경영자 프로필

David Levenson, DBA, FSA, CFA

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. 

Gina Birchall, LLIF, J.D.

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.

Paul Arrowsmith

President, International Operations

Paul Arrowsmith joined LIMRA and LOMA in 2020 to lead International Operations. In this role, he will help member companies’ divisions in Asia, Latin America, Africa, and the Middle East to achieve their business objectives. Arrowsmith is a life insurance, bancassurance, and retail banking professional with 30 years of experience. He has held several senior leadership positions with leading financial services companies, primarily in Asia. Most recently, he was managing director of the life insurance business for Krungthai AXA, Thailand. In this role, he led efforts to revitalize its bancassurance sales process operations, prepared for the new consumer protection regulations, and refocused the company strategy, positioning it for future growth.

Arrowsmith holds a business diploma from Massey University in New Zealand and is a Distinguished Fellow with the Singapore Institute of Banking and Finance.

Tina Beckwith, M.B.A.

Chief Marketing Officer

Leveraging her extensive brand marketing experience, Tina Beckwith will oversee LIMRA and LOMA’s marketing department, driving strategy and execution across thought leadership, product marketing, brand, communications, and digital marketing that will align with the overall enterprise growth of LIMRA and LOMA. She is responsible for driving member engagement with more than 1,200 LIMRA and LOMA member companies worldwide.

Prior to LIMRA and LOMA, Beckwith held leadership positions at MetLife and Aetna and was most recently the senior vice president of marketing and communications for Beacon Health Options, an Anthem company.

Beckwith has a bachelor’s degree in communications and marketing from Central Connecticut State and an M.B.A. from the University of Hartford.

Philip Brown

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.

John Carroll, MBA

Senior Vice President and Head of Insurance and Annuities – U.S. and Canada

John Carroll began his career at Merrill Lynch and over the course of 20 years held a variety of sales and marketing roles, culminating in Managing Director, Head of Distribution and Co-Head of Merrill Lynch Insurance Group. After Merrill Lynch, he joined Allianz Global Investors (AGI) where he was Chief Operating Officer for AGI Distributors (AGID), their U.S. Broker Dealer, and ultimately Head of U.S. Retail Distribution and served as the Chief Executive Officer of AGID. He joined LIMRA and LOMA from Epoch Investment Partners, an institutional asset management firm, where he was Head of Intermediary Client Relations. He holds a BA in Economics and an MBA from Rutgers University.

Carie Crane, FLMI, ACS, AIRC, ARA

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.

Janine Epright, M.B.A., CPA

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 M.B.A. from the University of New Haven. She is a certified public accountant (CPA) in the state of Connecticut.

Bryan Hodgens, CRC, AIF

Corporate Vice President and Director, Distribution and Retirement & Annuity Research

Bryan Hodgens leads the research teams for distribution and retirement research including annuities. 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.

Michele LaBouff

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.

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

Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions

Sean 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.

, 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

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, Ph.D., MS-IT/MS-CS, MBA, PGC-IQ

Vice President & Chief Information Officer and Regional Chief Executive Officer – Asia West

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, he 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 doctorate in Computer and Information Sciences with a focus on AI and Information Quality from University of Arkansas at Little Rock, and 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

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., LLIF

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.

Kimberly Terranella

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.

, CLU

보험 상품 리서치 담당 매니저

1995년 LIMRA에 입사한 Terry는 개인 보험 상품 리서치 담당 매니저로 활동하고 있으며 생명 보험 및 장애 건강 보험 상품에 관한 각종 리서치 연구들을 감독하고 있습니다. 그녀는 미국 개인 생명 보험 MarketMap 상품 담당 프로젝트 책임자로 활동하고 있으며 이 상품은 지리적인 매출액 추정 정보를 제공합니다. 또한 Terry는 최근의 개인 생명 보험 가입자 태도 설문 조사, 미국 개인 장애 보험 가입자 및 비가입자 설문 조사 등 소비자 리서치 프로젝트를 수행하고 있습니다. 보험 상품 리서치 부서로 발령 받기 전 그녀는 LIMRA 시장 리서치 부서에서 활동했습니다.

Terry는 미국 메릴랜드 대학교(University of Maryland) 마케팅 학부에서 학사 학위를 받았습니다.