Loretta brings over 40 years of leadership and banking experience before joining the company in 2004 as an accountant in CIDC’s general ledger department. Soon thereafter, she was promoted to the manager of client services, then most recently into the role of organizational stewardship. Loretta has vast knowledge in all aspects of HOA accounting, budgeting, and collection issues. She excels in working with homeowners, managers, management companies, board of directors, and vendors to help keep all accounting issues on course and running smoothly.
MIT Business School (Concentration in Accounting)
Associations, volunteer experience, and/or teaching positions
Loretta enjoys her involvement with Community Association Institute (CAI) educational events and avidly continues her ongoing education regarding all aspects of HOA governance, operations, and finance.