David Yeo

Questioner
DISC Type : c

Vice President. Data & Analytics Global Insurance Industry Leader at Sutherland

United States

Overview

David is a data and analytics leader for the global insurance industry at Sutherland, where he holds the position of Vice President. His expertise lies in transforming data into drivers of growth and value. He holds an MBA from Harvard Business School and a BA from Yale University.

Deeply committed to his alma mater, David serves as the President of the Yale Club of Nevada. He actively participates in alumni activities, including local community volunteer events, demonstrating a strong interest in building and maintaining connections outside of his professional work.

Unique fact: He leads the Yale alumni community in Nevada as the clubs President.

Personality Overview

Systematic

Not Easily Convinced

Value Seeker

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Insurance AI
As a leader in Sutherland's data and analytics insurance division, he is involved with initiatives like the company's Insurance AI Hub, showcasing his focus on artificial intelligence applications.
Data for Growth
His professional focus is on turning data into a tangible asset for growth, efficiency, and customer value within the insurance sector.
Alumni Leadership
He demonstrates a strong personal commitment to his alma mater by serving as the President of the Yale Club of Nevada.

Media Appearances

David has no verified media appearances

Work History

1-2025
Vice President. Data & Analytics Global Insurance Industry Leader at Sutherland
12-2024
President at YALE CLUB OF NEVADA
5-2023 - 1-2025
President, Financial Services and Insurance at KPI Partners
10-2016 - 4-2023
Client Partner, Insurance Consulting at Fractal Analytics
Vice President at EXL

Education

1991 - 1993
MBA from Harvard Business School
1984 - 1988
BA from Yale University

More Information

Social Presence :

Prographics :

Exp : 9 Location : United States Job Level : Senior Designation : Vice President. Data & Analytics Global Insurance Industry Leader at Sutherland
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from David

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can David take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And David

Personality Compatibility


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