Cameo Roberson Email and Phone Number

You’ve reached a point in your business where your biggest frustration is realizing you need to take a step back and figure out where you want your firm to go and how to get there in a more efficient, organized and cohesive way. You want to re-evaluate where you are now, what you’re currently doing and figure out what the necessary changes need to be going forward. 🔥Pain: You’re working way more than you’d like to and don’t see the revenue gains in all the extra hours you’re working.🔥Pain: You can’t figure out what you should be doing, so you do nothing.🔥Pain: You realize it’s game over if one of your key staff members left the firm.➡️➡️Outcomes/Benefits:Brainstorming strategy and developing an implementation plan with an outside thinking partner who understands your world.Thought leadership expert who can help you think through, align services, and develop a strategic roadmap.HOW TO EXPLORE THE POSSIBILITIES➡️ A 15-minute discovery call starts the transformation discussion➡️ I’ll share an honest assessment and solutions to your pain points➡️ Within a day, you’ll have a quote specific to your needs➡️ Qualified projects begin within 7 days of acceptanceCONTACT MEDon’t go nerd-searching on the internet for hours and hours; have at least one strategic conversation with me!There is no cost to explore the possibilities. Click here to schedule a call (https://go.oncehub.com/AtlasPark)

Don’t bore your audience with a dry practice management presentation. Work with Atlas Park Consulting and we bring attendees into practical application of business building concepts through exercises, case studies, team building and more! Every presentation is customized to speak to your audience and align with your conference or event goals. Our goal is to make you shine and your attendees have a great time!Learn More Here(https://atlasparkco.com/speaking/)

Design organize and strategize the foundation of CHIP for further scale. Ensure leadership maintains alignment of goals and metrics set for professionals. Assist with advisor outreach and help foster more financial services partnerships. Assist with possible content events for financial professionals within virtual platform.

• Provided curated training and business coaching to financial advisors on building thriving practices.• Collaborated with teams to develop innovative strategies for financial advisor resources.

Provides leadership and insights to executive team on trends shaping the wealth management space. Insights gathered are aggregated to improve product offerings to independent and broker dealer affiliated advisors.

Contributes monthly content to the For Advisors, Practice Management Advice section of US News & World Report. Recent article: (https://money.usnews.com/financial-advisors/articles/how-advisors-can-elevate-their-business-operations-and-remain-client-centric) Topics include:➡️Help with figuring out the direction of where you want your firm to go➡️Help with managing all the running the business things➡️Help with capacity planning➡️Help with the growing pains of managing more clients➡️Help with improved coordination between people, process and technology➡️Help with staffing issues➡️Help with building CEO skills

COURSE DESCRIPTION & OBJECTIVES:Provides students with insights on the role and responsibilities of an entrepreneur. Topics of meeting discussions include 1) Why entrepreneurship is important, 2) What it takes to develop an entrepreneurial mindset, 3) What it takes to build and launch a business, and 4) other topics of interest.

A commitment to the success of diverse FAs, in 2017 Cameo co-founded (and currently advises) the Diversity, Equity & Inclusion Initiative Steering Committee for The National Association of Personal Financial Advisors, a network of 4500+ fee-only financial advisors across the country. The mission of the initiative is to "become a beacon for diversity within the financial planning profession, by building and strengthening relationships between industry professionals and the diverse populations they serve." At a time when DEI efforts were not as mainstream as they are now, Cameo provided visionary efforts to build and then served as co-chair.

San Francisco based comprehensive wealth management firm offering investment and financial planning services to high net worth individuals and institutional clients; including endowments and non-profits. Working with 100+ clients, I managed ongoing client service for clients overseeing operational transactions and activities. In particular, generating investment portfolio reports, creating systems, workflows, processes, new client on-boarding and interfacing with custodians.

While working with high net worth clients, I developed a keen rapport and service acumen during my three year tenure in estate planning and trust administration.

Well-versed client service associate on a team of five to develop and maintain systems in delivering quality client service to ultra-high net worth individuals and families.

Worked closely with the COO and CFO, (both registered representatives) with research on client account performance, reconciling accounts and monthly statement and invoice creation. Executed wire transfers and trades, facilitated new accounts and TOAs. Assisted a staff of nine with projects for SEC/broker-dealer audits; creating backup office procedures, trade and deposit logs and manuals for account transactions.