Kyle Roberson, CPA

Critic
DISC Type : C

EVP, Chief Financial Officer at Regent Bank

Tulsa Metropolitan Area, United States

Overview

Kyle Roberson is the EVP and Chief Financial Officer at Regent Bank, bringing extensive experience from senior finance roles at Stride Bank and Bank of Oklahoma. A Certified Public Accountant with a finance degree from Oklahoma State University, he is skilled in financial analysis, risk management, and internal audit, guiding the banks financial health.

Kyle is passionate about community service and youth development, demonstrated by his support for Junior Achievement. He actively uses his professional network to raise funds and awareness for the organization, showing a commitment to helping young people learn important life skills not typically taught in a traditional classroom setting.

He is a vocal supporter of creating a positive company culture by design, believing its a critical component of a banks success.

Personality Overview

Negotiator

Objective Thinker

Critic

They don’t appreciate bells and whistles unless backed by data.  They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Bank Financial Strategy
As EVP and CFO, he oversees the financial strategy and health of Regent Bank, drawing from over a decade of progressive leadership roles in the banking industry.
Youth Development
He is a vocal supporter and fundraiser for Junior Achievement, an organization focused on teaching life and financial skills to young people.
Financial Risk Management
His career history includes significant experience in internal audit and as a controller, indicating a deep expertise in financial controls and risk management.

Media Appearances

Regent Bank – We are thrilled to welcome Kyle Roberson as our new CFO. Featured in Facebook

See Now

Work History

10-2024
EVP, Chief Financial Officer at Regent Bank
2-2022 - 10-2024
SVP, Director of Finance at Stride Bank, N.A.
7-2019 - 2-2022
VP, Senior Division Controller at Bank of Oklahoma
2-2016 - 7-2019
VP, Division Controller at Bank of Oklahoma
5-2011 - 2-2016
AVP, Internal Audit Supervisor at Bank of Oklahoma

Education

2004 - 2009
Bachelor's degree from Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Tulsa Metropolitan Area, United States Job Level : Leadership Designation : EVP, Chief Financial Officer at Regent Bank
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Do not use very emotional or colorful language
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Kyle

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Kyle take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Kyle

Personality Compatibility


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