Charles Williams in

Charles Williams

Enthusiast · DISC type i
Financial Solutions Advisor at Bank of America Merrill Lynch
📍 Charlotte, North Carolina, 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
10 Years
Current Role
Financial Solutions Advisor
Location
Charlotte, North Carolina, United States
Personality Overview

How Charles shows up

Story Driven
Amiable & Agreeable
Consensus Focused

They prefer to build relationships rather than staying totally transactional. They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Charles cares about

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

Work history

2-2025
Financial Solutions Advisor
Bank of America Merrill Lynch
7-2023 - 2-2025
Senior Banker
Bank of America
12-2021 - 7-2023
Relationship manager business owner specialist
Bank of America
5-2015 - 12-2021
Retail Store Manager
T-Mobile
8-2020 - 12-2020
Retail Intergation Leader
T-Mobile
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013
Bachelor of Business Administration - BBA
University of Phoenix
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.

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