Rosalind Taylor, CFP® in

Rosalind Taylor, CFP®

Enthusiast · DISC type i
SVP, Private Client Manager at Bank of America
📍 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
18 Years
Current Role
SVP, Private Client Manager
Job Level
Leadership
Location
United States
Personality Overview

How Rosalind shows up

Non-Confrontational
Consensus Focused
Story Driven

They are more about building relationships than just cutting deals. They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Rosalind 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

1-2022
SVP, Private Client Manager
Bank of America
3-2020 - 1-2022
Senior Vice President, Private Banking Relationship Manager
First Citizens Bank
12-2016 - 3-2020
Vice President, Center for Personal Philanthropy
Foundation For The Carolinas
11-2006 - 10-2016
Senior Vice President, Private Client Manager
U.S. Trust
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
Bachelor of Business Administration - BBA
Auburn University at Montgomery
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 Bank of America 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 Rosalind. Free, 10 seconds.