
Graduate Degree in Banking
University of Wisconsin-Madison
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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