Theresa is the Director of Corporate Compliance in Erie Insurance’s Law Division. She has oversight of the company’s records management program including its retention schedule,
litigation holds and discovery support. She also manages the Company’s Ethicsline, conflicts of interest, compliance training, Code of Conduct and corporate policy reviews. She was ERIE’s
first Corporate Archivist, maturing the archives function and organizing its collections that are now exhibited in a Heritage Center in a historic building on the company’s campus.
Theresa has worked on many technology initiatives, including introducing email archiving and email discovery tools, migration of a legacy document management system, and is now working
toward a comprehensive remediation plan for unstructured data and documents, and an integrated archival solution for structured data.
She has a Masters Degree in Archival and Museum Studies from Duquesne University. She is a Certified Records Manager (CRM), and a Certified Compliance and Ethics Professional (CCEP).
She holds the Associate in Insurance Services from the Insurance Institutes, and has completed their Leadership Development Program. She also received the Market Conduct Management
Certificate from the Insurance Regulatory Examiners Society.
Theresa is a member of many ERIE committees; the Corporate Policy Committee, Social Media Governance Committee, Privacy Committee, the Operational Risk Roundtable, and is on the
Emergency Operations Center response team.