Ashley Randall in

Ashley Randall

Evaluator · DISC type CDs
Vice President Financial Consultant at Charles Schwab
📍 Colorado Springs, Colorado, 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
16 Years
Current Role
Vice President Financial Consultant
Job Level
Senior
Location
Colorado Springs, Colorado, United States
Personality Overview

How Ashley shows up

Fast But Analytical
Thorough Evaluator
Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical 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

Priorities

Topics Ashley cares about

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

Work history

2-2024
Vice President Financial Consultant
Charles Schwab
12-2017 - 2-2024
Financial Services Manager
USAA
6-2020 - 6-2021
Experience Owner, Life Distribution
USAA
5-2015 - 12-2017
Senior Wealth Advisor
USAA
12-2014 - 5-2015
Wealth Advisor I
USAA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2018
Bachelor of Science - BS
Colorado State University Global
2012 - 2016
Bachelor of Science in Management
University of Phoenix
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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