Bill Gordon in

Bill Gordon

Pioneer · DISC type SID
Senior Wealth Advisor at Cypress Wealth Services
📍 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
34 Years
Current Role
Senior Wealth Advisor
Job Level
Senior
Location
United States
Personality Overview

How Bill shows up

Driven But Considerate
Dynamic But Sincere
Friendly But Fast

If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Priorities

Topics Bill cares about

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

Work history

4-2025
Senior Wealth Advisor
Cypress Wealth Services
4-2025
Business Development (consultant)
Business Advantage
5-2015 - 4-2025
VP Business Development – Americas/Asia Pacific
Business Advantage
10-2018 - 4-2025
Wealth Advisor
Perigon Wealth Management, LLC
2-2011 - 5-2015
VP Business Development
Kinematik
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Arts - BA
University of California, Berkeley
Education details unavailable
San Rafael High School
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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