Accounting Analsyt
Travis is an experienced and results-driven accounting professional, Travis has a proven track record in managing and optimizing financial operations for high-net-worth clients and diverse organizations. With expertise spanning financial reporting, team leadership, and cross-functional collaboration, Travis excels in delivering high-level discretion and accuracy in every aspect of accounting and financial management.
Previously, Travis served as Accounting Supervisor at a high-net-worth multifamily office, where he worked closely with CPAs and law firms to prepare comprehensive financial reports for clients. In this role, he also led monthly financial meetings with executive management and streamlined accounting operations to improve overall efficiency.
Travis joined IWP in 2024 with an MBA in Finance and Accounting, combining financial expertise with a broad understanding of business strategy. He is committed to continuous professional growth and delivering impactful results that drive financial success.