Cameo Roberson
Chief Connection Officer @Atlas Park Consulting
Signup · Get unlimited contacts
WORK HISTORY
Chief Connection Officer @Atlas Park Consulting
Sacramento, CA, US
EDUCATION
University of California, Berkeley
Professional Certificate
California State University-Long Beach - College of Business Administration
Bachelor of Science (BS)
UCSC Silicon Valley Extension
Professional Certificate
SKILLS
ABOUT CAMEO ROBERSON
Your firm isn’t stuck. Your systems are. If you’re working harder every quarter but it still feels messy, that’s not a motivation problem. It’s an operating system problem. I’m a Fractional COO for independent advisors and RIAs. I help you standardize the way your firm runs so the client experience doesn’t depend on heroics, and growth doesn’t break your team. Recently, we helped a ~$320M AUM RIA plug a revenue leak in their client onboarding; saving a $50K annual engagement from blowing up and walking away. What we fix: 🧰 Inconsistent onboarding and follow-through 🧰 Team confusion and “tribal knowledge” 🧰 CRM and tech stacks that are paid for - but not used well 🧰 The owner as the bottleneck (too many approvals, too many decisions) What you get: Clear workflows for onboarding, service, and follow-up Defined roles + accountability so work stops falling through cracks CRM usage that supports the process (not the other way around) More capacity to grow without adding chaos Best next step: If you want a firm that runs the same way every time, book a brief discovery call and we’ll pinpoint what’s stuck and what to fix first. Click the link above in my header \"Book An Ops Discovery Call\" I also host Advisor OPS & Referrals Lab (free community). If you want the link, message me “LAB”.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.