Julie Bird CFBS, CEPA, CExP in

Julie Bird CFBS, CEPA, CExP

Examiner · DISC type cs
Co-Founder at Cornerstone Wealth Strategies
📍 Southlake, Texas, 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
39 Years
Current Role
Co-Founder
Job Level
Leadership
Location
Southlake, Texas, United States
Personality Overview

How Julie shows up

Late Adopter
Unexpressive
Tough To Convince

They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Julie cares about

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

Work history

4-1993
Co-Founder
Cornerstone Wealth Strategies
4-1993 - 2-2022
Owner-CEO
Cornerstone Wealth Strategies
4-1993 - 3-2001
Financial Advisor
New York Life Insurance Company
8-1990 - 8-1992
Outside Sales Representative
Viking Labs
5-1985 - 8-1990
Sales Manager
MARINE & INDUSTRIAL SUPPLIES
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1981 - 1985
BBA
Stephen F. Austin State University
1979 - 1981
General
LD Bell High School
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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