Teams at Penn Mutual

Leads registered principals overseeing brokerage, advisory, mutual fund, and variable product account-opening reviews. Ensures suitability, KYC/AML, supervisory, regulatory, and eligibility standards are consistently applied. Manages escalations, quality assurance, controls, training, metrics, audits, regulatory exams, and continuous improvement initiatives while partnering with Operations, Compliance, Legal, and Risk.

Leads enterprise Microsoft 365 architecture, engineering, security, governance, migrations, and operational reliability. Owns Exchange Online, Teams, SharePoint, OneDrive, Power Platform, Copilot, identity integrations, automation, compliance, monitoring, incident response, and service health. The role also drives Zoom-to-Teams migration, modern workplace enablement, technical standards, and roadmap decisions while mentoring engineers and administrators in a regulated enterprise environment.

Performs actuarial calculations and analyses across product development, financial management, reserving, experience studies, risk management, reporting, and regulatory requests. Investigates data and assumption issues, prepares reports and presentations, supports audits and research, and improves actuarial processes using emerging technologies and AI-enabled tools. Collaborates with Accounting and Operations while progressing toward ASA and FSA designations.