Fairfield, NJ · Metro New York (888) 711-4521 Founded 2013 · Metro New York
About Intelligent Automation

The MSP that shows its work.

Since 2013, Intelligent Automation has run Metro New York IT and security the way we'd want it run for us — published pricing you can see, technicians you can verify, and a security platform we built ourselves and will show you, not just describe.

15+ Years of IT Experience
24/7 US-Based Support
30+ Technology Partners
$0 Hidden Fees
Intelligent Automation team workspace
Who We Are

A Metro New York firm built around business outcomes.

Intelligent Automation, LLC was founded in 2013 to give small and mid-sized businesses the same caliber of cybersecurity, productivity, and technology leadership that large enterprises take for granted — without the bureaucracy, the bloated retainers, or the alphabet soup.

Headquartered in Fairfield, New Jersey, we serve clients across the Metro New York region and beyond. Our team blends seasoned engineers, identity specialists, Microsoft 365 architects, and former CISOs who have spent careers translating complex risk into clear executive decisions.

Leadership

The people responsible.

Most firms in our space name nobody on their about page — a founding story with no founders and a support address. You’re entitled to know whose judgment you’re buying, so here they are, with the part of the company each one answers for.

Chief Executive Officer

David Levin

David runs the business and owns the pricing — he’d rather publish a number late than publish one he already means to change.

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Chief Security Officer

Victor Ramos

Victor runs the security practice and holds the veto on what ships. If he wouldn’t deploy it into a client environment on a Friday afternoon, it doesn’t go out.

Chief Technology Officer

Daniel Ramos

Daniel designed the technical core our platform is built on — the shared identity, client graph, event spine, and audit chain every module is written against.

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Chief Financial Officer

Raymond Lorenzana

Raymond brings two decades of senior financial leadership — GAAP/IFRS controls, SOX governance, and enterprise-scale reporting discipline.

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I’ve been building technology companies for four decades. It started in 1985, in a dorm room at the University at Buffalo, where I rebuilt surplus and broken computers into working machines and sold desktops, printers, and peripherals to put myself through school. By 1990 I had founded MaxiMed, a healthcare-technology company where I served as president, integrating early electronic health-records systems for medical practices. I sold it in 1995 — and thirty years later, regulated healthcare data is still at the center of my work. My roots in security run nearly as deep: I was among the first 500 employees at McAfee, working in the field before the word “cybersecurity” existed.

Over the two decades that followed, I scaled enterprise technology companies across the country — as Canonical’s first enterprise sales leader in North America, and through Fortune 500 IT-outsourcing and digital-transformation engagements at CompuCom worth over $200M. My specialty was always the hardest early part: standing up go-to-market strategy, channel and alliance programs, and teams from zero. Today I also advise private-equity-backed technology firms as a fractional growth executive.

As co-founder and CEO of Intelligent Automation — the NJ-based cybersecurity firm I founded in 2013 with partners Daniel Ramos and Victor Ramos — I bring that full arc to bear. I’m a deliberately hands-on founder: I set client strategy, run quarterly business reviews, serve as one of our virtual CxOs, deliver GRC and security consulting, and act as a senior technical escalation point when clients need one.

I hold a B.A. in Communications and Information Systems Management from the University at Buffalo (SUNY). I previously served on Fairleigh Dickinson University’s IT Industrial Advisory Committee (2007–2012), co-host the TechReact podcast, and stay active in the Warwick, New York community where I live with my family.

My path into cybersecurity leadership started in telecommunications and network engineering, where I spent the better part of two decades designing, deploying, and supporting the voice and data infrastructure that businesses run on — enterprise networking, Cisco Unified Communications, and the LAN/WAN and wireless architectures (Meraki, Aruba) that carry it all. That foundation, built on keeping complex, always-on systems running reliably under real operational pressure, is what shaped how I think about security today: not as a bolt-on control, but as an extension of the network and infrastructure decisions made from day one.

As CTO of Intelligent Automation, I lead the strategic technology and security direction for clients across business, education, and local government. I also serve independently as a Virtual CISO and fractional CTO, bringing 20+ years of hands-on experience designing, securing, and managing enterprise technology environments to organizations that need executive-level security leadership without the cost of a full-time hire.

My work spans

  • Virtual CISO (vCISO) — security strategy, risk management, and compliance leadership
  • GRC Program Development — governance, risk & compliance frameworks tailored to NIST, CIS, HIPAA, and CMMC
  • Cybersecurity Architecture & Assessments — EDR, network security, vulnerability management, and threat mitigation
  • Identity & Access Management — zero-trust architecture, access governance, and privileged access management
  • AI Governance & Secure AI Adoption — usage policies, data classification, and guardrails so PII, client, and regulated data stay protected

I don’t just advise on AI governance — I build under it. I’ve engineered production security and GRC applications through a collaborative AI development process, delivering a multi-tenant platform spanning service management, threat intelligence, identity, and compliance mapping across HIPAA, PCI DSS, ISO 27001, NIST, and CMMC — with human-in-the-loop review and least-privilege data controls at every step.

A proud member of the InfraGard National Alliance, I actively contribute to safeguarding critical infrastructure. More than 25 years as an Emergency Medical Services volunteer has sharpened my ability to perform under pressure, lead in crisis, and protect what matters most.

Raymond Lorenzana Jr. brings over two decades of senior financial leadership to Intelligent Automation, with deep expertise spanning financial reporting, Sarbanes-Oxley compliance, and enterprise-scale controls design. As Senior Group Controller at Jellyfish, he grew the U.S. finance function from three to thirteen team members, led a balance-sheet clean-up that identified $10–12M in account corrections, and cut the company’s internal audit cycle from four months to under two — all while implementing month-end close processes that reduced reporting errors by 15–20%.

Before Jellyfish, Raymond spent 18 years at VMLY&R, part of the WPP advertising network, rising to Vice President/Assistant Controller. There he restructured financial policies covering more than 250 SOX controls, streamlined month-end close by 20%, and helped the Shared Financial Services group earn a Top 5 ranking for consistent clean audit results across the VMLY&R North America network.

Raymond holds a Bachelor’s degree in Public Accounting from Pace University’s Lubin School of Business. His rigor in financial controls, audit governance, and enterprise-scale reporting brings a critical layer of fiscal discipline and trust to the executive team.

Board Advisors

I serve as Chief Compliance Officer at Intelligent Automation, where I provide executive leadership in designing, implementing, and overseeing enterprise-wide compliance and ethics programs that protect the organization, strengthen stakeholder trust, and enable sustainable growth. I partner closely with executive leadership, legal counsel, internal audit, cybersecurity, and business operations to ensure regulatory requirements are embedded into strategic decision-making, while fostering a culture of integrity, accountability, and operational excellence.

My approach to governance is rooted in a principle I’ve carried out since the earliest days of my career: knowing exactly who has access to what, and why. As an Identity Access Administrator at Rosetta Stone, I governed access across 13 enterprise systems for a workforce of over 2,000 — the kind of granular access control and audit discipline that today underpins regulatory frameworks like SOC 2, HIPAA, and NIST.

That same governance instinct now shapes how I build compliance frameworks at Intelligent Automation — assessing organizational risk, establishing internal controls, monitoring regulatory change, and advising executive leadership and the Board of Directors on emerging compliance risks and mitigation strategies. I lead enterprise risk assessments, direct regulatory examinations and internal audits, and prepare compliance reporting for senior leadership, all while championing a culture where compliance is treated as a driver of trust and business performance — not just a legal obligation.

My earlier career spans telecommunications, network security, and large-scale IT risk management, including work supporting Fortune 500-scale operations for organizations such as Deutsche Bank and Robert Wood Johnson. I hold a Bachelor of Science in Information Technologies and a Master’s in Cybersecurity from Southern New Hampshire University.

I believe compliance is at its best when it’s a competitive advantage — creating an ethical, transparent, and resilient organization capable of navigating an increasingly complex regulatory landscape while supporting long-term growth. That’s the standard I bring to Intelligent Automation and to Argos OS every day.

Victor Ramos’s full profile is coming soon.

What We Believe

Technology should reduce friction, not create it.

Three principles guide every engagement — from a 25-person professional services firm to a multi-site operation rolling out Copilot across hundreds of users.

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Resilience First

Security is a continuity function.

We treat cybersecurity as a business-resilience discipline — not a checkbox exercise. Stronger controls protect revenue, reputation, and the next quarter's plans, not just systems.

Practical AI

Adoption beats acquisition.

Buying a Copilot license is easy. Turning it into measurable productivity is the work. We focus on real workflows, real users, and changes leadership can see on the operating side of the business.

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Executive Clarity

Plain-language guidance.

Owners and leadership teams shouldn't need a translator to make a technology decision. Our vCISO and vCTO advisory turns risk, roadmap, and spend into clear priorities the board can defend.

Our Practices

Three practices. One mission.

Cybersecurity, Microsoft 365, and Advisory work together — because real outcomes rarely sit inside one silo.

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Cybersecurity

Resilience, Readiness & Trust

Zero Trust controls, identity security, compliance readiness, incident response planning, and unified threat management — built around continuity.

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Microsoft 365

Copilot & AI for Faster Work

Copilot adoption, Teams & SharePoint, workflow automation, and licensing strategy — turning your tenant into a productivity engine.

Explore Microsoft 365
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Advisory

vCISO & vCTO Leadership

Executive-level security and technology guidance, roadmapping, and board-ready reporting — without full-time overhead.

Explore Advisory
Business Outcomes First

Why teams choose Intelligent Automation.

  • Local, US-based team — engineers and advisors you can actually reach, headquartered in Fairfield, NJ.
  • Enterprise practices, SMB pricing — the disciplines used by Fortune 500 IT, sized and priced for owner-led businesses.
  • Outcome-focused model — engagements measured against business results, not ticket counts.
  • Compliance-aware engineering — controls aligned to NIST, CIS, HIPAA, SOX, and ISO 27001 from day one.
  • 13+ years of continuity — a stable partner with a long track record across the Metro New York region.
Intelligent Automation client collaboration
Our Footprint

Fairfield, NJ · serving Metro New York and beyond.

From our office on US Highway 46, we support clients across New Jersey, New York, Connecticut, and remote teams nationwide — combining on-site presence where it matters with a 24/7 remote operations model.

Ready to Talk?

Let's see if we're a fit.

A 30-minute conversation is usually enough to know whether we can help. No pitch deck, no obligation — just a clear read on where you stand and what's worth doing next.

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