Reimagined Fidelity’s digital funding experience and the industry-first SimpleSwitch account conversion flow.

Merged multiple funding pathways, reduced user confusion, and helped cut time-to-invest by up to two business days.

Included collaboration with LRC and Accessibility governance, advanced Figma prototyping, and extensive stakeholder alignment.

Learn More

Unified three separate search tools into one cohesive experience for Party Central.
Introduced the first AI-assisted search capabilities in the platform, improved results relevance, simplified logic, and reduced time-to-task for Ops users managing complex party and relationship data.

Learn More

Redesigned the Bulk Upload experience for adding or maintaining thousands of client entities.
Streamlined the Maker-Checker process, improved error handling, and created a scalable template for future bulk operational flows.
Focused on data quality, role clarity, and reducing manual steps across multiple disconnected tools.

Improved Party Central’s clarity and usability with updated IA, cleaner navigation, and a reorganized landing hub.
Worked across squads to refine logic, lighten cognitive load, and modernize patterns for performance and scalability.

Designed the firm’s first native mobile search application used by consultants worldwide.
Focused on fast access, offline behavior, reviewer workflows, and cross-platform design using Material Design and iOS patterns.

A collection of work across healthcare organizations, focusing on sensitive workflows, clinical documentation, and product pricing tools.
These projects emphasize research, stakeholder alignment, and solving for emotional and regulatory constraints.