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高階主管簡介

LIMRA 高階主管團隊為組織提供整體戰略展望,著重於透過值得信賴的調研、教育和活動來滿足會員公司的需要。 

我們的許多高階主管都是來自產業的專家,在加入 LIMRA 前便已有豐富的金融服務產業經驗。他們清楚瞭解產業需要什麼,因此能對我們的會員公司提供無與倫比的價值。 

David Levenson, CFA,FSA

總裁兼首席執行官

David Levenson是LIMRA、LOMA和LL Global的總裁兼首席執行官。在這個重要的職位上,他負責領導當今世界人壽保險業和金融服務業最大的行業協會,這個行業協會代表了64個國家的1300多家金融服務公司。

在就任上述職位之前,Levenson先生是美國第五大金融服務公司Edward Jones的負責人之一,從2015至2018年一直是該公司管理委員會的成員,負責美國和加拿大行銷網路中的17,000名理財顧問,推銷所有的產品。在2012年之前,Levenson先生是Hartford Financial Services金融服務集團的財富管理總裁,負責個人年金、個人壽險、共同基金、和退休計畫的業務。他也曾在日本東京都的Hartford壽險總部擔任總裁兼首席執行官,負責領導日本最大的年金公司。

Levenson先生擁有賓夕法尼亞大學沃頓商學院的理學學士學位、哥倫比亞商學院的工商管理碩士學位、以及日本東京一橋大學國際企業戰略學院的工商管理博士學位。

LIMRA、LOMA和LL Global

Gina Birchall, J.D., LLIF, CLU

Chief Operating Officer

Gina Birchall joined LL Global 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 Industry Solutions as well as Marketing, Information Technology, Legal, and Accounting departments. 

Prior to joining LL Global, 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.

LIMRA, LOMA and LL Global, Inc.

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,退休研究

Drinkwater 於 1999 年加入 LIMRA,負責 LIMRA Retirement Research Center (退休研究中心) 的老年市場研究計劃。其主要職責包括,調查人們如何計劃和經歷退休、如何使用金融服務產業來管理風險和實現其退休目標,以及金融服務公司如何能夠最好地滿足退休人員和即將退休人員的需要。

此重點促成了幾個主要研究,如退休計劃、退休收入管理以及消費者聽取建議的偏好等。Drinkwater 參與了數個退休金和退休計劃研究專案,包括 401(k) 計劃中的轉存市場和支出選擇權研究。他還負責 LIMRA Retirement Resource Center (退休資源中心) 的產品開發,並擔任 Retirement Income Roundtable (退休收入圓桌會議) 的職員代表。

他在年金方面的研究包括對產品功能、購買者和所有者特性,以及續保率的深入研究。此外,Drinkwater 還主持每季 U.S. Annuity Persistency (美國年金續保率) 調查,並且負責產業銷售預測以及個人年金市場銷售和資產的年金化評估報告。

Drinkwater 於 1993 年畢業於三一學院 (康乃迪克州,哈特福特),並於 1998 年取得了布朗大學的心理學博士學位。

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, 企業管理碩士

助理主管,分銷研究

Leary 於 1989 年加入 LIMRA,負責管理 LIMRA 的分銷研究部門。此部門主要研究各種銷售通路,包括附屬代理和獨立代理、金融機構、工地、經紀商和直銷。該研究計劃關注分銷經濟、這些渠道中的保險人行為,以及形成這些渠道時的市場趨勢。Leary 同時是 LIMRA 的 Worksite Marketing Study Group (職場行銷研究小組) 和 LIMRA 的 Call Center Forum (客戶服務中心論壇) 的職員代表。Leary 在擔任其目前職位之前,負責管理 LIMRA 的 Specialty Distribution (特色分銷) 部門,在那之前是 LIMRA 團體保險研究團隊的成員。

Leary 擁有哈特威克學院的學士學位和康乃迪克大學的企業管理碩士學位。

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

研究精算師

Purushotham 於 2000 年加入 LIMRA,負責個人壽險和失能保險產品研究。她負責個人壽險、失能所得和長期照護續保率研究以及各種產品的設計和開發研究。

加入 LIMRA 之前,Purushotham 在波士頓的 New England Financial 工作了 8 年,負責個人壽險和年金產品的開發以及財務報告。她另在 MassMutual 工作了兩年,她在該公司負責個人失能所得財務報告和評估工作。Purushotham 擁有密德貝利學院的數學學士學位以及維吉尼亞理工學院的應用數學碩士學位。她是 Society of Actuaries (北美精算學會) 的成員。

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

助理副總裁和主管,銷售和分銷技術研究

Silverhart 負責發展和主導 LIMRA 的技術研究計劃,著重在銷售和分銷金融服務產品技術的應用。Silverhart 於 1988 年加入 LIMRA,之前他在 LIMRA Assessment Solutions Group (評估解決方案小組) 工作,他在該小組從事各類業務員和外勤主管的甄選研究、諮詢和產品開發。他於 2001 年獲任目前的職位。

Silverhart 以優異的心理學成績自密德貝利學院畢業,並取得了老道明大學的工業/組織心理學博士學位。他是 American Psychological Association (美國心理學協會)、American Psychological Society (美國心理學學會) 以及 Society for Industrial and Organizational Psychology (產業和組織心理學學會) 的成員。

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