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Executive Profiles

  • David Levenson, DBA, FSA, CFA

    President and Chief Executive Officer
    LIMRA, LOMA, and LL Global

    David Levenson is president and CEO for LIMRA, LOMA and LL Global. In this capacity, he is responsible for leading one of the world’s largest association of life insurance and financial services companies, representing more than 1300 financial services companies across 64 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. 

  • Gina Birchall, J.D., LLIF, CLU

    Chief Operating Officer
    LIMRA, LOMA and LL Global, Inc.

    Gina Birchall joined LL Global as chief operating officer in 2017. In this role, she is responsible for LIMRA’s and LOMA’s legal and accounting departments, information technology, marketing, talent solutions, and member relations. Birchall also is charged with working across the organization to help implement many of the ongoing entity-wide projects to improve efficiencies and processes.

    Since 1998, Birchall held various positions at Guardian Life Insurance Co.  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.

  • Jeffrey Hasty, FLMI, ACS

    Senior Vice President, Assessment, Development, and Best Practices
    LIMRA, LOMA and LL Global

    As a senior vice president, Jeff Hasty is responsible for LIMRA’s and LOMA’s conference division, providing development and networking opportunities to the collective membership. He serves as the corporate secretary for LL Global. He also leads LOMA’s management solutions operation, which provides tools and solutions to help members companies improve their operational effectiveness s through state-of-the-art assessment, learning & development, performance management benchmarking tools, and industry committees.

    A graduate of the Penn State University/LOMA executive development program, Hasty holds a Bachelor of Business Administration from Kennesaw State University in Georgia.  

  • James W. Kerley, LLIF

    Chief Membership Officer
    LIMRA and LOMA

    Jim Kerley is chief membership officer for LIMRA and LOMA, responsible for member relationship management for the 450 U.S. and Canadian members. He is also a member of the LL Global executive team that leads LIMRA and LOMA. Kerley brings more than 40 years of professional experience serving the financial services industry as manager, leader, consultant and advisor. He spent nearly 25 years with New England Financial, now part of MetLife, in senior marketing, professional development and sales management roles. He implemented New England’s first life insurance marketing relationships within the banking sector.

    Over the years, Kerley has consulted with and trained thousands of sales managers and professional insurance advisors in areas of sales training, business development, client needs analysis, market segmentation, sales communications, lead generation and local market awareness building. 

  • Michele LaBouff

    Senior Vice President, Human Resources
    LIMRA, LOMA and LL Global

    Michele LaBouff leads the human resources (HR) departments for both LIMRA and LOMA. 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 LOMA in 1995, holds a Bachelor of Arts in Psychology from the University of California, Santa Cruz.

  • Kathy Milligan, FLMI, ACS, ALHC

    Senior Vice President, Education and Training
    LOMA

    As Senior Vice President, Education and Training for LOMA, Kathy Milligan is responsible for planning and ensuring the development and implementation of educational courses, programs, and products to enhance the quality of human resources in and available to the insurance and financial services industry worldwide. In this role she works with key industry groups and LOMA members to determine educational needs and oversees the development of online, print-based, and instructor-facilitated training courses and materials to meet those needs.

    Milligan received a Bachelor of Arts degree from Georgia Southern University. She is a graduate of LOMA’s Executive Development Program and has earned the Fellow, Life Management Institute (FLMI) designation, the Associate, Customer Service (ACS) designation, as well as the Associate, Life and Health Claims (ALHC) designation.

  • Lisa Tanen-LaFontaine, M.B.A.

    Chief Marketing Officer
    LIMRA, LOMA and LL Global

    Lisa joined LL Global as the head of Marketing in early 2016. She oversees the marketing on both the LIMRA and LOMA campuses, 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. 

  • Kartik Sakthivel, M.B.A.

    Chief Information Officer
    LIMRA, LOMA and LL Global

    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.