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Governance Tier 2

Executive Profiles

  • David Levenson, CFA, FSA

    President and Chief Executive Officer
    LIMRA, LOMA, and LL Global

    David Levenson is president and CEO for LIMRA, LOMA and LL Global. In this capacity, he is responsible for leading one of the world’s largest association of life insurance and financial services companies, representing more than 1300 financial services companies across 64 countries.

    Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015-2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.

    Levenson holds his Bachelor of Science from the Wharton School, University of Pennsylvania, his Master of Business Administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan.
  • James W. Kerley, LLIF

    사장
    LIMRA Services, Inc.

    짐 컬리(Jim Kerley)는 2007년 1월 LIMRA Services, Inc.의 사장이 되었습니다. 이 역할에서, 짐은 LIMRA의 영업 및 상품 영역의 책임자였습니다. 짐은 관리자, 리더, 컨설턴트, 자문 등의 일을 하며 금융 서비스 업에서 36년간 전문 경영인으로 경험을 쌓았습니다. 그는 거의 25년을 New England Financial에서 선임 마케팅 및 영업 관리자로 일했으며, 은행 섹터 내에서 뉴잉글랜드의 최초 보험 마케팅 관계를 수행했습니다. 임기 중, 짐은 뉴잉글랜드의 7대 마케팅 커뮤니케이션즈 회사로 성장한 Trinity Communications의 창립 파트너였습니다.

  • Gina Birchall, LLIF, CLU

    Chief Operating Officer
    LIMRA, LOMA and LL Global, Inc.

    Gina Birchall joined LL Global as chief operating officer in 2017. In this role, she is responsible for LIMRA’s and LOMA’s legal and accounting departments, information technology, marketing, talent solutions, and member relations. Birchall also is charged with working across the organization to help implement many of the ongoing entity-wide projects to improve efficiencies and processes.

    Since 1998, Birchall held various positions at Guardian Life Insurance Co.  Most recently, she was vice president of strategic initiatives, leading initiatives across the enterprise to advance its business goals.

    Birchall holds a Bachelor of Arts from Mount Holyoke College and a Juris Doctor from the Western New England University School of Law, both in Massachusetts.

  • Philip Brown

    Managing Director, Commercial Research
    LIMRA

    Phil Brown is responsible for LIMRA’s commercial research products and offerings. This includes LIMRA’s custom research services, the customer assurance program, as well as new product development in the areas of customer experience and applied data analytics. He is a staff representative on the Customer Insight Advisory Council and a frequent industry speaker.

    Brown joined LIMRA in 2014 with more than 25 years of experience in financial services, with leadership roles in market development, analytics, technology and finance at companies such as Citigroup (Travelers, Smith Barney and Citibank), MassMutual and Guardian Life Insurance.

    He is a graduate of Boston University’s School of Management and an Executive Scholar with Northwestern University’s Kellogg School of Management.

  • Matthew Drinkwater, 박사, FLMI, PCS 자격증 보유

    퇴직 보험 리서치 보조 책임자

     

    1999년 LIMRA에 입사한 Drinkwater는 LIMRA의 퇴직 보험 리서치 센터에서 선임 시장 리서치 프로그램을 관장하고 있습니다. 그는 주로 일반인들의 퇴직 계획 및 경험, 일반인들이 퇴직에 따른 제반 위험을 관리하고 퇴직 목표를 달성하기 위해 금융 서비스 업계를 활용하는 방법 그리고 금융 서비스 업체들이 퇴직자들의 다양한 요구를 충족하고 임박한 퇴직에 대처할 최선의 방법 등을 조사하는 역할을 담당하고 있습니다.

    이러한 주제 하에 그는 퇴직 설계, 퇴직 소득 관리 및 소비자들의 퇴직 자문 선호 사항에 관한 몇몇 연구를 진행해왔습니다. Drinkwater는 401(k) 연금 계획의 범위 내에서 상환 연장 시장 및 배당금 옵션에 관한 연구 등 여러 가지 연금 및 퇴직 계획 리서치 프로젝트를 진행해왔습니다. 그는 또한 LIMRA의 퇴직 자원 센터의 보험 상품 개발 업무에 기여하고 있으며, 퇴직 소득 회의(Retirement Income Roundtable)에서는 임원 대표 역할을 맡고 있습니다.

    그의 연금 연구는 보험 상품의 특징, 가입자 및 보유자의 제반 특성 그리고 보험 유지율에 관한 심층 연구를 포괄하고 있습니다. 또한 Drinkwater는 분기별 미국 연금 유지율 설문 조사를 관장하고 있으며, 개인 연금 시장 판매 및 자산 보고서에 대한 업계 영업 전망 및 연금 수령액 산정을 담당하고 있습니다.

    Drinkwater는 1993년 미국 코네티컷 하트포드에 소재한 트리니티 칼리지(Trinity College)를 졸업했으며 1998년 브라운 대학교(Brown University)에서 심리학 박사 학위를 받았습니다.

  • Larry Hartshorn

    기업 부회장 및 디렉터, 국제 리서치
    LIMRA

    Larry Hartshorn 부회장은 LIMRA 및 LOMA 회원 가치를 증진하고 국제 시장의 성장을 주도해 나가는 책임자입니다. 여기에는 상품 및 유통, 소비자 행동 및 정서, 전 세계 시장에 대한 규제 및 테크놀로지에 대한 통찰력을 제공하는 LIMRA의 국제적인 리서치 전략의 개발 및 시행이 포함됩니다. 또한 그는 회원사들이 국제적인 보험 업계에 대한 모범 사례에 대해 배우고, 실질적인 해결책을 발견하며, 문제 해결을 위한 실전 전략을 얻고, 다양한 프로젝트를 시행할 수 있도록 기업 전반에 걸친 글로벌 컨설팅 프로그램을 이끌고 있습니다.

    2015년 LIMRA에 입사하기 전 Larry 부회장은 중국 상해 주재 Aetna의 중국 대표이사로 역임하면서 전략적 계획, 리서치, 관리 운영 및 컨설팅의 책임을 담당했습니다. 또한 Larry 부회장은 과거 Ohio State University의 리서치 프로그램 담당자로서 초등, 중등 및 고등 교육 커리큘럼 개혁을 목표로 민간, 주 및 연방의 수백만 달러의 기금으로 이루어진 조직을 관리한 경험이 있습니다.

  • Jeffrey Hasty, FLMI, ACS

    Senior Vice President, Assessment, Development, and Best Practices
    LIMRA, LOMA and LL Global

    As a senior vice president, Jeff Hasty is responsible for LIMRA’s and LOMA’s conference division, providing development and networking opportunities to the collective membership. He serves as the corporate secretary for LL Global. He also leads LOMA’s management solutions operation, which provides tools and solutions to help members companies improve their operational effectiveness s through state-of-the-art assessment, learning & development, performance management benchmarking tools, and industry committees.

    A graduate of the Penn State University/LOMA executive development program, Hasty holds a Bachelor of Business Administration from Kennesaw State University in Georgia.  

  • Michele LaBouff

    Senior Vice President, Human Resources
    LIMRA, LOMA and LL Global

    Michele LaBouff leads the human resources (HR) departments for both LIMRA and LOMA. She develops HR strategies that support the companies’ business goals, which align with their core values, and that deliver on their employee value proposition.

    In this role, LaBouff is also responsible for leading all aspects of the employee experience including engagement, recognition, development and recruitment, as well as compensation and benefits.

    LaBouff, who joined LOMA in 1995, holds a Bachelor of Arts in Psychology from the University of California, Santa Cruz.

  • Patrick T. Leary, 경영학 석사

    보험 판매 리서치 보조 책임자

     

    1989년 LIMRA에 입사한 Leary는 현재 LIMRA의 보험 판매 리서치 부서를 감독하고 있습니다. 이 부서는 계열 대리점 및 독립 대리점, 금융 기관, 직장, 브로커 딜러 및 직접 반응 등 다양한 종류의 판매 채널을 연구하는데 중점을 두고 있습니다. 리서치 프로그램은 보험 판매의 경제학, 이들 판매 채널에서 사업자들의 업무 관행 그리고 이러한 판매 채널의 점진적 발전에 따른 시장 동향을 각각 다루고 있습니다. 또한 Leary는 LIMRA의 직장 마케팅 스터디 그룹 및 LIMRA의 콜 센터 포럼에서 임원 대표 역할을 담당하고 있습니다. 현재의 직책을 맡기 전 Leary는 LIMRA의 전문 판매 부서 책임자로 활동했으며 그 이전에는 LIMRA의 단체 보험 리서치 팀 일원으로 활동한 경력이 있습니다.

    Leary는 미국 하트윅 칼리지(Hartwick College)에서 학사 학위를 받았으며 미국 코네티컷 대학교(University of Connecticut)에서 경영학 석사 학위를 받았습니다.

  • Sean F. O'Donnell

    Vice President, Member Relations and Consulting
    LIMRA

    O’Donnell is responsible for developing and implementing LIMRA’s member-engagement strategy in the U.S. and Canada.  He leads a team of professionals dedicated to helping member-company executives and their teams fully leverage the research, member benefits, and commercial solutions available through the LIMRA division of LL Global.   In addition, he is responsible for leading LIMRA ‘s consulting business, working to help companies apply LIMRA’s research and industry expertise to develop strategies for growth.

    Sean brings more than 25 years of marketing, sales, research, and organizational and consumer-behavior experience to his current role.  Over the course of his career at LIMRA, O’Donnell has worked with companies in all sectors of the insurance and financial services industry on a variety marketing, distribution, and product-related initiatives.  In addition, he has extensive experience helping clients with sales channel growth programs – recruiting, selection, on-boarding, productivity, retention, and field leadership development.  Prior to joining the LIMRA organization, he was a supervising project director and analyst for the PERT Group, a global research-based consultancy, working on product development and brand equity research for organizations such as Gillette, Clorox, S.C. Johnson, and Nestle.

    O’Donnell received both his Bachelors and his M.B.A., with concentrations in finance and marketing, from the University of Hartford.

  • Marianne A. Purushotham, FSA 자격증 보유

    리서치 보험 회계사

     

    2000년 LIMRA에 입사한 Purushotham은 개인 생명 장애 보험 상품 리서치 활동을 수행하고 있습니다. 그녀는 개인 생명 보험, 장애인 소득 및 장기 건강 보험 유지율에 관한 연구는 물론 각종 보험 상품 설계 및 개발 리서치를 담당하고 있습니다.

    LIMRA에 입사하기 전, Purushotham은 미국 보스턴에 위치한 New England Financial에서 8년 동안 개인 생명 보험 및 연금 보험 상품 개발과 재정 보고 업무 활동을 수행한 바 있습니다. 또한 그녀는 MassMutual에서 2년 동안 근무한 경력이 있는데 이 회사에서 그녀는 개인 장애 소득 재정 보고 및 평가 업무를 담당해 왔습니다. Purushotham은 미들베리 칼리지(Middlebury College)에서 수학 학사 학위를 받았으며 버지니아 공대(Virginia Polytechnic Institute)에서 응용 수학 석사학위를 받았습니다. 그녀는 미국 보험 회계사 협회 회원으로 활동 중입니다.

  • Kathryn N. Reid

    Vice President, Assessment and Development Solutions
    LIMRA

    As head of LIMRA’s Assessment & Development business, Reid leads a professional team of training and development experts to deliver global solutions to help member companies recruit, select, assess and onboard new talent. She is also is responsible for advising domestic and international project teams, developing selection products, and consulting members on recruiting and selection process.

    Reid joined LIMRA in 1989 as a research analyst, rising through the ranks to assume her current role in 2008. An experienced facilitator, she works with companies to evaluate selection process effectiveness and to develop new approaches in recruiting and selection. Reid also has trained thousands of field leaders on how to best recruit, select, and retain top talent — as well as numerous field agents on how to hire sub-producers and office staff, and how to develop their own sales skills.

    She earned a B.S. in economics from the University of Connecticut and an M.S. in organizational behavior from the University of Hartford.

  • Kartik Sakthivel

    Chief Information Officer
    LIMRA, LOMA and LL Global

    As chief information officer for LIMRA and LOMA, Kartik Sakthivel is responsible for developing the information technology strategic direction for the enterprise. In this capacity, he directs and manages computing and information technology policies, programs and schedules for business and enterprise systems, and manages information services to meet LIMRA and LOMA’s corporate goals and objectives. An industry thought leader, Sakthivel champions the use of technology to improve the revenue, profitability and efficiency of the organization.

    Joining LIMRA and LOMA in 2017, Sakthivel has broad industry experience, most recently as director of technology at Liberty Mutual Insurance. He holds a Master of Science in computer information systems / information technology, as well as a Master of Business Administration from Southern New Hampshire University.

  • Alison Salka, Ph.D.

    Senior Vice President and Director of Research
    LIMRA
    Alison Salka joined LIMRA in 2012 and is responsible for determining and implementing the strategy and direction of its global research program. She oversees a team of more than 80 researchers and other staff professionals in LIMRA’s Research division who conduct consumer research, benchmark studies and white papers focused on helping member companies better understand industry issues and trends. She is also a director of the LIMRA LOMA Secure Retirement Institute. Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has earned a Master’s degree and Ph.D.
  • Todd A. Silverhart, Ph.D.

    기업 부사장, 마케팅 및 판매 리서치와 마켓 리서치의 기술 이사

     

    Silverhart 는 LIMRA 의 기술 연구 프로그램 및 시장 리서치 프로그램의 지도를 책임지고 있습니다. 그는 기업의 실무 연구, 소비자 연구 그리고 시장 및 판매 금융 서비스 상품에 특화된 기술의 사용을 LIMRA 회원사들이 이해할 수 있도록 돕는 백서 작성을 감독하고 수행합니다. 그는 또한 소비자에 대한 시장의 위험 및 제품과 서비스의 누적에 대해 책임을 지고 있는 연구 직원을 감독합니다. 이 연구 프로그램은 미들 마켓과 신흥 소비자 분야뿐만 아니라 기업 시장에도 중점을 둡니다. 업계의 부지런한 대변인 및 작가로서 Silverhart 는 LIMRA 의 시장 연구 위원회 및 e-비즈니스, CRM, 판매 관리 기술 연구 그룹의 대표위원으로서 활동 중입니다.

    1988년에 LIMRA 에 입사한 Silverhart 는 이전에 LIMRA 의 평가 솔루션 유닛에 근무하였고, 여기서 그는 설계사 및 현장 관리자 선택 연구, 컨설팅 및 상품 개발을 수행했습니다.

    그는 미들베리 칼리지 졸업생이고 올드 도미니언 대학에서 산업 및 조직 심리학 박사학위를 받았습니다.

  • Eric T. Sondergeld, ASA, CFA

    Corporate Vice President and Director
    LIMRA

    에릭 손더젤드는 LIMRA의 부사장으로서 테크놀로지, R&D, 전략 리서치 팀을 이끌고 있습니다.  이 직무에서, 그는 LIMRA가 세계금융시장에서 보험산업에 영향을 주는 전략이슈를 점검하고, 세계적인 추세를 모니터 하여 회원사 들이 테크놀로지를 효과적으로 활용할 수 있도록 도와 드리기 위하여 관련 리서치를 제공하고 있습니다.  그는 LIMRA 리서치를 확장하기 위하여 선두에 서서 노력을 하고 있으며, 보험산업의 변화에 따른 데이터의 최신정보를 드릴 수 있도록 새로운 방법을 끊임없이 찾고 있습니다.  그는 또한 은퇴시장, 영업, 국제 리서치 프로그램을 리드하고 있습니다.

    그는 매사츄세츠 대학을 졸업하였으며, SOA ( 국제 계리인 협회 ) 회원이며, CFA 회원 입니다.

  • Lisa Tanen-LaFontaine

    Chief Marketing Officer
    LIMRA, LOMA and LL Global

    Lisa joined LL Global as the head of Marketing in early 2016. She oversees the marketing on both the LIMRA and LOMA campuses, supporting a number of internal clients including domestic and international research, assessment and development, education and training, conferences, and member relations. She leads a team of multimedia, public relations, communications, online, strategy, design and social media professionals focused on creating compelling and engaging campaigns to help internal clients get their products, services, and unique solutions in front of the right member companies.

    Prior to joining LL Global, Lisa spent 15 years in the financial services industry, with previous roles including marketing director of retirement plan services at Lincoln Financial Group, vice president of communications strategy at EMPOWER Retirement (formerly J.P. Morgan Retirement Plan Services), and director of participant communications at Prudential Retirement. She holds an M.B.A. in Marketing. 

  • 이안 J. 왓츠

    Senior Vice President and Managing Director,
    International Operations
    LIMRA and LOMA
    Ian Watts joined LIMRA and LOMA in 2013 as senior vice president International Operations. In this role, Watts leads the association operations that help members companies in Asia, Latin America, Africa, and the Middle East achieve their business objectives.

    Prior to joining LIMRA and LOMA, Watts was Global COO at ACE Life International, where he was responsible for day-to-day operations and new business development. He has held CEO positions in India and China for AIG and AIA, and had extensive global experience in the UK, EMEA and Latin America.

    Watts was educated at Loughborough University College, earning a Business Education Council Diploma.
  • Judy Zaiken, CLU, ChFC

    Corporate Vice President and Research Director
    LIMRA Secure Retirement Institute
    Judy Zaiken, CLU, ChFC, is responsible for the development and execution of the LIMRA Secure Retirement Institute research agenda, which covers both institutional and retail businesses.  Recent research has included insights and trends in participant saving, sales benchmark studies, plan sponsor and advisor surveys, market segment studies, and strategic white papers designed to increase understanding on key issues and trends in the retirement market. Prior to joining LIMRA in 2014, she was responsible for annuity product strategy and business development for MassMutual Financial Group.  She also was head of market research for MassMutual’s Retirement Income division and directed the life company marketing organization’s customer research, lead generation and market analytics team.  A career insurance professional, Judy specializes in applying keen market and consumer understanding to the design, packaging and distribution strategies of insurance-based savings and income products. In addition to her CLU and ChFC designations, Judy has been certified as an RMA (Retirement Management Analyst) by RIIA (Retirement Income Industry Association) and an RFG (Registered Financial Gerontologist) by AIFG (The American Institute of Financial Gerontology). She holds an MBA from Western New England University and a BA in Economics from Framingham State University.










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    Catherine Theroux
    Director, Public Relations
    Office: 860-285-7787
    Cell: 703-447-3257
    ctheroux@limra.com


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    Public Relations Consultant
    Office: 860-285-7875
    Cell: 860-371-8638
    eiorillo@limra.com


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