Led design from inception, on Novata’s native carbon accounting tool, now adopted by 1,600+ active companies in just 1.5 years and used as a key sales driver. Collaborated cross-functionally with Novata partners to design and ship features including Generative AI metric responses, SBTi target setting, and a refined carbon calculator. Facilitated a monthly Designers Guild, fostering continuous learning.

Led design team to create a component-based design system. Gather business requirements to wireframe 20+ apps. Launched Tallyx’s mobile enterprise wallet app on iOS and Android’s App Store. Worked with CPO to illustrate and simplify conceptual ideas to communicate to cross-functional teams.

Crafted the entire Tallyx branding (logo, brand guidelines, design assets). Built three websites (for Tallyx and TOP Protocol) and created 500+ slides for marketing/pitch decks, generating considerable interest from VCs and a Fortune 500 investment bank. Created visuals for marketing purposes.

Designed marketing and pitch decks for businesses in the real estate and financial technology services industry.

Managed inventory system to calculate the company's true cost of goods. Developed a financial model to track and analyze data on a rolling basis. Designed and created infographic monthly financial reports to communicate business metrics. Helped multiply company exposure by getting into nine additional farmers markets and high-end grocery chains around Los Angeles. Performed market research on competitors to better differentiate brand and product positioning.

Conducted examinations on FINRA member firms to determine compliance with regulatory requirements by reviewing firms' finances and operations, sales, underwriting and trading practices, supervisory structure, and compliance policies, systems and controls. Utilized a risk-based method to develop and formulate strategies to examine member firms and collaborated with enforcement attorneys to enforce formal disciplinary actions by gathering quality evidence and analysis.

Focused on the review of SEC periodic reports of non-traded publicly held Real Estate Investment Trusts. Monitors and analyzes the current portfolio, debt structure, distribution history, offering status, and other metrics used by REITs in an effort to provide ongoing due diligence. Designed and distributed the daily newsletter to clients called the Afternoon Espresso.