Marcie Bomberg-Montoya, OCI, OEI

Principal

Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development. Marcie is highly sought after for her wide range of experience with advising traditional regulated financial institutions, bank holding companies, community development organizations and financial technology (fintech) companies. She believes that client satisfaction is best achieved through a holistic approach to client needs, ensuring successful goal fulfillment now and throughout her clients’ future planning.

Certifications

• Organizational Culture Inventory®
• Organizational Effectiveness Inventory®
• Leadership/Impact®
• Management/Impact®

Professional Memberships and Activities

• Marquette University Blockchain Lab – Advisory board chair
• Blue and Gold Ventures – Operational committee board member
• University of Wisconsin-Madison, Graduate School of Banking – Faculty member
• Marquette University Commercial Banking Program – Advisory board member
• Women in Technology – Member
• Tempo – Member
• Chamber of Digital Commerce – Member
• Sought after strategy and innovation speaker and panel participant