Senior UX & Product Design Leader
Designing clarity into complex financial products.
I lead strategy and stay close to the work—turning high-stakes enterprise workflows into useful, trustworthy experiences for advisors, operations teams, and their clients.
- 01Understand the workflowResearch · Discovery · Alignment
- 02Make complexity visibleIA · Flows · Prototyping
- 03Design through deliverySystems · Validation · Handoff
Selected projects
Financial and enterprise experiences, designed from the real workflow out.
Case studies from BNY, J.P. Morgan, and Morgan Stanley, with the original supporting PDFs included on each project page.
BNY / ETF Services
ETF UX Design Initiatives
A portfolio of operational tools that improved visibility, consistency, and efficiency across complex ETF workflows—from basket construction and filtering to metrics, notifications, and reusable UI standards.
J.P. Morgan / Global Wealth Management
New Client Management Platform
A unified experience for wealth-management advisors and support teams, replacing outdated workflows with clearer navigation, better access to client information, and more usable regulated processes.
Morgan Stanley / Wealth Management
Advisor Platform Redesign
A modular wealth-management dashboard that helped advisors filter a flood of research, understand branch performance, and move into relevant client opportunities without losing context.
A senior, hands-on practice
Strategy, research, interaction design, and delivery—connected.
For more than 15 years, I’ve helped teams make complicated digital products easier to understand, use, and scale.
My work connects business goals with the realities of advisors, operations specialists, and regulated environments. I’m equally comfortable facilitating executive alignment, mapping a dense workflow, or refining a Figma component with engineers.
More about me