The LIMRA executive leadership team offers strategic vision for the organization as a whole, focused on serving the needs of our members through trusted research, education, and events.
Many of our leaders are industry experts who started their careers in financial services prior to joining LIMRA. Their acute understanding of industry needs positions them to deliver unparalleled value to our member companies.
President and Chief Executive Officer
David Levenson is president and CEO for LIMRA and LOMA. In this capacity, he is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing 700 member organizations across 70 countries.
Prior to joining LIMRA and LOMA, 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.
Chief Operating Officer
Birchall joined LIMRA and LOMA as chief operating officer in 2017. In this role, she is responsible for the organization’s Research and Member Benefits, Professional Development, Talent Solutions, and Convening areas as well as Marketing & Communications, Information Technology, Legal, and Finance departments.
Prior to joining LIMRA and LOMA, Birchall held various positions at The Guardian Life Insurance Company of America. 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, as well as CLU and LLIF designations.
Chief Marketing Officer
Leveraging deep expertise in brand and growth strategy, Tina Beckwith leads the marketing organization for LIMRA and LOMA. She plays a critical role in driving engagement and value for more than 700 member companies worldwide. As Chief Marketing Officer, she is responsible for shaping and executing enterprise-wide strategy across thought leadership, product marketing, brand, communications, and digital marketing - ensuring all efforts support the organizations' overall growth objectives. Within her scope of responsibility, Tina leads LIMRA's Lifetime Income Initiative business to create consumer and distribution awareness of the value annuities provide in securing protected lifetime income during retirement.
Prior to joining LIMRA and LOMA, Tina held senior leadership roles at MetLife and Aetna. Most recently, she served as Senior Vice President of Marketing and Communications at Beacon Health Options, an Elevance company. She holds a bachelor's degree in communications and marketing, as well as an MBA.
Vice President, Professional Development
As the Vice President of Professional Development for LIMRA and LOMA, Carie Crane is responsible for overseeing the planning, development, and support of the educational courses and programs to enhance the quality of human resources in and available to the insurance and financial services industry worldwide. In this role, she works with member advisory groups to determine educational needs and oversees the development of online and instructor-facilitated training courses and professional designation programs to meet those needs.
Crane joined LIMRA and LOMA in 1999 as an Examination Writer and has taken on a variety of roles related to the LIMRA and LOMA's education product development. She holds a Bachelor of Science in English from Troy University and a Master of Arts in professional writing from Kennesaw State University.
Chief Financial Officer
In her role as chief financial officer, Janine Epright is responsible for delivering fiscal management expertise to the entirety of LIMRA and LOMA’s finances, including financial planning and forecasting, management of financial risks, record-keeping, and financial reporting. Joining LIMRA and LOMA in 2021, she also provides analysis of LIMRA and LOMA’s financial strengths and weaknesses while building strategic partnerships with stakeholders to expand LIMRA and LOMA’s role as an invaluable resource to members worldwide.
Most recently, Epright was chief financial officer for the non-profit Mohegan Tribe of Indians of Connecticut and Mohegan Holding Company, where she directed the development and management of financial statements, budgets, financial and cost forecasts, and regulatory filings, as well as multiple annual audits.
Epright has a bachelor’s degree in business administration from Western New England University and an MBA from the University of New Haven. She is a certified public accountant (CPA) in the state of Connecticut.
Senior Vice President and Chief Member Relations and Solutions Officer
Sean Grindall is Senior Vice President and Chief Member Relations and Solutions Officer at LIMRA and LOMA. In this role, he oversees member relations, professional development, industry solutions, marketing, and communications.
Grindall joined LIMRA and LOMA in 2025 after a distinguished 13-year tenure at USAA Life Insurance Company, where he served as Head of External Distribution, Head of Investment and Annuity Products, and Head of Enterprise Advice. With more than 30 years of experience in sales and product leadership, he began his career as an independent insurance agent, wholesaler, and sales manager before advancing to senior leadership roles, including Senior Vice President of PNC Bank’s Investments and Insurance Product Group.
He earned a bachelor’s degree with honors from the College of Wooster, a law degree from the New England School of Law, and completed the Securities Industry Institute program at the Wharton School of Business.
Senior Vice President, Head of Research
Bryan Hodgens is Senior Vice President and Head of Research for LIMRA and LOMA. In this capacity, he develops and executes the research strategy for both the distribution and retirement research programs, focused on providing insights and best practices to address the current and emerging business challenges facing LIMRA members.
Hodgens joined LIMRA in 2022 with more than 25 years of executive experience at companies such as AIG, Wells Fargo Advisors and Asset Growth Partners. Most recently, he was senior vice president and head of LPL Financials’ Retirement Plans and Financial Planning Group.
He earned his Bachelor of Arts degree in economics from Emory University in Atlanta Georgia.
Senior Vice President, Human Resources
Michele LaBouff leads the human resources (HR) department for LIMRA and LOMA. She develops HR strategies that support the company's business goals, which align with its core values, and that deliver on its 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 the organization in 1995, holds a Bachelor of Arts in Psychology from the University of California, Santa Cruz.
Chief Operating Officer, International, LIMRA and LOMA
Bernadette Nadeau is the Chief Operating Officer, International. In this role, she leads a team that supports association members across Asia, Latin America, the Caribbean, Europe, the Middle East, and Africa. Her responsibilities include member services, benefits administration, training content development and delivery, and member engagement.
Bernadette joined the organization in 2001, bringing a background in banking and commercial leasing. With over 20 years of progressive experience at LIMRA and LOMA, she has held various leadership roles that have contributed to her extensive expertise.
She holds an MBA from Western New England University and a BA from Central Connecticut State University.
Vice President, Head of Member Relations & Sales
Bill Nash joined LIMRA LOMRA in early 2026 and leads a team of member relationship directors, member solutions directors, applied research business development and life insurance council relationships that collectively work with over 400 member companies across the United States and Canada.
With more than 30 years of industry sales experience, he most recently served as Senior Vice President and Head of Distribution for MoneyGuard Solutions, Lincoln Financial Distributors. In this role, he led the MoneyGuard sales distribution strategy and managed more than 120 people in external/internal sales responsible for the strategy and execution of the business, working closely with strategic distribution partners, product development, marketing, training, operations, finance, and compliance.
Bill started as an internal wholesaler with Evergreen Investment Services, eventually rising to external wholesaler for Evergreen Funds and ING Variable Annuities. Later in his career he joined Merrill Lynch and was promoted from a District Annuity Specialist to Director/Divisional Sales Manager of the Client Solutions Group responsible for annuities, separately managed accounts, 401ks and IRAs.
Nash holds a bachelor’s degree from Colgate University and was a four-year member of the football team. He has completed the Wharton SIFMA Securities Institute.
Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions
Sean O’Donnell is responsible for developing and implementing LIMRA and LOMA’s member engagement strategy in the U.S. and Canada. He leads a team dedicated to ensuring that members fully leverage the research, benefits, and commercial solutions available. In addition, he is responsible for leading the company’s consulting business, working to help companies apply research and industry expertise to develop strategies for growth.
O’Donnell brings more than 25 years of marketing, sales, research, and organizational and consumer-behavior experience to his current role. Prior to joining, 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 bachelor’s degree and his Master of Business Administration, with concentrations in finance and marketing, from the University of Hartford.
Vice President, Head of Industry Solutions Division
With more than 20 years’ industry experience, Kimberly Terranella joined LIMRA and LOMA in 2023 to lead its industry solutions division. In this role, she is responsible for setting direction, defining objectives, and establishing a long-term vision and strategy for all new and existing talent-related and industry-level solutions. This includes LIMRA’s Anti-Money Laundering training, Trustworthy Selling, selection and assessment tools, FraudShare, Customer Assurance Program, customer experience benchmarking, LIMRA Data Exchange Standards, and compensation surveys.
Terranella holds a Bachelor of Science degree in business administration from Sacred Heart University in Fairfield, Connecticut.
Corporate Vice President, Research Solutions
Phil Brown is responsible for LIMRA and LOMA’s commercial research products and offerings. This includes LIMRA and LOMA’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 and LOMA 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.
Assistant Vice President and Director of Annuity Research
In 2024, Golembiewski became the director of LIMRA’s annuity research program. In this capacity, he leads the team responsible for LIMRA’s annuity benchmark sales studies, as well as all annuity trending and insights research. Prior to 2024, he was senior director of LIMRA’s strategic research program, leading the research efforts on key enterprise-wide initiatives, including the direct-to-consumer market, industry scenario planning, and a targeted program of hot topic insights for members.
Golembiewski has more than 25 years of experience in strategic research and competitive intelligence at leading insurance organizations including Prudential Financial, The Hartford, and the American Council of Life Insurers (ACLI). He holds a Bachelor of Arts in Economics from Connecticut College.
Corporate Vice President, Applied Research Solutions
Lai-Sahn leads a team of research consultants responsible for consulting with clients to design creative and valid research approaches that will uncover actionable insights into changing market dynamics and help clients maximize opportunities to meet their business goals. She manages a strategic program of custom and consortia research and thought leadership that addresses important industry issues.
Before her current position, Lai-Sahn directed LIMRA’s Insurance Markets research program of benchmark surveys and discovery research, with a focus on key consumer segments.
Prior to joining LIMRA and LOMA, Lai-Sahn was vice president of Market Research at Spring Consulting Group, an Alera Group Company, where she led research, product development, and process improvement engagements for carriers and large employers, and was a financial representative with Northwestern Mutual. Lai-Sahn holds a Bachelor of Science degree in Corporate Finance and Accounting from Bentley University and earned the Associate in Risk Management (ARM).
Corporate Vice President, LIMRA Research Data Services
Marianne Purushotham is responsible for LIMRA and LOMA’s data analysis and statistical modeling functions including applications of predictive analytics to life and health insurance industry problems. She also manages LIMRA and LOMA’s strategic research partnership with the Society of Actuaries which includes studies of industry experience related to various insurance product lines.
Prior to her current position, Purushotham worked in both insurance company and actuarial consulting roles where her areas of specialization included pricing, valuation, financial reporting, assumption review, and experience analysis for life, annuity and health products.
Purushotham holds a Bachelor of Arts in Mathematics from Middlebury College and a Master of Science in Applied Mathematics from Virginia Polytechnic Institute.
Corporate Vice President, Director of Workplace Benefits Research, LIMRA and LOMA
With more than 25 years of strategic, creative, and actionable custom market research, both domestic and global, Rafferty joined LIMRA and LOMA in August 2025. In her role as workplace benefits research director, she develops the strategic vision and direction of the program and leads the team that implements it. Before joining LIMRA, Rafferty held research positions at Transamerica, Prudential, and most recently, Morgan Stanley. Rafferty has a Bachelor of Science in Marketing from St. John’s University in Jamaica, Queens.
Principal Consultant
Alison Salka joined LIMRA in 2012 and led the member benefits and research division from April 2014 until April 2024. She was responsible for driving the strategy and direction of its global research program. As principal research consultant, she is focused on thought leadership designed to help companies better understand industry issues and trends. She is a frequent industry speaker and has testified before the Department of Labor. Before joining LIMRA, she worked at Prudential and MassMutual. She has a Master’s degree from the College of William and Mary and Ph.D. from Vanderbilt University.
Corporate Vice President, Director of LIMRA Insurance Research
Karen Terry leads the Individual Product Research team, developing and implementing LIMRA's research program for individual life, disability long-term care and critical illness insurance products in the U.S. and Canada. Under her guidance, her team provides competitive intelligence on product design, customer demographics, industry sales trends and forecasts for the North American individual insurance markets. With over 25 years of insurance product and consumer research experience, Karen is a leading industry expert on industry performance measures to LIMRA staff, member companies, and the media.
She earned her Bachelor of Science in marketing from the University of Maryland.