Portfolio · Selected work ’12–’26
Fintech & SaaS products that help people engage with complexity, simply.
Alchemer
Survey & feedback platform · 2022–26
ViewAlchemer Dashboard
Working on a tight timeline, I ran 4 research studies to understand user needs for our partner product integration, helping us pick a partner, and target UX adjustments within our product to smooth out the rough edges of the integration.
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ViewAlchemer Crosstab
I championed a redesign of a tool desperately in need of modernization, leading to increased user satisfaction and the task of building a crosstab from a survey moving from hours to under 30 seconds.
View case studyMerrill Edge
Self-directed investing · Markit Digital · 2012–22
ViewOptions Strategy Assistant
Options are Wall Street’s most intimidating investment class. I led design of a first-of-its-kind guided trade builder that starts with an investor’s outlook — not the options chain — driving 8% YoY growth in options trading and an estimated $70MM in prevented client losses.
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ViewStock Story
Leading the engagement from pitch to production, I built a product that revolutionized the research experience for novice investors. Grounded in cognitive psychology principles and UX best practices, the product still receives industry recognition to this day.
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ViewIdea Builder
What if picking out investments was intuitive as choosing your next weeknight binge-watch? That’s the question our client asked us to execute… leading to a screener experience that lets users explore naturally and visually
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