Design leader who drives clarity, craft, and impact across the financial sector
10+ years leading design teams and creating experiences that empower clients and deliver measurable results.
Analytics Platform
I accelerated advisor acquisition by launching Pro, an integrated sales-enablement platform that equips advisors with real-time insights to drive client outcomes. Intuitive workflows include performance analysis, yield forecasting, and account management.
300mm
Annual AUM
100%
Sales Adoption
Global Website
Led the end-to-end migration of a global marketing platform, aligning component architecture, development velocity, accessibility standards (ADA/WCAG), and cross-functional teams.
50%
YOY Cost Reduction
100%
Critical Compliance Fixes
AI Sales Copilot
Launched an AI-powered sales copilot integrated with CRM workflows, enabling advisors to access real-time performance, tax, and legal insights during client preparation and live calls.
2x
Productivity Gained
#1
Internal App