Experience

starrdesign

• United States
• Architecture and Planning
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2017 - Present



Ann J Travis Art

• Artist

  • Mar 2021 - Present

  After 20+ years in the Finance world, I began looking for ways to add more creativity into my life. The left side of my brain was exhausted and begged me to tap into the right side a little more. I began drawing, but soon moved into painting where I found my real passion. I am self-taught and love trying out new styles. My favorite medium is oil. I was inspired from an early age by the art unit each year in French class, where I immediately fell in love with Monet’s works. Most of my… Show more After 20+ years in the Finance world, I began looking for ways to add more creativity into my life. The left side of my brain was exhausted and begged me to tap into the right side a little more. I began drawing, but soon moved into painting where I found my real passion. I am self-taught and love trying out new styles. My favorite medium is oil. I was inspired from an early age by the art unit each year in French class, where I immediately fell in love with Monet’s works. Most of my inspiration comes from that early exposure and love of impressionist work, as well as my love of the ocean and nature. I hope to evoke a bit of the peace I feel when I’m creating into each of my paintings. Show less



Simply Caddy

• Co-Owner

  • Sep 2012 - Present

  Charlotte, NC We provide products that keep competitive dancers and dance moms organized. We are all about keeping it Simple so you can have fun and be stress free. Simply Caddy was born on a car ride with three giggling girls and two moms on the way to a dance competition. It was the first year our daughters were on the competitive dance team. We, the moms, had never danced and were not sure we had it all together. We kept saying, “There has to be a better way to have everything organized, packed and… Show more We provide products that keep competitive dancers and dance moms organized. We are all about keeping it Simple so you can have fun and be stress free. Simply Caddy was born on a car ride with three giggling girls and two moms on the way to a dance competition. It was the first year our daughters were on the competitive dance team. We, the moms, had never danced and were not sure we had it all together. We kept saying, “There has to be a better way to have everything organized, packed and ready to use.” And so the idea for The Caddy was born! We are excited to finally have our vision come to life. The Caddy and the Caddy Accessories will help us all, Dancers and Moms, keep organized in a simple and calm manner. On a side note, the three leaves of our logo represent our super cool and beautiful daughters, Quinn, Hailey, and Calie. Plus we can still travel together since our three Caddies fit into the car along with our luggage! We hope you love the products as much as we do! Ann Travis and Cathie Wrona www.simplycaddy.com www.facebook.com/simplycaddy Also find us on Twitter, Instagram, Pinterest and Amazon!! Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Director, Strategic Compliance Initiatives

  • May 2012 - Jan 2013

• Director, CFO Risk Management

  • Nov 2009 - May 2012

  Partner with Treasury to identify and manage inherent and emerging risks, minimize volatility to capital and P&L, set metrics and guidelines, measure and report against performance. Evaluate impacts of new regulations and develop infrastructure to support.

• SVP/Director, Senior Change Manager

  • Aug 2008 - Nov 2009

  Managed Global Funding, Global Liquidity Risk Management and Structured Finance projects for Corporate Treasury Infrastructure Portfolio. Negotiated budgets with leadership team and supervised project managers on all projects within portfolio.

• SVP / Senior Trader

  • Mar 2007 - Sep 2008

  Charlotte, North Carolina Area Part of trading desk team responsible for debt and capital funding of Bank of America, successfully executed ~$40bn during market crisis. Developed issuance plans based on liquidity needs and market intelligence, maintained relationships with domestic and international underwriters and business partners across Treasury and Finance.

• SVP, Senior Transaction Specialist

  • Jun 1998 - Mar 2007

  Charlotte, North Carolina Area Directed transaction team in research, issuance and documentation activities for debt and capital raising activities of Bank of America. Developed infrastructure to support new programs, markets and products.



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Auditor

  • Jun 1996 - Jun 1998

  Charlotte, North Carolina Area Audited public and privately held companies in industries including manufacturing, retail, restaurant, not-for-profit, HUD, mortgage and employee benefit plans. Served as in-charge auditor, responsible for establishing budgets, supervision of junior associates, work paper review and financial statement preparation.



Lake Norman Regional Medical Center

• Accountant

  • Jun 1995 - Jun 1996

  Responsible for financial analysis, monthly cash flow reports, accounts payable and payroll.