Helping teams make sense of complexity through strategic, data-informed design.
Merrill Lynch
,
Investments
,
2024
Alternative Investments (ALTs) are complex, high risk, high net worth investments. Merrill Lynch ALTs advisors relied on a complicated legacy systems that caused high error rates and slowed down staff productivity. Assigned by S&P Global, I collaborated with Tim Schafer & Rebbecca Anderson to develop and simplify complicated enterprise workflows that solved key advisor challenges and enhanced their productivity. Call my AI voice agent for further deep dive.
MERRILL.LOGO
intro
Advisor dashboard
Customizable Modules
Client Profile
Advisor Activity
Merrill Lynch
News & Annoucement
Advisor Education
Account report
Merrill Lynch
,
Investments
,
2024
Alternative Investments (ALTs) are complex, high risk, high net worth investments. Merrill Lynch ALTs advisors relied on a complicated legacy systems that caused high error rates and slowed down staff productivity. Assigned by S&P Global, I collaborated with Tim Schafer & Rebbecca Anderson to develop and simplify complicated enterprise workflows that solved key advisor challenges and enhanced their productivity. Call my AI voice agent for further deep dive.
MERRILL.LOGO
intro
Advisor dashboard
Customizable Modules
Client Profile
Advisor Activity
Merrill Lynch
News & Annoucement
Advisor Education
Account report
Libro Credit Union
,
AI & Personal Finance
,
2023
Libro Credit Union was bogged down by slow development and a buggy legacy system. I proactively observed and communicated the need for a complete revamp of its digital ecosystem. My advocacy led to the company partnering with Rossul, a digital agency, to rebuild its digital platform. Collaborating with Rossul, a business analyst, and a digital strategist, I played a key role in solving complex workflow challenges and shaping a new banking experience. The project was a success—enhancing Libro’s digital presence and significantly improving development speed.
Libro Logo
Personal Dashboard
Business Dashboard
Mobile - Login
GIC Renewal
Libro Ad
GIC Mobile
Approve Transaction
More
Account Setting
Libro Credit Union
,
AI & Personal Finance
,
2023
Libro Credit Union was bogged down by slow development and a buggy legacy system. I proactively observed and communicated the need for a complete revamp of its digital ecosystem. My advocacy led to the company partnering with Rossul, a digital agency, to rebuild its digital platform. Collaborating with Rossul, a business analyst, and a digital strategist, I played a key role in solving complex workflow challenges and shaping a new banking experience. The project was a success—enhancing Libro’s digital presence and significantly improving development speed.
Libro Logo
Personal Dashboard
Business Dashboard
Mobile - Login
GIC Renewal
Libro Ad
GIC Mobile
Approve Transaction
More
Account Setting
Edward Jones
,
Wealth
,
2024
I was assigned by S&P Global to the Edward Jones Market Research project, where I was responsible for delivering UI updates based on client feedback. The tool was an internal platform used by financial advisors at Edward Jones for market research. I quickly adapted to the ongoing project workflows and ramped up fast. Chat with my AI voice agent at the top of the screen to dive deeper into this project.
Edward Jones.Logo
AN_02.MP4
AN_03.MP4
AN_04.MP4
AN_05.MP4
AN_06.JPG
AN_07.MP4
AN_08.MP4
AN_09.JPG
AN_10.JPG
Edward Jones
,
Wealth
,
2024
I was assigned by S&P Global to the Edward Jones Market Research project, where I was responsible for delivering UI updates based on client feedback. The tool was an internal platform used by financial advisors at Edward Jones for market research. I quickly adapted to the ongoing project workflows and ramped up fast. Chat with my AI voice agent at the top of the screen to dive deeper into this project.
Edward Jones.Logo
AN_02.MP4
AN_03.MP4
AN_04.MP4
AN_05.MP4
AN_06.JPG
AN_07.MP4
AN_08.MP4
AN_09.JPG
AN_10.JPG