Designed LPL’s first AI-driven book analysis and recommendation engine, simplifying how advisors evaluate and prioritize client accounts and setting the foundation for future AI capabilities across the platform.

Collaborated with client-facing and back-office product teams to define and shape new features driven by real advisor pain points and operational needs.

Partnered cross-functionally with product, operations, and engineering teams to translate complex regulatory and business rules into intuitive, streamlined advisor experiences.

Developed admin dashboards that provide analytics on site usage, network optimization, and other platform metrics.

Delivered mockups, prototypes, and specifications aligned with iOS Human Interface Guidelines.

Advised executives on consolidating desktop sales reporting platforms to reduce fragmentation and costs.

Designed Visual Knowledge Map, providing employees with personalized professional development insights based on skills, experience, and interests.