Nancy Congdon in

Nancy Congdon

Enthusiast · DISC type i
President and Founder at Blue Water Wealth
📍 Portland, Oregon, 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.

Login to view overviewLogin to view overview
Experience
27 Years
Current Role
President and Founder
Job Level
Leadership
Location
Portland, Oregon, United States
Personality Overview

How Nancy shows up

Consensus Focused
Story Driven
Optimistic

Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Priorities

Topics Nancy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

8-2012
President and Founder
Blue Water Wealth
8-2007 - 8-2012
President and Lead Advisor
Nancy Congdon & Associates
12-1998 - 8-2007
Field Vice President
Ameriprise Financial Services, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1998 - 1999
Master of Business Administration (M.B.A.)
University of Denver
1982 - 1987
Bachelor's Degree
Wright State University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

Other Blue Water Wealth Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Nancy. Free, 10 seconds.