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高阶主管简介

LIMRA 高阶主管团队为机构提供整体战略展望,着重于通过值得信赖的调研、教育和活动,满足会员的需要。 

我们有许多高阶主管都是行业专家,在加入 LIMRA 前便已有丰富的金融服务行业经验。他们清楚了解行业需要的是什么,因此能对我们的会员公司提供无可比拟的价值。 

总裁兼首席执行官

David Levenson是LIMRA、LOMA和LL Global的总裁兼首席执行官。在这个重要的职位上,他负责领导当今世界人寿保险业和金融服务业最大的行业协会,这个行业协会代表了64个国家的1300多家金融服务公司。

在就任上述职位之前,Levenson先生是美国第五大金融服务公司Edward Jones的负责人之一,从2015至2018年一直是该公司管理委员会的成员,负责美国和加拿大营销网络中的17,000名理财顾问,推销所有的产品。在2012年之前,Levenson先生是Hartford Financial Services金融服务集团的财富管理总裁,负责个人年金、个人寿险、共同基金、和退休计划的业务。他也曾在日本东京都的Hartford寿险总部担任总裁兼首席执行官,负责领导日本最大的年金公司。

Levenson拥有宾夕法尼亚大学沃顿商学院的理学学士学位、哥伦比亚商学院的工商管理硕士学位、以及日本东京一桥大学国际企业战略学院的工商管理博士学位。

Gina Birchall, J.D., CLU, LLIF

Chief Operating Officer

Birchall joined LIMRA as chief operating officer in 2017. In this role, she is responsible for LIMRA’s and LOMA’s legal and accounting departments, information technology, and the facilities division in Windsor. Birchall also is charged with working across the organization to help implement many of the ongoing entity-wide initiatives to improve efficiencies and processes. Since 1998, Birchall held various positions at Guardian Life Insurance Co. Most recently, she was vice president, leading strategic 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.

LIMRA and LOMA

Philip Brown

Managing Director, Commercial Research

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.

LIMRA

Carie Crane, FLMI, ACS, AIRC, ARA

Vice President, Professional Development

As the vice president of professional development for 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 LOMA in 1999 as an examination writer and has taken on a variety of roles related to the LOMA's education product development. She holds a B.S. in English from Troy University and an M.A. in professional writing from Kennesaw State University.

LOMA

Matthew Drinkwater, 博士,FLMI,PCS

助理主管,退休调研

Drinkwater 于 1999 年加入 LIMRA,领导在 LIMRA 退休调研中心中进行的长者市场调研计划。他的主要职责包括调查人们如何计划退休和体验退休、他们如何使用金融服务行业来管理风险并达到退休目标、以及金融服务公司如何才能够最大程度地满足退休人士和临近退休人士的需要。

这种关注引发了很多主要研究课题,包括退休规划、退休收入管理以及客户接受建议的偏好。Drinkwater 曾参与过一些养老金和退休计划调研项目,包括 401(k) 计划中的滚存投资市场和发放选项的研究。他还参与 LIMRA 的退休咨询中心的产品开发,并担任退休收入会议的职务代表。

他对养老金所做的调研围绕着产品特性、购买者和持有人特征以及持保率作深入研究。此外,Drinkwater 还指导每季度的美国养老金持保率调查,并负责行业销售预测和养老金估算,它们针对报告 Individual Annuity Market Sales and Assets(《个人养老金市场销售和资产》)。

Drinkwater 1993 年毕业于圣三一学院(康涅狄格州的哈特福德),并获得了布郎大学的心理学博士学位。

Michele LaBouff

Senior Vice President, Human Resources

Michele LaBouff leads the human resources (HR) department for LL Global. 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 the organization in 1995, holds a Bachelor of Arts in Psychology from the University of California, Santa Cruz.

LIMRA, LOMA and LL Global

Patrick T. Leary, M.B.A.

副主管,分销调研

Leary 于 1989 年加入 LIMRA,监督 LIMRA 的分销调研部门。该部门专注于研究广泛的分销渠道,包括附属和独立的代理、金融机构、职场、经纪分销商和直销。调研计划着眼于分销的经济益效、分销渠道的作业及其处变的市场趋势。Leary 还担任 LIMRA 的职场营销调研小组和 LIMRA 的电话行销中心论坛的职务代表。在他担任当前职位之前,Leary 曾管理 LIMRA 的专营分销部,而在这之前,他曾是 LIMRA 的团体保险调研组的成员。

Leary 获得了哈特威克学院的学士学位,以及康涅狄格大学的工商管理硕士学位。

Sean F. O'Donnell

Vice President, Member Relations and Consulting

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.

LIMRA

, FSA

调研精算师

Purushotham 于 2000 年加入 LIMRA,从事个人人寿和伤病产品调研。她负责个人人寿、伤病收入和长期护理持保率研究,以及各种产品设计和开发调研。

加入 LIMRA 之前,Purushotham 在波士顿的 New England Financial 从事了八年个人人寿、年金产品开发和财务报告。她还在 MassMutual(万通保险)工作过两年,在该公司她负责个人伤病收入的财务报告和估值职能。Purushotham 拥有米德尔伯里学院的数学学士学位,以及弗吉尼亚理工学院的应用数学硕士学位。她是精算学会的成员。

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.

LIMRA

Kartik Sakthivel, MS-IT/MS-CS, M.B.A.

Chief Information Officer

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.

LIMRA, LOMA and LL Global

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.

LIMRA

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。

Mark Singleton

Head of Industry Solutions and Chief Financial Officer

Mark Singleton joined LL Global in 2020 as the new head of Industry Solutions and chief financial officer (CFO). As head of LL Global’s industry solutions program, Singleton will work with members to identify new ideas to help address common issues, and build and execute the go-to-market strategies. He will also oversee the overall operations for LL Global’s conferences and meetings (both virtual and in-person), to ensure consistency and enhanced member value. As CFO, he will oversee the development of finance strategies to support LL Global’s broader Compass 2025 strategic roadmap.

Singleton has more than 30 years of leadership experience in finance, distribution, and operations roles with a number of life and annuity carriers. Most recently, Singleton was president and chief executive officer (CEO) of 5Star Life Insurance Company, the life insurance carrier for the Armed Forces Benefit Association.

Singleton has a bachelor’s degree in business administration from the University of Baltimore. He became a certified public accountant (CPA) in the state of Maryland, and has earned LOMA’s designation of Fellow, Life Management Institute (FLMI).

LIMRA, LOMA, and LL Global

Lisa Tanen-LaFontaine, M.B.A.

Chief Marketing Officer

Lisa joined LL Global as the head of Marketing in early 2016. She oversees the marketing efforts across the organization, 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. 

LIMRA, LOMA and LL Global