David Allan-Matheson

Pioneer
DISC Type : Dsi

VP, Strategy and Operations (GPS / HR / Health Plans / PMO & Consultant) at Lockton

New York City Metropolitan Area, United States

Overview

David Allan-Matheson is a senior executive with extensive experience in global health systems, biotechnology, and pharmaceuticals. As a VP at Lockton, he supports multi-million dollar global health benefits accounts. He is also a combat veteran and SVP in the United States Army Reserve, holding degrees from Cornell and the University of Pennsylvania.

Outside of his dual careers, David is a family man who enjoys golfing, paddle boating, and participating in a father-daughter book club. He is passionate about servant leadership and discusses philosophical concepts with his children, inspired by thinkers like Marcus Aurelius.

Unique fact: He applies leadership principles from ancient philosophers like Confucius and Marcus Aurelius to both his military command and his conversations about life with his children.

Personality Overview

Decisive But Friendly

Friendly But Fast

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Global Health Strategy
As VP at Lockton, he leads strategic implementation for multi-million dollar global health benefits programs across more than 30 countries for Fortune 50 companies.
Leadership & Philosophy
He revisits works by Marcus Aurelius and Confucius to gain a deeper understanding of leadership, applying these principles in his military and personal life.
Family & Fatherhood
He prioritizes spending quality time with his daughters, engaging in activities like a father-daughter book club, golfing, and paddle boating.

Media Appearances

David has no verified media appearances

Work History

VP, Strategy and Operations (GPS / HR / Health Plans / PMO & Consultant) at Lockton
7-2025
University of Chicago Alumni Board Member at University of Chicago
3-2024
SVP, Enterprise Operations, HR and Portfolio Management - Intelligence at United States Army Reserve
6-2023 - 3-2024
VP, Head of Supply Chain and Portfolio/Program Management (MIRC Deputy G4) at United States Army Reserve
10-2022 - 6-2023
VP, Head of Human Resources and Medical Affairs (ESC G1) - CHRO at United States Army Reserve

Education

Master of Public Administration from University of Pennsylvania
Master of Health Administration from Cornell University

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : VP, Strategy and Operations (GPS / HR / Health Plans / PMO & Consultant) at Lockton
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Showcase existing customers and use case-studies to grab their attention
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from David

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are generally fast movers and can take quick decisions
  • Can David take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And David

Personality Compatibility


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