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Governance Tier 2

Executive Profiles

  • Robert A. Kerzner, CLU, ChFC

    总裁、首席执行长
    LIMRA, LOMA and LL Global, Inc.

    作为LIMRA, LOMA和其母公司LL Global 的总裁和首席执行官,Bob Kerzner先生领导着世界最大的寿险和金融服务业的协会机构。该机构拥有会员公司1200多家,分布在70多个国家和地区。Kerzner 先生领导了LIMRA与LOMA两家协会合并的全过程。两家机构于2008年1月1日正式合并。

    Kerzner 于 2004 年 10 月担任 LIMRA 的领导职位。在此之前,他自 1974 年起一直在美国哈特福德金融服务公司的外勤销售和管理工作了 20 年。其后调任为公司总部副总裁和个人人寿保险销售主管。他曾升任为高级副总裁,后来又任执行副总裁和个人人寿部门的主管。在他的领导下,人寿部门创造了猛劲的收益和销售增长。

    Kerzner 毕业于中康涅狄格州立大学。

  • James W. Kerley, LLIF

    总裁
    LL Global Services, Inc.

    Jim Kerley 于 2007 年 7 月 1 日出任 LIMRA Services, Inc. 的总裁职位,负责 LIMRA 销售和产品领域。Jim 在金融服务业拥有超过 38 年的专业经验,担任过经理、领导、咨询师和顾问工作。他有近 25 年的时间在 New England Financial 负责高级营销和销售管理工作,并与银行业内建立了新英格兰的首例人寿保险行销关系。Jim 曾是 Trinity Communications 的创始合伙人。在他任职期间,Trinity Communications 成为新英格兰的第七大营销传讯公司。

  • 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.
  • Larry Hartshorn

    公司副总裁兼国际调研、会员业务总经理
    LIMRA 和 LOMA
    Hartshorn先生于2015年加入LIMRA,担任公司副总裁兼LIMRA国际调研、会员业务总经理,负责北美以外所有地区的客户发展、开拓与联络,以及国际的行业调研。 加入LIMRA之前,Hartshorn先生曾担任Aetna大中华地区的高级总经理,常驻中国上海,负责Aetna在大中华地区的战略规划、政府关系及业务开拓。在此之前,他在Aetna的美国总部、中东地区、非洲的分支机构工作。在美国,Hartshorn先生领导了多项由政府和企业赞助的大型调研项目。Hartshorn先生毕业于俄亥俄州立大学,拥有工程学士学位和公共行政硕士学位。
  • Lucian T. Lombardi, ASA

    副总裁,产品和分销调研

     

    Lombardi 指导 LIMRA 的分销和战略调研计划。分销调研计划是追踪各种用于销售保险和金融服务的交付渠道中的趋势。通过战略调研计划可剖视对行业造成影响的新焦点。他于 1977 年加入 LIMRA 担任调研协理员,最近被委任为副总裁和主管。Lombardi 经常就营销问题、行销职酬企划和产品发展撰写文章和发表言论。他是美国营销协会和精算学会会员。

    Lombardi 获得了圣三一学院(康涅狄格州的哈特福德)的数学硕士一等学位。

  • Sean F. O'Donnell

    Vice President, Member Relations & 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.

  • Kathryn N. Reid

    Vice President, Assessment & 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.

  • Todd A. Silverhart, 博士

    助理副总裁和主管,营销和分销科技调研

     

    Silverhart 负责开发和指导 LIMRA 的科技调研项目,专注于将科技应用到营销和分销金融服务产品。Having 于 1988 年加入 LIMRA,他之前在 LIMRA 的评估对策组进行分类业务员和外勤经理的甄选调研、咨询和产品开发。他于 2001 年被委任当前职位。

    Silverhart 毕业于米德尔伯里学院(以优等生身份取得心理学高荣誉学士学位),并获得了奥多明尼昂大学的工业/组织心理学博士学位。他是美国心理学协会、美国心理学学会及工业和组织心理学学会的成员。

  • Elaine F. Tumicki, CLU,ChFC,LLIF

    公司副总裁,产品调研

     

    Tumicki 指导 LIMRA 的产品调研组,该组负责有关个人和团体人寿、健康、伤病和长期护理产品的调研。产品调研组持续进行了有关销售、持保率和产品设计的调研,以及相应 LIMRA 不同客户的需求而做的营销研究和公司作业研究。

    Tumicki 还成为 LIMRA 职员、成员公司和媒体在行业表现评量方面的来源。她是 LIMRA 的个人人寿保险调研小组和 DI/LTC 委员会的职务代表,并在各种其他委员会和调研小组之间起联络作用。Tumicki 于 1980 年加入 LIMRA,2003 担任当前职位。她毕业于康涅狄格大学。

  • Ian J. Watts

    高级副总裁兼国际业务总经理
    LIMRA 和 LOMA
    Watts先生是LIMRA/LOMA国际业务的总经理,领导两个组织帮助亚洲、拉丁美洲、非洲和中东地区会员公司的业务发展。 在2013年加入LIMRA/LOMA之前,Watts先生担任ACE寿险公司全球业务的首席运营官,负责公司常规业务的日常运作和新业务的开拓。在此之前,Watts先生担任过AIG和AIA在中国和印度的首席执行官。Watts先生还有在香港、中东和拉丁美洲的工作经历,具备充分的国际视野,并非常熟悉亚洲和中国的保险市场。Watts先生毕业于拉夫堡(Loughborough)大学,拥有商业教育理事学位。
  • 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.