El equipo de ejecutivos de LIMRA ofrece una visión estratégica para la organización y se centra en satisfacer las necesidades de los miembros a través de investigaciones confiables, formación y eventos.
Muchos de nuestros líderes son expertos en la industria que iniciaron sus carreras en los servicios financieros antes de unirse a LIMRA. Su profundo conocimiento de las necesidades del sector les permite aportar gran valor a las compañías que son miembros.
Presidente y CEO
David Levenson es el presidente y CEO de LIMRA, LOMA y LL Global, Inc. Su responsabilidad es liderar la asociación más grande del mundo de compañías de servicios financieros y de seguros de vida, representando a más de 1200 compañías de servicios financieros en 60 países alrededor del mundo. Anteriormente, Levenson fue director de Edward Jones y formó parte del comité de gestión de 2015-2018. Fue responsable de todos los productos distribuidos a través de su red de 17.000 asesores en Estados Unidos y Canadá. Antes de trabajar con Edward Jones en 2012, Levenson fue Presidente de administración patrimonial de The Hartford Financial Services Group y responsable de los negocios de anualidades individuales, vida individual, fondos mutuos y planes de jubilación de la compañía. También se desempeñó como Presidente y CEO de Hartford Life, KK en Tokio, donde fue responsable de liderar al mayor proveedor de anualidades en Japón.
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 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 College and a BA from Central Connecticut State University.
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.
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.
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 M.B.A. from the University of New Haven. She is a certified public accountant (CPA) in the state of Connecticut.
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.
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.
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.
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.
Senior Director Strategic Initiatives
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).
Vicepresidente Corporativo y Director de Investigación de Beneficios en el Lugar de Trabajo
Patrick T. Leary, M.B.A., LLIF es Vicepresidente Corporativo y Director de Investigación de Beneficios en el Lugar de Trabajo para LIMRA y LOMA. En su función, Leary lidera un equipo de profesionales de beneficios en el lugar de trabajo responsables de realizar investigaciones sobre los productos, los mercados y la distribución de una amplia gama de beneficios para empleados, de vida, de salud y relacionados. Esta área examina una vasta gama de fuerzas de venta directas/propias y estratégicas de distribución tercerizada, con foco en los aspectos económicos de la distribución, prácticas organizacionales y tendencias de mercado a medida que estos canales evolucionan. Antes de asumir su actual función, Leary dirigió la unidad especializada en Distribución y, antes de eso, fue miembro del equipo de investigación de LIMRA en seguro colectivo. Colaborador de LIMRA desde 1989, Leary es bachiller de la Hartwick College y posee un M.B.A. de la Universidad de Connecticut. En 2012 obtuvo la designación LLIF del curso Leadership Institute Fellow de LIMRA.
Actuario de investigación
Marianne Purushotham, quien se integró a LIMRA en 2000, trabaja en investigación de productos de seguros de vida personales y de discapacidad. Ella es responsable de los estudios de persistencia de seguros de vida personales, ingresos por discapacidad y protección a largo plazo, además del diseño e investigación de desarrollo de diversos productos.
Antes de integrarse a LIMRA, Purushotham pasó ocho años en el desarrollo de productos de seguros de vida personales y rentas vitalicias, y reportes financieros en New England Financial en Boston. Además, estuvo dos años en MassMutual, donde fue responsable de la generación de reportes financieros y valuación de ingresos por discapacidad personales. Purushotham obtuvo su Licenciatura en Matemáticas de Middlebury College y su Maestría en Matemáticas aplicadas de Virginia Polytechnic Institute. Es miembro de la Sociedad de Actuarios.
Vice Presidenta Senior y Directora de Investigación
Alison Salka se integró a LIMRA en 2012 y es responsable de la determinación e implementación de la estrategia y dirección de su programa de investigación global. Trabaja con un equipo de más de 85 investigadores y otros profesionales en la División de Investigación de LIMRA, que lleva a cabo investigaciones sobre consumidores, estudios de estándares de comparación (benchmarking), enfocados en ayudar a las compañías afiliadas a LIMRA y los jugadores de la industria financiera a entender mejor su problemática y tendencias en el mundo de seguros. También es directora del Instituto de Retiro Seguro de LIMRA y LOMA. Anteriormente dirigió el equipo de investigación sobre el retiro e inteligencia competitiva en Prudential y fue directora de investigación para el retiro y análisis de negocios en MassMutual. Tiene una Maestría y un Doctorado.
Vicepresidente Corporativo y Director, de Investigación en Tecnología, Marketing y Distribución y Investigación de Mercado
Silverhart es responsible de dirigir los programas de investigación de Tecnología y de Mercados. Supervisa y conduce estudios a nivel de prácticas de compañía e investigación de consumidor, también es autor de artículos enfocados a ayudar a las compañías miembros de LIMRA a comprender y desarrollar el uso de tecnología para mercadear y distribuir productos de servicios financieros. El también tiene responsabilidad de administrar al grupo de investigadores que examinan el mercadeo de productos de riesgo y acumulación y servicios al consumidor. Este programa se enfoca en el mercado de negocio como también el mercado medio y emergente de segmentos del consumidor. Frequentemente un expositor de la industria y autor , también sirve como representante el Comité de Investigación de Mercado de LIMRA y del e-Business CRM y grupo de estudios de distribución de gerencia y tecnología.
Se incorporó en LIMRA el 1988, Silverhart previamente sirvió en la unidad de Evaluación y Desarrollo de LIMRA, donde condujo investigación de productores y gerentes de campo, consultación y desarrollo de productos.
Es graduado de Middlebury College y recibió su Ph.D. en Psychología industrial y organizacional de la Universidad de Old Dominion.
Gerente, Investigación de Productos
Terry, quien se integró a LIMRA en 1995, es gerente del área de investigación de productos personales y supervisa diversos estudios de investigación sobre seguros de vida y discapacidad, además de seguros de salud. Es la directora de proyectos para el producto Individual Life MarketMap de EE.UU., el cual proporciona estimaciones de ventas geográficas. Terry dirige además proyectos de investigación de consumidores, como la reciente encuesta de actitudes del comprador de seguros de vida personales y la encuesta de compradores y no compradores de seguros de discapacidad personal de EE.UU. Antes de integrarse al Área de Investigación de Productos, trabajó en el Área de Investigación de Mercados de LIMRA.
Terry obtuvo su Licenciatura en Marketing de University of Maryland.