CEFLI Key Contacts
CEFLI maintains a team of committed professionals dedicated to serving the needs of the life insurance industry's compliance and ethics professionals.
Donald J. Walters
President & CEO
240-744-3027 | Email
Don Walters serves as the President & CEO of CEFLI. Working with the CEFLI Board of Directors and CEFLI's staff, Don reviews and implements appropriate strategies to allow CEFLI to fulfill its mission to serve the needs of the life insurance industry's compliance and ethics professionals. Don has over 30 years of professional experience in the financial services sector in the securities and life insurance industries and has served previously in various capacities with other life insurance industry trade associations including the American Council of Life Insurers (ACLI) and the Insurance Marketplace Standards Association (IMSA).
Don holds a Bachelor of Music (BM) and Master of Music (MM) degrees and a Master of Business Administration (MBA) degree from the University of Arizona. Don also holds a Juris Doctor (JD) degree from The Columbus School of Law at The Catholic University of America in Washington, DC.
Don's personal interests include marathon running, college basketball and jazz.
John N. Travagline, CRCP
Chief Compliance and Operations Officer
215-321-3982 | 240-744-3023 | Email
John Travagline serves as CEFLI's Chief Compliance and Operations Officer where he manages key CEFLI activities including CEFLI's educational webinar series and various CEFLI committees. John brings to CEFLI over 20 years of experience with a major life insurance company with seventeen of those years as a compliance officer. John's strong insights and professional expertise help CEFLI to meet the needs of the life insurance industry's compliance and ethics professionals.
John's personal interests include coaching his children’s sports teams and surf fishing.
Director of Research, Membership & Events
240-744-3025 | Email
Margie Lopez serves as CEFLI's Director of Research, Membership & Events. In this capacity, Margie is responsible for developing research on key issues of interest to the life insurance industry's compliance and ethics professionals and posting relevant information to CEFLI's website. In addition, Margie also maintains CEFLI's membership relationships and coordinates all CEFLI events including CEFLI's Summit Meetings and Compliance & Ethics Symposium. Margie brings to CEFLI over 20 years of life insurance industry trade association experience.
Director of Information Services
240-744-3024 | Email
Alex Herrera-Davila serves as CEFLI's Director of Information Services where he maintains primary responsibility for the successful operation of CEFLI's Clearinghouse. Alex also explores innovative ways to make smart use of technology to provide timely and relevant information of interest to CEFLI's membership. Alex brings to CEFLI over 20 years of information technology and life insurance industry trade association experience.
Alex's personal interests include mountain biking, cooking and photography.
Executive Assistant and Office Manager
240-744-3026 | Email
Nancy Perez serves as CEFLI's Executive Assistant and Office Manager where she provides staff support for CEFLI management and organizes and monitors day-to-day office activities. Nancy brings to CEFLI over 30 years of life insurance industry trade association experience.