MEET THE TEAM

Lorne Greenfield, CEPA®

Founder

Karen Traversi

Client Consulting Lead

David Lopez

VP of Sales

Ronda Ivey-Ross

Sales Executive

Huzaifah Fatima

Financial Modeling Analyst

Angee Murillo

Accountant

Carolina Lara

Executive Assistant

Judelyn Delector

Admin Clerk

Frances Jumaoas

Marketing Assistant