Project to enhance user engagement on MarketWatch by implementing user-friendly navigation menus, enabling seamless exploration and discovery of valuable financial content.

Redesign of the Wall Street Journal's yearly College Ranking Report experience and creation of a standardized data table component for the Dow Jones Unified Design System. This new user-centric approach achieved its yearly subscription goal within the first 10 days post launch.

Creation of Barron's new Stock Screener tool for subscribed Barron’s users who are traders and investors to help them choose stocks based on canned or custom search criteria.

Creation of WSJ Personas utilizing UX Methodologies to drive NextGen website redesign

This overview encompasses the reset of the Personal Advisor Services and Digital Advisor cross-channel user experience strategy to a value-based approach, driven by specific client needs and backed by research. It also includes the proposed way forward and definition of the future of Managed client mobile experiences for the Vanguard Mobile App.

Vanguard stands as a worldwide investment firm overseeing assets exceeding $7 trillion. It has played a pivotal role in transforming low-cost investing into an accessible option for the public, earning its position as the second-largest provider of exchange-traded funds (ETFs) globally. Beyond funds, Vanguard extends its services to include brokerage facilities, investment education, financial planning, and asset management.

Establishing UX/JIRA workflows, processes, systems of record, standardization of project requirements, deliverables, and UX best practices across Vanugard CXD departments, Families, & Labs.

Initiative to create an intuitive tax experience that empowers clients to confidently file their taxes and maximize their investment success.

Current state analysis to identify opportunities, target audiences, process gaps, establish/evangelize UX methodologies within MSC, and development of the FY19-20 UX roadmap. To ensure understanding and alignment across stakeholders, I approached this project utilizing a wide range of methodologies.

Standardizing banners across mscdirect.com into reusable components increasing engagement/click-through, and supporting a consistent, responsive, and accessible user experience.

Creating a consistent, standardized, responsive, and accessible user experience across MSCDirect.com utilizing & expanding upon semantic-ui with IT partnerships

Project to help a top 5 bank answer: How can we reduce perceived wait time for Platform services and positively impact the Overall Satisfaction Scores to optimize the financial center experience?

You are Not the User - Learning the Hard Way

Large scale internal financial application redesign to decrease end-of-month operating costs, and reduce data-entry/manual process errors and new associate training costs

Financial Services website redesign utilizing UX methodologies to identify customer pain points, areas for improvement, and to craft a user-centered strategy supporting business goals and objectives.

The Interactive Learning Area is a proof of concept for the Founders Hall Virtual Center located within the Bank of America Corporate Center. It consists of six touchscreen devices, housing refactored Better Money Habits® and Merrill Edge® content to create engaging and actionable experiences for current and potential customers.

Positioning Top Bank to Identify Future Marketing Opportunities & Expand Customer Accounts