Cameo Roberson

Pioneer
DISC Type : DSI

Chief Connection Officer at Atlas Park Consulting

Sacramento, California, United States

Overview

Cameo Roberson is the CEO of Atlas Park Consulting, serving as a Fractional COO and business coach for independent financial advisors. With over 20 years of experience, she specializes in streamlining operations and creating scalable systems to eliminate chaos. People often describe her as a genius, generous, helpful, dedicated, and a gifted leader with deep industry insight.

Outside of her primary consulting work, Cameo is a vocal advocate for Diversity, Equity, and Inclusion, having co-founded the DE&I initiative for the National Association of Personal Financial Advisors (NAPFA). She enjoys traveling to new places, karaoke with friends, and prefers Meiomi Pinot Noir.

Interesting fact: She is a two-time best-selling author and an editorial contributor to U. S. News & World Reports Financial Advisor section.

Personality Overview

Driven But Considerate

Dynamic But Sincere

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

RIA Operations
Her entire business is focused on helping independent advisory firms and RIAs eliminate operational friction across people, processes, and technology.
Systemizing Business
Her core philosophy is that growth requires standardizing systems for onboarding and service delivery, believing a firm's systems, not its motivation, are what's stuck.
Women in Finance
Co-authored a book on "Revolutionizing The Role Women Play In Building Wealth" and states she loves contributing to other women's success.

Media Appearances

Top Financial Advice with Cameo Roberson, Founder of Atlas Park Consulting. Featured in YouTube

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Spotlight: Meet Cameo Roberson, Founder of Atlas Park Consulting. Featured in Out & About Communications

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Financial Advisor Practice Management Speaker, Cameo Roberson. Featured in Atlas Park Consulting

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Work History

12-2024
Chief Connection Officer at Atlas Park Consulting
10-2018
CEO, Fractional COO at Atlas Park Consulting
3-2024 - 3-2025
Published Author at Atlas Park Consulting
5-2021
Practice Management Coach at Morgan Stanley
4-2023 - 10-2025
Interim Chief Operations Officer at CHIP (Changing How Individuals Prosper)

Education

Professional Certificate from UCSC Silicon Valley Extension
Professional Certificate from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 7 Location : Sacramento, California, United States Job Level : Leadership Designation : Chief Connection Officer at Atlas Park Consulting
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Insights For Selling To Cameo

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cameo is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Cameo

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Cameo move?

  • They are generally fast movers and can take quick decisions
  • Can Cameo take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Cameo

Personality Compatibility


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