Shirley McMillan in

Shirley McMillan

Supporter · DISC type s
Director, Executive Benefits at ALM First
📍 Portland, Oregon, United States

Shirley McMillan is a Director at ALM First, focusing on executive compensation and benefits consulting. With over 20 years of experience, including COO roles at wealth management firms, she is an expert in strategic planning and operations. Shirley earned her BS from Boston College and is a licensed Life and Health Insurance Producer.

Originally from Houston, Shirley now resides in Portland with her husband and three children. Her interests range from business media, like the Harvard Business Review, to creative enterprises. She has also pursued studies in creativity and innovation through a UCLA Anderson program.

Before her extensive career in corporate finance, she co-founded and managed the e-commerce startup Giftemporia. com, Inc.

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Experience
27 Years
Current Role
Director, Executive Benefits
Job Level
Senior
Location
Portland, Oregon, United States
Personality Overview

How Shirley shows up

Procedural
Social Proof Driven
Thoughtful In Approach

They are unlikely to become strong champions as they don't prefer pushing other people. They get along well with all people. They usually go by the book, following all rules and procedures.

Priorities

Topics Shirley cares about

Executive Benefits Design
Her career is centered on designing executive benefit and retention programs for corporate and financial institution clients, including Fortune 500 companies.
Strategic Operations
As a former Chief Operating Officer, she has extensive experience leading strategic initiatives, managing P&L, and overseeing operations for teams of up to 40 people.
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Career

Work history

2-2024
Director, Executive Benefits
ALM First
6-2020 - 2-2024
Chief Operating Officer
Aldrich Wealth LP
9-2015 - 6-2019
Senior Vice President and Chief Operating Officer
M Benefit Solutions
2-2009 - 8-2015
Vice President
M Benefit Solutions
9-2007 - 1-2009
Manager, Consulting Services
M Benefit Solutions
In the press

Media appearances

ALM First selects Shirley McMillan as Director, Executive Benefits. Featured in Platform LLC
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Shirley McMillan - ALM First Executive Benefits. Featured in ALM First
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Education
Bachelor of Science - BS
Boston College Carroll School of Management
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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