Finance Design

Design agency specializing in financial firms, collaborating with them on marketing, branding, and UX design.

Design Director

Very Memorable, Inc.

Design agency with a focus on product design, branding, and content marketing. Client experience includes Children’s Health Fund, Imperial Dade, and the Global HIV Vaccine Enterprise.

Earned Wealth

Solo designer at a wealth management startup that successfully secured series A financing after a seed round.
• Product and growth design on a zero-to-one product creation and launch sprint for a flat fee short term engagement service. 
• Led UX strategy and research efforts, including conducting competitive analyses, creating proto-personas, crafting customer journey maps, and prototyping apps.
• Design of an AI-powered personalized content portal for our client app. And also upgraded task list functionality but allowing a user to rank and customize their to do list, and to communicate and share files with our advisors. 
• Cross-functional collaboration with executive leadership, including the CEO, Chief Product Officer, Director of Engineering, Director of Marketing, and Chief Wealth Officer.
• Contributed to growth initiatives by designing a comprehensive branding kit and social media templates in Canva for our marketing team. Additionally, developed landing page templates in HubSpot, and provided design updates to our pre-gate website using Webflow.

Lead Product Designer

IPX Retirement

Sole team member providing UX, UI, visual design, and research for the engineering department of a fintech startup focused on the 403b/457 market for educators. 
• Led a full-scale redesign of participant platform, optimizing for mobile usability while enhancing key features such as portfolio management, stock trading, and product research.
• UX and UI design of dashboard-driven investment advisor and plan sponsor portals featuring analytics tools: Resulting in increased platform growth and usage rates.
• Introduced custom-branded storefront toolkits, empowering over 30 investment companies to create branded user experiences on our platform.
• Collaborated closely with the product owner, CTO, and business analysts to drive agile product design. Mentored team members in user-centric design methodologies. 
• UX and UI design of added IRA functionality to increase employee plan participation. 
• Prototype and interaction design of an upgraded login process leading to plan participant signup rate improvement.

Founder and principal of an agency with a focus on creating educational games and microsites.
• Brand experience for iconic properties such as Thomas & Friends, Clifford: The Big Red Dog, Angelina Ballerina, Goosebumps, I Spy, and Cyberchase.
• Client roster includes HIT Entertainment/Mattel, PBS Kids, Sesame Workshop, Scholastic, Thirteen, TIME for Kids/Time, Inc., and Asia Society.

Product Designer, Producer, and Game Designer

Anime.com, Inc.

• Spearheaded product pivot from a content driven site to a social media visual discovery tool, similar to Pinterest.
• Led content strategy and management of staff writers.
• Management of social media promotion and sponsored advertising.

Publisher and Co-Founder

Fanboy.com

• Editorial management of staff writers for a daily updated website which grew to over 7,000 posts.
• Authored 3,500 posts, many of which went viral on social media.
• Management of social media promotion and community engagement.
• Coordination of sponsored advertising.

Publisher and Founder

Design is a revenue generator. I work with high-level stakeholders to create product design, branding, and content marketing. This empowers my clients to beat their competition.

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