Lea Engels

Lea Engels

Supervising Senior

Followers of Lea Engels691 followers
location of Lea EngelsWestbrook, Connecticut, United States

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  • Timeline

  • About me

    VP of Asset & Property Management Services at Readco Portfolio │ CPA

  • Education

    • Torrington High School

      -
    • University of Harford

      1997 - 1998
      Completed course work towards Masters of Science in Taxation
    • University of Connecticut School of Business

      1990 - 1994
      BS Accounting

      Activities and Societies: Beta Alpha Psi

    • University of Connecticut

      -
      Bachelor's degree
  • Experience

    • KPMG US

      Aug 1994 - May 1998
      Supervising Senior

      Where my Real Estate career started - assigned to the Real Estate focus group where I performed both multi-location audits and tax return preparation.

    • Cigna Healthcare

      Jun 1998 - Apr 1999
      Supervisor of Financial Reporting

      First job out of Public Accounting realm (ready to have my weekends free again) - worked in the multi-billion dollar real estate separate account department of CIGNA Investment Management. Worked on the Y2K project for 6 months....we all know how that ended!

    • TSCG Investors

      Apr 1999 - Aug 2001
      Portfolio Controller
    • RE4 - READCO PORTFOLIO

      Aug 2001 - Jun 2012
      Controller
    • Lea Engels, CPA

      Jun 2012 - Oct 2021
      Freelance Accountant

      Work with small companies in the following industries: General Contracting, Janitorial, Sports Medicine, Education, Pharmaceutical.• Set up in Quickbooks Pro and/or Quickbooks Online system;• Prepare quarterly sales & use tax returns and employment tax returns;• Co-ordinate with CPA completion of year-end tax returns.

    • Lyman Real Estate Brokerage & Development

      Jun 2012 - Sept 2021
      Accountant

      • Manage the day-to-day financial operations of several multi-million dollar real estate investments primarily through accounts receivable, accounts payable and cash management analysis

    • Hamilton Point Investments, LLC

      Nov 2018 - Sept 2021
      Director of Fund Accounting
    • RE4 - READCO PORTFOLIO

      Oct 2021 - now
      VP, Asset & Property Management Services
  • Licenses & Certifications

    • Certified Public Accountant

    • Notary Public

      State of Connecticut
      Aug 2023
  • Volunteer Experience

    • Treasurer

      Issued by Daisy Ingraham PTO
      Daisy Ingraham PTOAssociated with Lea Engels
    • Secretary

      Issued by Westbrook Middle School PTO on Sept 2015
      Westbrook Middle School PTOAssociated with Lea Engels
    • Co-Chairwoman

      Issued by WESTBROOK PROJECT GRADUATION INC on Jul 2022
      WESTBROOK PROJECT GRADUATION INCAssociated with Lea Engels
    • Treasurer

      Issued by WESTBROOK PROJECT GRADUATION INC on Jun 2020
      WESTBROOK PROJECT GRADUATION INCAssociated with Lea Engels
    • Treasurer

      Issued by WESTBROOK YOUTH & FAMILY SERVICES on Jun 2015
      WESTBROOK YOUTH & FAMILY SERVICESAssociated with Lea Engels