Product Designer, Researcher, Strategist.

Remote | July 2024 - November 2025

• Transformed complex insurance policy and claims workflows by migrating legacy Windows terminal operations to streamlined Salesforce Lightning (LWC) flows, reducing technical debt and modernizing the internal user experience.
• Researched and delivered simplified, usable workflows for data-intensive insurance processes, achieving results that reduced cognitive load, accelerated task completion, and minimized manual errors.
• Architected enterprise-wide accessibility standards, integrating inclusive design practices into the Design System and establishing QA protocols ensuring WCAG compliance and mitigating legal and usability risks.

Remote | 2021 - 2023

• Orchestrated a comprehensive discovery and information architecture strategy for a high-value wealth management suite, standardizing data models and search behaviors across the platform.
• Architected the complete overhaul of financial advisory reporting, leading collaborative research with highly exacting financial adviser personas to deliver sophisticated yet complex tools that added reporting flexibility and successfully balanced rigorous user needs with lean business goals.
• Cultivated and retained a diverse team of six associate designers, implementing mentorship programs that increased team cohesion and successfully launched a dedicated design team servicing the complex needs of a newly chartered business unit.
• Refined and scaled Agile-based planning processes adopted across 100% of design and product teams, improving cross-team prioritization, collaboration, and delivery speed.

Vienna, VA & Remote | 2018 - 2021

• Led end-to-end design and strategy for "Digital Investor," the first-ever fractional share investing app for the world’s largest credit union, serving a membership base of over 13 million.
• Defined Digital Investor's architecture, strategy, and end-to-end design, successfully launching the application in under one year and driving a 25% increase in total funds invested.
• Revolutionized the brokerage experience for novice investors by architecting simplified workflows for researching, buying, and selling stocks, effectively lowering the barrier to entry for complex financial products.
• Directed the UX strategy and design of high-traffic money movement and payment flows across web, iOS, and Android, quick and frictionless user experience and enterprise-level reliability.
• Owned the design team’s integration throughout the digital organization’s transition to SAFe Agile, standardizing collaborative workflows and defining processes that were adopted across all sprint teams.

Washington, DC & Remote | 2017 - 2018

• Served as a key transition team lead during the KeyBank acquisition, orchestrating the successful integration of HelloWallet’s design team and processes into the larger enterprise design organization.
• Guided KeyBank’s enterprise Agile transformation by leveraging and scaling HelloWallet’s established design methodologies to improve efficiency and consistency of design delivery.
• Directed the integration of financial wellness and personal financial management functionality into KeyBank’s core online banking infrastructure, reaching a massive new customer base.
• Designed a first-of-its-kind onboarding experience rooted in behavioral economics, empowering banking customers to identify, prioritize, and achieve personalized financial goals like paying down high interest debt and building emergency savings.
• Architected integrated financial tools for KeyBank's existing online banking platform, including targeted functionality designed to accelerate credit card debt reduction and automate savings prioritization.

Washington, DC & Remote | 2015 - 2017

• Owned UX and User Research lifecycle for a mission-driven financial wellness platform, solving complex personal finance needs for employees at Fortune 100 companies.
• Spearheaded a comprehensive Android mobile overhaul, delivering a native experience that expanded the product's reach and mobile accessibility.
• Designed a high-impact new user onboarding flow, utilizing behavioral economics principles to drive user engagement and improve product adoption and retention.
• Updated responsive web pattern library, establishing cross-platform UI consistency and streamlining the hand-off process between design and engineering.

Fairfax, VA | 2014 - 2015

• Established the foundational design vision as the first design hire, spearheading sweeping UX/UI improvements across a SaaS product line used by millions of consumer and enterprise customers.
• Developed the organization's first design system, introducing cross-platform consistency and standardized UI patterns across the web extension, mobile applications, and Mac desktop product.

Vienna, VA | Jan 2013 – Feb 2014

• Architected the foundational conceptual design and research strategy for the "Spark" Small Business Banking line, delivering the vision that secured full funding from the CEO.
• Developed a comprehensive design toolkit including personas, paper prototypes, and interactive mobile prototypes to validate the initial pitch.