I’m a Lead Product Designer with deep experience bringing financial products to life. I guide teams through product strategy, design execution, and visual storytelling. At Morningstar, I lead design efforts, mentor designers, and run our mentorship program—helping grow strong, thoughtful design talent.
Leads design for client-facing experiences on the new Morningstar Wealth US Platform and Client Portal, used by approx. 6,000 users, collaborating cross-functionally with product and engineering teams to enhance every page with an improved user experience.
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Manages 2 designers, fostering teamwork and enhancing their skills in visual and UI/UX design using tools like Figma and Marvin AI through trainings, mentorship meetings, and feedback sessions.
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Plans product development for 30+ projects with tech leads using Agile methodologies, ensuring alignment with strategic roadmaps and stakeholder engagement using SUS scores to track success.
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Integrated AI tools for quick design mockups, prototyping, wireframes, and user research to experiment and refine user flows.
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Leads the mentorship committee that matched over 60 designers with career-enhancing partnerships, since 2021. Improved the retention and sign up after introducing more training, better matching, and check-ins.
Utilized a customer-centered playbook to design solutions tailored to enhance workflows, employing tools such as discovery documentation, workshops, wireframe ideation, usability analysis, and high-fidelity mock-ups.
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Drove the discovery process for new web client portal and companion mobile app through in-depth conversations with 12 customers and 4 CSMs (Customer Success Managers).
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Facilitated design thinking workshops, employing prototyping and visual design to expedite feature development and enhance user experience.
Redesigned and iterated on Morningstar Connect, its premium account linking API & UI components, and Account Summary component. Which involved working with 2 development teams and contributed directly to $3.6 billion in revenue.
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Lead a research campaign with 8 users identifying user error language and UI placement updates, to improve product retention and usage.
