Alex Bergmann

Critic
DISC Type : C

Chief of Staff to the Chief Investment Officer at Guardian Life

New York, New York, United States

Overview

Alex Bergmann is the Chief of Staff to the CIO at Guardian Life, with a deep background in insurance and financial services. His experience includes financial planning, data science, and consulting, notably as a former deputy chief of staff to AIGs CEO. He holds an MBA and an MS in Data Science/AI from Northwestern University.

He has a strong interest in professional development, frequently sharing insights on topics like effective communication, learning from failure, and constructive dialogue. His posts reflect a thoughtful approach to leadership and personal growth, aiming to foster more productive and healthy conversations in the workplace.

Unique fact: Alex is fluent in German and has professional experience working in both the United Kingdom and Germany.

Personality Overview

Information Seeker

ROI Driven

Precise

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Insurance Strategy
His career at Guardian Life and AIG, along with his independent consulting, has focused on financial analysis and M&A within the insurance industry.
Data-Driven Decisions
Combines an MS in Data Science/AI with senior financial analytics roles at AIG, where he led development of analytical data models and tools.
Effective Communication
He shared a helpful article on refining an elevator pitch, emphasizing the balance of providing enough information to spark interest without overwhelming the audience.

Media Appearances

Alex has no verified media appearances

Work History

1-2021
Chief of Staff to the Chief Investment Officer at Guardian Life
5-2015 - 8-2017
Deputy Chief of Staff to the CEO at AIG
9-2014 - 5-2015
Senior Finance Director - Science, Communications, ERM, and HR at AIG
7-2013 - 9-2014
Senior Director, Financial Analytics - Science at AIG
3-2012 - 6-2013
Owner / Self Employed at Independent Consultant

Education

2019 - 6-2021
Master of Science - MS from Northwestern University
1998 - 2002
MBA from Northwestern University - Kellogg School of Management

More Information

Social Presence :

Prographics :

Exp : 17 Location : New York, New York, United States Job Level : Leadership Designation : Chief of Staff to the Chief Investment Officer at Guardian Life
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • 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 Alex is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Alex

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Alex take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Alex

Personality Compatibility


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