Defined user flows and created interface mockups based on research insights.

Wrote screeners and discussion guides, conducted qualitative needfinding interviews, moderated usability studies.

Synthesized needfinding research insights into actionable roadmaps and led brainstorming workshop sessions.

Redesigned the agency’s deliverable templates.

Modernized video & audio equipment setups and trained the team in their use.

Led UX activities from project definition to launch of business-critical features like money movement, account opening, and advisor account servicing across multiple platforms.

Integrated business requirements and user feedback into product updates.

Reviewed the work of new designers on the team and external agencies.

Projects range from adaptive and responsive websites to iPhone, iPad and Android apps.

Integrated features into a unified experience via a complete UX lifecycle of activities: from task analysis and user interviews to specs and design QA.

Articulated ideas persuasively to business owners and tech teams.

Spearheaded the first visual and interaction guidelines for the platform.