Sherrie Aldrich

Energizer
DISC Type : I

Senior Vice President, Merger & Acquisition Integration at Alliant Insurance Services

San Diego, California, United States

Overview

Sherrie Aldrich is a Senior VP of M&A Integration at Alliant Insurance Services, leveraging 30 years of experience to merge newly acquired organizations. She excels at uniting people and processes for long-term success. Colleagues describe her as decisive, committed, professional, and unflappable, with a relationship-driven approach.

Sherrie was a principal contributor in selecting Alliants primary agency management system, where she personally designed and directed the company-wide software migration and integration process.

Personality Overview

Informal

Imaginative

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

M&A Integration
Her core focus is leading all post-acquisition activities, from initial integration to long-term strategic planning, ensuring a sustainable connection for newly acquired firms.
Strategic Relationships
States that she is "driven by relationships" and focuses on creating collaborative environments to achieve success during complex company transitions.
Process Optimization
Has deep experience in designing detailed workflows, directing software configuration, and overseeing large-scale system migrations to enhance operational efficiency.

Media Appearances

Sherrie has no verified media appearances

Work History

Senior Vice President, Merger & Acquisition Integration at Alliant Insurance Services
6-2007 - 8-2016
Program Director, System Administrator at Alliant Insurance Services
1-2004 - 6-2007
Vice President of Operations at Alliant Insurance Services
1-2000 - 8-2009
Research Academy Board at The National Alliance for Insurance Education & Research
Western Region VP at SITE Society of Insurance Trainers & Educators

Education

Sherrie has no verified education history

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Diego, California, United States Job Level : Leadership Designation : Senior Vice President, Merger & Acquisition Integration at Alliant Insurance Services
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Insights For Selling To Sherrie

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sherrie is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Sherrie

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Sherrie move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Sherrie take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Sherrie

Personality Compatibility


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