Rick Roberson

Examiner
DISC Type : sc

Regional Vice President of Finance - South Region at Meritage Homes

Charlotte Metro, United States

Overview

Rick Roberson is the Regional Vice President of Finance for the South Region at Meritage Homes, with extensive experience in the homebuilding industry at both Meritage and KB Home. He holds an MBA from the University of North Florida and is an inactive Certified Public Accountant.

Beyond his corporate finance career, Rick pursues a personal passion for aviation. This interest in flying demonstrates a unique combination of precision, discipline, and adventurous spirit, setting him apart from a purely financial background.

Unique fact: Rick is a certified Private Pilot, skilled in navigating the skies as well as financial markets.

Personality Overview

Status Quo Seeker

Process Oriented

Overcautious

They are thorough and always follow a systematic approach.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Financial Leadership
His social media activity shows a focus on recruiting dynamic finance leaders and building strong teams in Nashville, DFW, and Atlanta to drive growth.
Homebuilding Finance
His entire career has been dedicated to the homebuilding industry, with senior finance roles at major companies like Meritage Homes and KB Home.
Aviation
He holds a certification as a Private Pilot, indicating a significant personal interest and skill in aviation outside of his professional work.

Media Appearances

Meritage Homes Enters Charlotte Market, Further Expanding Its Presence. Featured in Meritage Homes Investor Relations (Press Release)

See Now

Work History

2-2018
Regional Vice President of Finance - South Region at Meritage Homes
1-2016 - 2-2018
Vice President of Finance - Dallas/Ft Worth Division at Meritage Homes
4-2012 - 1-2016
Division President - Charlotte Division at Meritage Homes
7-2006 - 2-2010
Director of Finance - Central Texas Division at KB Home
5-2004 - 7-2006
Director Of Internal Audit at KB Home

Education

1996 - 1997
MBA from University of North Florida - Coggin College of Business
1992 - 1996
Bachelor of Business Administration (BBA) from University of North Florida - Coggin College of Business

More Information

Social Presence :

Prographics :

Exp : 26 Location : Charlotte Metro, United States Job Level : Senior Designation : Regional Vice President of Finance - South Region at Meritage Homes
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Rick

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Rick move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Rick take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Rick

Personality Compatibility


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