Martin Bel, CFA in

Martin Bel, CFA

Examiner · DISC type cs
Senior Vice President at CBIZ
📍 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.

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Experience
30 Years
Current Role
Senior Vice President
Job Level
Leadership
Location
United States
Personality Overview

How Martin shows up

Tough To Convince
Status Quo Seeker
Unexpressive

They tend to be clear about their needs and limitations and are unlikely to promise too much. They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Martin cares about

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

Work history

7-2018
Senior Vice President
CBIZ
7-2006 - 6-2018
Vice President/ Senior Investment Consultant
CBIZ Retirement Plan Services
1-2005 - 6-2006
Portfolio Manager
Bank of America
1-1999 - 12-2004
IPO Manager
Charles Schwab
1-1997 - 12-1998
Active Trader Consultant
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
Bachelors
University of Michigan
1986 - 1990
Education details unavailable
Fraser High
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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