Structured intelligence coverage

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Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
11 supported by public sources, 0 supplied by the profile owner
Committee roles
Not establishedNo committee role is currently confirmed by the cited sources
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Experienced financial services executive with substantial experience in corporate finance and mortgage banking. Previously served as head of quantitative research team at BlackRock Solutions. Holds B.A. in economics and computer science from Columbia University.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Executive appointments

Governance

Board appointments, committee responsibilities and disclosed relationships.

Committee appointments across companies · Temporarily unavailable

Structured records for this section are unavailable. This does not establish that no records exist. Published profile sources remain in Evidence & History.

Connections

Explore the roles, education and affiliations published in this record.

PennyMac Financial Services, Inc.

Open PennyMac Financial Services, Inc. profile →

Senior Managing Director and Chief Financial Officer at PennyMac Financial Services, Inc.

Start not stated → End not stated

current · source reported

Observed: 2026-09-25

PennyMac Financial…PennyMac Financial Services, Inc.Daniel S. Perotti

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec FilingPMTW DEF 14A executive officersSupports AI and ML experience, Cybersecurity experience, Executive company, Executive title, Technology background.Open sourceSource 2 · Sec FilingPFSI DEF 14A executive officersSupports Executive company, Executive title.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:daniel-s-perotti
Record version
public-0

Published evidence records

9 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.

  1. PMTW DEF 14A executive officers

    sec filing · Source published: Apr 21, 2026 · Retrieved: Jul 28, 2026

    Supports 5 claims
    • AI and ML experience: AI and machine learning experience reported in filings · Claim reviewed: May 16, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Executive company: Executive at PennyMac Mortgage Investment Trust · Claim reviewed: Jul 28, 2026
    • Executive title: Executive title: Senior Managing Director and Chief Financial Officer · Claim reviewed: Jul 28, 2026
    • Technology background: Technology background reported in filings · Claim reviewed: May 16, 2026

  2. PMT-PA DEF 14A executive officers

    sec filing · Source published: Apr 21, 2026 · Retrieved: Jul 28, 2026

    Supports 2 claims
    • Executive company: Executive at PennyMac Mortgage Investment Trust · Claim reviewed: Jul 28, 2026
    • Executive title: Executive title: Senior Managing Director and Chief Financial Officer · Claim reviewed: Jul 28, 2026

  3. PMT-PB DEF 14A executive officers

    sec filing · Source published: Apr 21, 2026 · Retrieved: Jul 28, 2026

    Supports 2 claims
    • Executive company: Executive at PennyMac Mortgage Investment Trust · Claim reviewed: Jul 28, 2026
    • Executive title: Executive title: Senior Managing Director and Chief Financial Officer · Claim reviewed: Jul 28, 2026

  4. PMTU DEF 14A executive officers

    sec filing · Source published: Apr 21, 2026 · Retrieved: Jul 28, 2026

    Supports 2 claims
    • Executive company: Executive at PennyMac Mortgage Investment Trust · Claim reviewed: Jul 28, 2026
    • Executive title: Executive title: Senior Managing Director and Chief Financial Officer · Claim reviewed: Jul 28, 2026

  5. PMT-PC DEF 14A executive officers

    sec filing · Source published: Apr 21, 2026 · Retrieved: Jul 28, 2026

    Supports 2 claims
    • Executive company: Executive at PennyMac Mortgage Investment Trust · Claim reviewed: Jul 28, 2026
    • Executive title: Executive title: Senior Managing Director and Chief Financial Officer · Claim reviewed: Jul 28, 2026

  6. PMTV DEF 14A executive officers

    sec filing · Source published: Apr 21, 2026 · Retrieved: Jul 28, 2026

    Supports 2 claims
    • Executive company: Executive at PennyMac Mortgage Investment Trust · Claim reviewed: Jul 28, 2026
    • Executive title: Executive title: Senior Managing Director and Chief Financial Officer · Claim reviewed: Jul 28, 2026

  7. PMT DEF 14A executive officers

    sec filing · Source published: Apr 21, 2026 · Retrieved: May 5, 2026

    Supports 3 claims
    • Executive company: Executive at PennyMac Mortgage Investment Trust · Claim reviewed: Jul 28, 2026
    • Executive title: Executive title: Senior Managing Director and Chief Financial Officer · Claim reviewed: Jul 28, 2026
    • Other Company Role: Daniel S. Perotti is also linked to PFSI (PennyMac Financial Services, Inc.) as Senior Managing Director and Chief Financial Officer. · Claim reviewed: May 5, 2026

  8. PFSI DEF 14A executive officers

    sec filing · Source published: Apr 20, 2026 · Retrieved: May 5, 2026

    Supports 2 claims
    • Executive company: Executive at PennyMac Financial Services, Inc. · Claim reviewed: May 5, 2026
    • Executive title: Executive title: Senior Managing Director and Chief Financial Officer · Claim reviewed: Jul 28, 2026

  9. Open source

    sec def 14a · Source published: Apr 20, 2026 · Retrieved: Sep 12, 2026

    Supports 1 claim
    • Professional Role: Senior Managing Director and Chief Financial Officer at PennyMac Financial Services, Inc. · Claim reviewed: Sep 12, 2026

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · Source reportedAI and machine learning experience reported in filings1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Cybersecurity experience · Source reportedCybersecurity experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Executive company · Source reportedExecutive at PennyMac Financial Services, Inc.1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 5, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

Executive company · CorroboratedExecutive at PennyMac Mortgage Investment TrustSupported by 7 public records7 sources
Verification
Corroborated
Confidence
94%
Last reviewed
Jul 28, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

Executive title · CorroboratedExecutive title: Senior Managing Director and Chief Financial OfficerSupported by 8 public records8 sources
Verification
Corroborated
Confidence
94%
Last reviewed
Jul 28, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

Other Company Role · Source reportedDaniel S. Perotti is also linked to PFSI (PennyMac Financial Services, Inc.) as Senior Managing Director and Chief Financial Officer.1 source
Verification
Source reported
Confidence
70%
Last reviewed
May 5, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

Technology background · Source reportedTechnology background reported in filings1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

View all sources9 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: AI and ML experience · Cybersecurity experience · Executive company · Executive title · Technology background

  2. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: Executive company · Executive title

  3. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: Executive company · Executive title

  4. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: Executive company · Executive title

  5. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: Executive company · Executive title

  6. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: Executive company · Executive title

  7. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

    Supports: Executive company · Executive title · Other Company Role

  8. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 5, 2026

    Supports: Executive company · Executive title

  9. https://www.sec.gov/Archives/edgar/data/1745916/000119312526164086/d14811ddef14a.htm

    Sec Def 14a · Tier not stated · Reviewed Sep 12, 2026

    Supports: Senior Managing Director and Chief Financial Officer at PennyMac Financial Services, Inc. (NYSE: PFSI)