Randolph Brown, CPA, CFP® in

Randolph Brown, CPA, CFP®

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Analyst, Executive Advisory Services at Bank of America
📍 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.

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Experience
9 Years
Current Role
Analyst, Executive Advisory Services
Job Level
Middle
Location
Charlotte, North Carolina, United States
Personality Overview

How Randolph shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Randolph cares about

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

Work history

9-2022
Analyst, Executive Advisory Services
Bank of America
11-2020 - 6-2022
Tax Supervisor
RSM US LLP
10-2017 - 11-2020
Senior Tax Associate
EY
7-2015 - 10-2017
Tax Associate
EY
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 2015
Master's of Accounting
Michigan State University
2010 - 2014
Bachelor of Science (B.S.)
North Carolina Agricultural and Technical State University
5-2022
Certificate
College for Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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