As Chief Financial Officer, Lucky leads the company’s financial operations, ensuring accurate financial reporting and compliance. Lucky manages the finance and accounting team, fostering a culture of service and accountability. In her role as Director of Client Services, Lucky leads the Client Services team which manages a debt and tax credit portfolio. With over $4 billion of assets under management, the team focuses on maintaining long-term relationships by providing excellent service to investors, partners, and internal team members.
Prior to joining Twain, Lucky spent ten years as an auditor at PricewaterhouseCoopers LLP, most recently serving as a senior manager. In this role, Lucky managed a diverse portfolio of audit clients, with the primary focus on overseeing and executing integrated audit procedures for publicly traded companies. Her portfolio of clients included investment advisors, private equity funds, real estate investment funds, and insurance companies.
Lucky graduated from the University of California, Los Angeles with a BA degree in Economics and minor in Spanish. She is a Certified Public Accountant in California and currently serves as associate director on the Scott Credit Union Board. When not at work, Lucky trains for marathons, plays pickleball with her husband, and enjoys board games with her children.