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Roger Wan Location
New York, NY, US
Roger Wan Work
Fund Accountant @ (September 2023 - Present)
Senior Portfolio Accountant @ (March 2022 - May 2023)
Portfolio Accountant @ (May 2014 - March 2022)
Fund Accountant @ Lazard Alternative Investments (February 2012 - May 2014)
Roger Wan Education
Pace University - Lubin School of Business
MBA (Accounting)
2009-2011
Roger Wan Skills
General Ledger
Auditing
PowerPoint
Art
Accounting
NAV
Hunter
Quarter
Economics
Payments
Expenses
Vendors
Brokerage
Photoshop
Cost
Entry
New York
Investments
Schedules
Management Accounting
Attorney's
Modeling
Adjustments
Finance
Bank Reconciliation
Operations
Outlook
Inventory
Business Administration
Microsoft Word
Real Estate
Microsoft Excel
Cash
Training
Windows XP
Wire Transfers
WAN
Project
Financial Reporting
Financial Statements
Ascend
System Monitoring
MRI
Reporting
Funding
Prepaid
Capital
Accounts Receivable
Accounting System
Recording
Securities
Analysis
Roger Wan Summary
Roger Wan, based in New York, NY, US, is currently a Fund Accountant at CBRE. Roger Wan brings experience from previous roles at CP Capital US and Lazard Alternative Investments. Roger Wan holds a 2009 - 2011 MBA in Accounting @ Pace University - Lubin School of Business. With a robust skill set that includes General Ledger, Auditing, PowerPoint, Art, Accounting and more. Roger Wan has 3 emails and 1 mobile phone numbers on RocketReach.
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