Lucy Tran

Energizer
DISC Type : I

Senior Vice President, Fund Accounting at Oaktree Capital Management, L.P.

Los Angeles Metropolitan Area, United States

Overview

Lucy Tran is a seasoned accounting professional with extensive experience in the capital management sector. She has progressed through several roles at Oaktree Capital Management, L. P. , now serving as Senior Vice President of Fund Accounting. Her career foundation includes roles at Colony Capital, Inc. , and she is an alumna of California State University - East Bay.

Personality Overview

Informal

Full Of Energy

Imaginative

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Fund Accounting
Her entire career, from Senior Fund Accountant to Senior Vice President, has been focused on fund accounting at firms like Oaktree and Colony Capital.
Capital Management
She has built her career at prominent investment management firms, indicating a deep understanding of the industry's financial operations.
Financial Reporting
[Predicted] A core responsibility of her senior fund accounting roles likely involves complex financial reporting and compliance for investment funds.

Media Appearances

Lucy has no verified media appearances

Work History

2-2023
Senior Vice President, Fund Accounting at Oaktree Capital Management, L.P.
2-2019 - 2-2023
Vice President, Fund Accounting at Oaktree Capital Management, L.P.
5-2015 - 2-2019
Assistant Vice President, Fund Accounting at Oaktree Capital Management, L.P.
6-2014 - 5-2015
Fund Assistant Controller at Colony Capital, Inc.
9-2012 - 6-2014
Senior Fund Accountant at Colony Capital, Inc.

Education

2000 - 2003
Education details unavailable from California State University - East Bay

More Information

Social Presence :

Prographics :

Exp : 18 Location : Los Angeles Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President, Fund Accounting at Oaktree Capital Management, L.P.
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Insights For Selling To Lucy

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be too formal, focus on building comfort and trust
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lucy is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Lucy

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Lucy move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Lucy take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Lucy

Personality Compatibility


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