James Lucania Location
Berwyn, PA, US
James Lucania Work
- 2023 - now Chief Financial Officer @ HealthEquity
- 2016 - 2023 Chief Financial Officer @ Ascensus
- 2018 - 2023 Chairman Of The Board Of Directors @ Ascensus Trust Company
- 2012 - 2016 Chief Financial Officer @ Checkpoint Systems
- 2009 - 2012 Vice President @ Miller Buckfire
- 2007 - 2008 Associate Director @ Levine Leichtman Capital Partners, LLC
- 2006 - 2006 Research Analyst @ Venor Capital Management
- 2001 - 2005 Associate @ Miller Buckfire
James Lucania Education
- UCLA Anderson School of Management
MBA (Finance/Accounting/Global Economics)
2005 - 2007 - University of Pennsylvania - The Wharton School
BS (Economics (Finance Concentration))
1997 - 2001 - University of Pennsylvania
BA (Music)
1997 - 2001
James Lucania Skills
- Financial Modeling
- Capital Markets
- Corporate Finance
- Mergers & Acquisitions
- Private Equity
- Financial Analysis
- Strategy
- Finance
- Forecasting
- Due Diligence
James Lucania Summary
James Lucania, based in Berwyn, PA, US, is currently a Chief Financial Officer at HealthEquity. James Lucania brings experience from previous roles at Ascensus, Ascensus Trust Company, Checkpoint Systems and Miller Buckfire. James Lucania holds a 2005 - 2007 MBA in Finance/Accounting/Global Economics @ UCLA Anderson School of Management. With a robust skill set that includes Financial Modeling, Capital Markets, Corporate Finance, Mergers & Acquisitions, Private Equity and more. James Lucania has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named James Lucania
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James Lucania
Chief Financial Officer at HealthEquity
Berwyn, PA, US25+
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James Lucania
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Salt Lake City, UT, US25 -
Kari Morphew
Senior Vice President Finance at HealthEquity
Saint Paul, MN, US25
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