Understand the operating model
I learn the roles, language, constraints, controls, and failure points behind the interface.
About
Senior in perspective. Hands-on by choice.
I’m a UX and product design leader with more than 15 years of experience simplifying complex systems.
I’ve worked across financial services, wealth management, ETF operations, enterprise platforms, and regulated workflows. I connect research, product strategy, information architecture, interaction design, visual craft, accessibility, and implementation—staying involved through delivery to protect design intent.
How I work
My process starts with the decisions people need to make—not the screens they need to use.
Create shared clarity
I make complex workflows visible so users and stakeholders can align around the same problem.
Test decisions early
I use flows, wireframes, prototypes, and usability studies to reduce risk before build.
Stay through delivery
I partner closely with engineering and design-system teams so implementation keeps the intended experience.
Experience
Leadership across financial services and enterprise products.
Simplicity Group
Senior UX Lead
Leading UX strategy for Salesforce platforms, advisor experiences, and internal tools; establishing scalable patterns with Figma and SLDS 2.
BNY
Senior UX Lead, SVP
Led product design across ETF platforms, operational analytics, design systems, and AI-assisted workflows, from early research through implementation.
J.P. Morgan
Lead UX Designer, VP
Transformed regulated wealth-management workflows in partnership with advisors, operations, compliance, governance, and technology teams.
Morgan Stanley
Lead UX Designer, AVP
Led discovery, information architecture, interaction design, and usability across advisor web, desktop, and mobile applications.
Additional experience includes MSCI / Burgiss, Fiserv, Lincoln Financial, Chubb, ADP, Thomson Reuters, Merck, NBCUniversal, and The Metropolitan Museum of Art.