Meet the heart of our organization, where expertise seamlessly meets dedication, our team at Greenlight Financial. Read about the exceptional individuals who are the backbone of our firm. They not only drive the success of Greenlight Financial but also embody our unwavering commitment to excellence. Our team is not just proficient in tax and accounting; they are also deeply passionate about ensuring you receive the best possible experience. They go beyond the basics, delivering solutions crafted to meet your unique needs.
Speak With an Expert
CEO
Managing Partner
In 2007, Gerry founded Greenlight Financial and now serves as its CEO. Under his leadership, Greenlight has evolved into a sought-after accounting firm.
CEO
Managing Partner
Chief of Operations
Managing Partner
Carlos has a 15-year track record in accounting and tax, bringing a fusion of management acumen, business development insights, and technological innovation.
Chief of Operations
Managing Partner
Financial Controller
Managing Partner
Deedee, our Managing Partner and Controller, boasts a two-decade career shaping the company. Her expertise lies in high-level accounting, including business analysis, bookkeeping, and mergers and acquisitions.
Financial Controller
Managing Partner
Tax Director
Managing Partner
Monica Uscategui, Managing Partner at Greenlight Financial, leads the Tax Department. Her career showcases expertise in data analysis and interpreting financial data
Tax Director
Managing Partner
Senior Accounting Supervisor
Veronica has been with Greenlight Financial for a decade. She is the Senior Accounting Supervisor, leading the bookkeeping team. She is numerically savvy and exhibits profound accounting knowledge.
Senior Accounting Supervisor
Account Manager
Angie is one of our Account Managers. Angie stands out because she is able to interpret financial data in a way that is meaningful to clients, fostering a collaborative and informed decision-making process.
Account Manager
Account Manager
Thomacina, our Account Manager, brings extensive expertise in complex accounting, ensuring precision in daily reconciliations and reports. Her positive demeanor and enthusiasm create a reassuring atmosphere for clients.
Account Manager
Accounts Receivable Specialist
Stephanie, Accounts Receivables Specialist, effortlessly manages daily cash flow, ensuring accurate recording of client payments. Stephanie's strong communication and problem-solving skills maintain positive client relationships, contributing significantly to client satisfaction.
Accounts Receivable Specialist
Marketing Director
Tatiana is Greenlight Financial’s Marketing Director. She leads the company’s marketing strategy. Tatiana drives the firm’s new business revenue, contributing to Greenlight’s growth in the accounting space
Marketing Director
Client Management Specialist
Valeria excels in client relationships, serving as the liaison between Greenlight and its clients. She is our problem-solving expert, anticipating the needs of clients and staying ahead of market trends.
Client Management Specialist
Operations Manager
Alessandra joined Greenlight Financial with 13 years of experience as a Business Administrator. Leading the firm's operations, she focuses on digital transformation and operational efficiency.
Operations Manager
Office Support
Office Support
Tax Director
Eddie, CPA, has been with Greenlight for almost a decade. He has established a reputation for approaching each tax return with meticulous precision. His motto is "no stones left unturned.
Tax Director
Because our team at Greenlight Financial understands that every business is unique.
We apply customized, creative solutions especially tailored to address the needs of each client. Our team leverages its institutional knowledge to establish a financial strategy and maximize cost efficiency for financial services. The result? Measurable company performance improvement in several areas. That is, our company knows no one likes cold, impersonal handling and understands the frustration of only talking to an answering service. That’s why Greenlight is committed to maintaining a boutique, personal touch when dealing with our clients.
GET A FREE QUOTEYour Finances, Your Way: Contact Us For Personalized Solutions