David Gordon, CFA in

David Gordon, CFA

Evaluator · DISC type Csd
Vice President, Wealth Solutions at Goldman Sachs
📍 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
35 Years
Current Role
Vice President, Wealth Solutions
Job Level
Senior
Location
United States
Personality Overview

How David shows up

Quality Focused
Hard To Convince
Thorough Evaluator

They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics David cares about

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

Work history

7-2024
Vice President, Wealth Solutions
Goldman Sachs
3-2024 - 7-2024
Layoff/position eliminated
Career Break
2-2022 - 2-2024
SVP, Direct Indexing
Vestmark
12-2016 - 2-2022
Director, Eaton Vance Advisor Institute
Eaton Vance
3-2007 - 12-2016
Vice President, Wealth Strategies Group
Eaton Vance
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Doctoral coursework
EDHEC Business School
MBA
The University of Texas at Austin
BS
United States Military Academy at West Point
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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