Talk to sales Try for Free
Wayne Lucas, CPA

Wayne lucas, cpa

bookmark on deepenrich
location of Wayne Lucas, CPAGreater Boston
Phone number of Wayne Lucas, CPAView Mobile No.
Followers of Wayne Lucas, CPA550 followers

  • Timeline

  • About me

    Associate Director - Finance at Harvard Management Company

  • Education

    • University of massachusetts at lowell

      2009 - 2013
      Bachelor of science (bs) business administration - finance & accounting

    • Western new england university

      2015 - 2017
      Master of science - ms accounting

  • Experience

    • Signature mortgage llc

      Sept 2008 - Jan 2009
      Intern

    • Polartec

      Jun 2009 - Apr 2013

      • Cost Control Analyst/Intern

        Sept 2010 - Apr 2013

      • Credit & Collections Intern

        Jun 2009 - Sept 2010

    • Bny mellon

      Apr 2013 - Sept 2015

      Alternative Investment Group. Provide accounting and administrative services for institutional clients' Limited Partnership investments. Alternative Investment Group. Provide accounting and administrative services for institutional clients' Limited Partnership investments.

      • Senior Accounting & Reporting Specialist

        Feb 2015 - Sept 2015

      • Accounting and Reporting Specialist

        Apr 2013 - Jan 2015

    • Harvard management company

      Sept 2015 - now

      Finance and investment operations for the Harvard University endowment Domestic and International tax compliance for the Harvard University endowment Domestic and International tax compliance for the Harvard University endowment Domestic tax compliance for the Harvard University endowment

      • Associate Director - Finance

        Jul 2021 - now

      • Associate Director - Tax

        Dec 2019 - Jul 2021

      • Senior Tax Associate

        Dec 2018 - Dec 2019

      • Tax Associate

        Sept 2015 - Dec 2018

  • Licenses & Certifications

    • Licensed real estate salesperson

      Commonwealth of massachusetts - division of professional licensure
      Aug 2020
      View certificate certificate

    • Caia fundamentals of alternative investment certificate

      Caia association
      Jan 2019
      View certificate certificate

    • Ilpa institute: real assets for the limited partner

      Institutional limited partners association (ilpa)
      Oct 2023

    • Certified public accountant

      New york state
      View certificate certificate

  • Volunteer Experience

    • Volunteer

      Issued by TEAM: Teens Engaged As Mentors on Sept 2016
      TEAM: Teens Engaged As MentorsAssociated with Wayne Lucas, CPA

    • Transport Volunteer

      Issued by PAWS New England Dog Rescue on Sept 2017
      PAWS New England Dog RescueAssociated with Wayne Lucas, CPA

    • Volunteer

      Issued by The Massachusetts Center for Unexpected Infant and Child Death on Sept 2018
      The Massachusetts Center for Unexpected Infant and Child DeathAssociated with Wayne Lucas, CPA