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。
行政領導
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。
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.
Bernadette Nadeau
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.
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.
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, AIF
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.
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.
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.
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.
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.
