Selected Work
Designing the platform wealth advisors use to move billions.
95%+
Accounts opened digitally
Up from <50%
10K+
Manual emails eliminated
200%+
Prospecting tool usage
25%+
Reduction in dev time
Projected
3min
Saved per account action
Projected
8
Initiatives led as primary designer
Metrics reflect a mix of internal reporting and directional stakeholder estimates.
Primary designer for three new products and a year-defining initiative at a top-tier global investment bank, embedded through Publicis Sapient. Partnered with two engineering squads and multiple product managers across prospecting, onboarding, and account management.
- Led 2025's flagship initiative, eliminating ~11K manual emails with a fully digital selection flow
- Built standardized layouts and interaction patterns, projected to cut dev time by 25%+
- Increased digital account openings from under 50% to over 95%
- Received an internal Visual Design Award for creativity and craft
- Identified and documented a critical bug in the platform's UI toolkit
Unifying four fragmented systems — managing tens of billions daily.
75%
Fewer clicks for common tasks
1.5hr
Saved per fund creation
99%+
Reduction in data entry errors
90%
Time saved on rebalancing
One
Catastrophic error averted
Four
Legacy systems combined into one
Sourced from stakeholder estimates.
Led end-to-end experience strategy and complex workflow redesign for an internal funds management system at a major asset manager. Four legacy systems, hundreds of clicks per task, and high risk of costly errors — redesigned into a single, coherent platform.
- Identified a missing maker-checker control that would have allowed unilateral movement of billions without oversight
- Introduced a novel approval pattern improving operational confidence and auditability
- Reduced fund creation time by 1.5 hours and common task clicks by 75%
- Consolidated four disconnected legacy systems into one cohesive platform
- Aligned two independent teams on shared workflows and new standard operating procedures