Doug Richman in

Doug Richman

Energizer · DISC type I
Principal at Global Fin Tech Advisors
📍 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
29 Years
Current Role
Principal
Job Level
Senior
Location
Charlotte, North Carolina, United States
Personality Overview

How Doug shows up

Believer
Relationship Oriented
Big Picture Person

Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are always positive and upbeat, so take their promises with a pinch of salt. They are really good at seeing what the long-term impacts of their decisions could be.

Priorities

Topics Doug cares about

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

Work history

9-2025
Principal
Global Fin Tech Advisors
4-2020 - 8-2025
SVP Technology: Research, Data Science, and Data Management
Truist
4-2019 - 4-2020
Chief Customer Care Officer at Pendo Systems
Pendo Systems
10-2015 - 3-2019
Director / Principal
The Enosys Group / RDJ Consulting
12-2013 - 10-2015
Senior Vice President
LPL Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2005
MBA
Babson F.W. Olin Graduate School of Business
Bachelor of Arts (B.A.)
University at Albany
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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