Colleen Oliver, CPA

Wildcard
DISC Type : csi

Senior Vice President of Regulatory Reporting at KeyBank

St. Clair County, Alabama, United States

Overview

Colleen Oliver is a Certified Public Accountant and Senior Vice President of Regulatory Reporting at KeyBank. An alumna of The University of Alabama, she leads teams responsible for complex financial filings such as CCAR, FR 2052a liquidity, Call Reports, and FR Y-9C.

Personality Overview

Friendly But Slow

ROI Driven

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Regulatory Reporting
Leads teams responsible for numerous regulatory reports, including FDIC, CCAR, and FR Y-9C, demonstrating deep subject matter expertise in banking compliance.
Banking Regulations
Possesses specialized expertise in capital and liquidity rules, having previously managed reporting for U. S. and European regulations at BBVA.
Team Building
Actively posts about job opportunities to join her team at KeyBank, showing a focus on attracting and developing talent in her department.

Media Appearances

Colleen has no verified media appearances

Work History

1-2024
Senior Vice President of Regulatory Reporting at KeyBank
4-2022 - 12-2023
Senior Vice President of Bank Regulatory Reporting at KeyBank
5-2021 - 4-2022
Vice President of Finance at Alabama Farm Credit ACA
7-2019 - 4-2021
Vice President, Financial Reporting at BBVA in the USA
11-2016 - 6-2019
Regulatory Reporting Manager - Capital & Liquidity at BBVA in the USA

Education

2008 - 2009
MTA from The University of Alabama
2004 - 2008
Bachelor's degree from The University of Alabama

More Information

Social Presence :

Prographics :

Exp : 16 Location : St. Clair County, Alabama, United States Job Level : Leadership Designation : Senior Vice President of Regulatory Reporting at KeyBank
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Insights For Selling To Colleen

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Colleen is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Colleen

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Colleen move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Colleen take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Colleen

Personality Compatibility


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