Low Interest Rate Executive Task Force

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David Levenson, DBA, FSA, CFA

David Levenson 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. Most recently, 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. 

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Kristin Ricci (SOA)

Kristin is a Partner in Oliver Wyman’s Insurance practice and is based in Washington, D.C. In this role, she advises insurers and other financial services institutions on a range of strategy, risk, and regulatory themes. She graduated summa cum laude from Dartmouth College with an AB in Engineering Sciences and Economics. She joined Oliver Wyman in 2010. Prior to joining Oliver Wyman, she worked at Criterion Economics, a boutique economic consulting firm.

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Scott Campion (SOA)

Scott is a Partner in Oliver Wyman’s Insurance practice. He has spent the past thirteen years consulting to the financial services industry, focusing primarily on life insurance clients. Scott graduated magna cum laude from the University of Pennsylvania and holds bachelors degrees in both Business and Engineering.

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Paul Graham

Paul Graham is Senior Vice President, Policy Development for the American Council of Life Insurers in Washington, D.C., where he is responsible for many legislative and regulatory issues, including all matters accounting and actuarial related, as well as leading ACLI’s research arm. He is an actuary by trade and recently spent a majority of his time as ACLI’s project manager for the principles-based reserves (PBR) and captive reinsurance projects and was also the ACLI’s actuarial lead on 2017 tax reform. Up until March, Paul was spending much of his time working on PBR implementation issues, changes to risk-based capital calculations, and issues related to long-term care insurance rate increases. Since then, he has been ACLI’s project lead on all financial issues brought on by COVID-19. Prior to joining the ACLI in 2001, Mr. Graham served as Vice President and Group Actuary for Phoenix American Life, the group life and health subsidiary of the Phoenix Companies, where he also served as Phoenix American’s Chief Financial Officer and Appointed Actuary. He played an instrumental role in the sale of Phoenix American to GE Financial Assurance in 2000, and subsequently assumed the role of Vice President and Chief Actuary of GEFA’s Employer Services Group. Mr. Graham earned his Fellowship in the Society of Actuaries in 1989 and is a member of the American Academy of Actuaries. He is a summa cum laude graduate of the University of Connecticut, with a B.S. degree in Mathematics and Actuarial Science.