Kate Roman

Evaluator
DISC Type : csd

Finance Manager at Bregal Sagemount

New York City Metropolitan Area, United States

Overview

Kate Roman is the Finance Manager at Bregal Sagemount, with a background that includes roles as a Controller at Sandton Capital Partners and in assurance at EY. She has expertise in financial services, banking, and capital markets, and holds a Bachelor of Business Administration from Baruch College.

She began her higher education at Belarusian State University, where she earned an associates degree before moving to the United States.

Personality Overview

Fast But Analytical

Thorough Evaluator

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Private Equity Finance
Her career progression from Controller at Sandton Capital Partners to Finance Manager at Bregal Sagemount demonstrates deep experience in private equity financial management.
Financial Control
Her experience as a Controller and in assurance with EY's banking and capital markets clients points to a strong focus on financial reporting and internal controls.
Growth Equity
[Predicted] Working at Bregal Sagemount, a firm focused on growth-stage companies, she is likely focused on the financial dynamics of scaling businesses.

Media Appearances

Kate has no verified media appearances

Work History

11-2025
Finance Manager at Bregal Sagemount
6-2022 - 11-2025
Controller at Sandton Capital Partners
6-2019 - 6-2022
Senior Analyst, Middle Office at Man GPM
9-2016 - 5-2019
Financial Services, Banking and Capital Markets - Assurance Experienced Associate at EY

Education

2012 - 2016
Bachelor of Business Administration (B.B.A.) from Baruch College
2007 - 2010
Associate's degree from Belarusian State University

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York City Metropolitan Area, United States Job Level : Middle Designation : Finance Manager at Bregal Sagemount
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Insights For Selling To Kate

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kate is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Kate

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Kate move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Kate take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Kate

Personality Compatibility


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