UX Designer and strategist based in Oakland, CA 37.8209°N. Crafting experiences to visualize data and design systems. Happily in-house in tech leading UX and brand work.
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Who I am
Who I’ve worked with
Selected works
Schwab
Dashboard Framework
As part of a major business evolution for Schwab, my team was tasked with creating a framework centered around a dashboard experience with an aim to change how existing and future clients perceived and engaged with their finances.
Industry
Finance
Company
Charles Schwab
Timeframe
8 weeks
Team
Sr. UX Design Lead ●
Sr. Content Strategist
Sr. UX Researcher
Deliverables
UX + UI
Rapid Iteration
Wireframe + Prototyping
User Research
User Testing
Design System
Information Architecture
Mobile + Desktop
Schwab
Performance Tool
The Schwab Performance tool empowers users to verify the diversification and alignment of their portfolio with their goals and risk tolerance. It accomplishes this by providing insights into portfolio growth and returns, enabling users to make informed decisions.
Industry
Finance
Company
Charles Schwab
Timeframe
2 Months: Discovery + Research
6 Months: Design + Testing
6 Months: Development
Team
Sr. UX Design Lead ●
Sr. Content Strategist
Sr. UX Researcher
Deliverables
UX + UI
Wireframe + Prototyping
User Journeys + Personas
User Research + SME Workshops
User Testing
Design System + New Components
Information Architecture
Mobile + Desktop
Schwab
Asset Allocation Tool
The Schwab Asset Allocation tool effectively assists users in evaluating the diversity of their portfolio across vital asset categories, including stocks, bonds, and cash, helping them maintain a well-balanced strategy for managing risk while aiming for competitive returns.
Industry
Finance
Company
Charles Schwab
Timeframe
2 Months: Discovery + Research
4 Months: Design + Testing
6 Months: Development
Team
Sr. UX Design Lead ●
Sr. Content Strategist
Sr. UX Researcher
Deliverables
UX + UI
Wireframe + Prototyping
Data Visualization
User Research + SME Workshops
User Testing
Design System + New Components
Information Architecture
Mobile + Desktop
Salesforce
Pricing System
In response to the growing demand for pricing transparency, my team took on the challenge of developing a purchasing tool. This tool was designed to cater to both casual users seeking simplicity and those interested in delving deep into products, complete with over 80 features and numerous add-on options.
Industry
Cloud SaaS
Company
Salesforce
Timeframe
12 months
Team
UX Design Lead ●
Sr. Content Strategist
Sr. UX Researcher
Deliverables
UX + UI
Information Architecture
Wireframe + Prototyping
User Research
Design System + New Components
Mobile + Desktop