Senior Account Executive

Sheri is a Senior Account Executive with Fulcrum Risk Solutions and is located in Charlotte, NC. She has 25 years of experience in the employee benefits industry with key expertise in developing and executing multi-year benefit strategies, change management, population health management, absence management and data analytics. As lead client strategist, Sheri drives organizational change for her clients by engaging top innovative strategies to disrupt traditional healthcare methods and initiate true savings and healthier outcomes. She works closely with her Account Management, Analytics and Compliance teams to deliver thoughtful, actionable analytics while monitoring ERISA requirements and providing her clients “compliance comfort”. Working closely with her clients’ C-suite, HR and Benefits teams, Sheri’s role is key in carrier renewal negotiations, carrier accountability and overall client satisfaction. Her proven background in successfully driving employee engagement aides her clients in furthering their overall Wellbeing and Population Health Management strategies. Sheri holds her Certified Corporate Wellness Specialist (CCWS) and Certified Professional of Disability Management (CPDM) designations and graduated from Appalachian State University with a B.S. in Communications.