David McWilliams

Enthusiast
DISC Type : i

VP USAA Life Company Operations at USAA

San Antonio, Texas Metropolitan Area, United States

Overview

David McWilliams is a senior executive with 20 years of leadership in the financial services and fintech industries. He specializes in growing revenue, improving customer satisfaction, and strengthening risk management. A graduate of Texas A&M University, he is known for leading large-scale transformations and building high-performing teams to deliver operational excellence.

He led the planning and budget allocation of over $1 billion for process and technology improvements at USAA, regularly reporting portfolio status to the Board of Directors.

Personality Overview

Story Driven

Consensus Focused

Optimistic

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Strategic Planning
He led the planning, prioritization, and budget allocation of a portfolio exceeding $1 billion to achieve strategic outcomes and ROI at USAA.
Digital Transformation
As CIO and VP of Digital, he was responsible for technology strategy and created a digital financial planning strategy to improve member financial security.
Customer Satisfaction
A primary focus of his career is implementing strategies to improve the customer experience, as highlighted in his professional summary and job descriptions.

Media Appearances

David McWilliams - VP USAA Life Company Operations at USAA | The Org. Featured in The Org

See Now

Work History

6-2025
VP USAA Life Company Operations at USAA
2021 - 6-2025
VP USAA PMO at USAA
2018 - 2020
CIO and VP Life Insurance Company at USAA
2016 - 2018
VP Digital for Advice, Investments, Banking, Insurance at USAA
2014 - 2016
AVP Business Planning Life Insurance, Annuities, Health Insurance, Investments at USAA

Education

1999 - 2004
B.S from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Antonio, Texas Metropolitan Area, United States Job Level : Senior Designation : VP USAA Life Company Operations at USAA
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from David

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will David move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can David take some risk or not?

  • If it seems really necessary, they can take small risks.

You And David

Personality Compatibility


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