Cameo Roberson Email & Phone

Chief Executive Officer @ Atlas Park Consulting

RIA Practice Management Speaker @ Atlas Park Consulting

Interim Chief Operations Officer @ CHIP (Changing How Individuals Prosper)

Practice Management Coach @ Morgan Stanley

Advisory Council Member @ Morningstar

Contributing Writer @ U.S. News & World Report

Business Mentor @ Notre Dame de Namur University

Co-Founder Diversity, Equity and Inclusion Initiative @ National Association of Personal Financial Advisors

Senior Portfolio Administrator @ Bingham, Osborn & Scarborough, LLC

Legal Assistant Paralegal @ Thoits Law

Financial Services Associate @ Brownson, Rehmus & Foxworth, A Registered Investment Adviser

Director Of Operations @ Changing Parameters, LLC, A Registered Investment Adviser

- Professional Certificate @ UCSC Silicon Valley Extension

- Professional Certificate @ University of California, Berkeley

- Bachelor of Science (BS) @ California State University-Long Beach - College of Business Administration

Alternative Investments, Estate Planning, Writing, Leadership, Team Building, Financial Advisory, Social Media, Public Speaking, Financial Blogging, Financial Planning, Event Planning, Portfolio Management, Client Services, Investments, Advisory, Resume Writing, Front to Back Office, Financial Services, Compliance, Wealth Management, Microsoft Office, High Net Worth Individuals, Microsoft Word, Operations Management, Entrepreneurship, Microsoft Excel, Asset Management, Administration, Customer Service, Personal Financial Planning, QuickBooks, Retention, Project Management, Investment Advisor Representative, Series 65, CRM, Securities, Advisor Operations, Copy Editing, Customer Relationship Management, Onboarding, Practice Management, Microsoft Dynamics CRM, Microsoft PowerPoint, Coaching, Redtail Crm, Systems Development Management, Operational Efficiency, Process Efficiency, Time Efficient, Diversity Training

Cameo Roberson, based in Sacramento, CA, US, is currently a Chief Executive Officer at Atlas Park Consulting. Cameo Roberson brings experience from previous roles at Atlas Park Consulting, CHIP (Changing How Individuals Prosper), Morgan Stanley, Morningstar, U.S. News & World Report, Notre Dame de Namur University, National Association of Personal Financial Advisors, Bingham, Osborn & Scarborough, LLC, Thoits Law, Brownson, Rehmus & Foxworth, A Registered Investment Adviser, Changing Parameters, LLC, A Registered Investment Adviser. Cameo Roberson holds various educational qualifications including Professional Certificate in Personal Financial Planning from UCSC Silicon Valley Extension. With a robust skill set that includes Alternative Investments, Estate Planning, Writing, Leadership, Team Building, Cameo Roberson demonstrates proficiency in a wide range of areas.