• Leads design for client-facing experiences on the new Morningstar Wealth US Platform and Client Portal, used by approx. 6,000 users, collaborating cross-functionally with product and engineering teams to enhance every page with an improved user experience.

• Manages 2 designers, fostering teamwork and enhancing their skills in visual and UI/UX design using tools like Figma and Marvin AI through trainings, mentorship meetings, and feedback sessions.

• Plans product development for 30+ projects with tech leads using Agile methodologies, ensuring alignment with strategic roadmaps and stakeholder engagement using SUS scores to track success.

• Integrated AI tools for quick design mockups, prototyping, wireframes, and user research to experiment and refine user flows.

• Leads the mentorship committee that matched over 60 designers with career-enhancing partnerships, since 2021. Improved the retention and sign up after introducing more training, better matching, and check-ins.

• Utilized a customer-centered playbook to design solutions tailored to enhance workflows, employing tools such as discovery documentation, workshops, wireframe ideation, usability analysis, and high-fidelity mock-ups.

• Drove the discovery process for new web client portal and companion mobile app through in-depth conversations with 12 customers and 4 CSMs (Customer Success Managers).

• Facilitated design thinking workshops, employing prototyping and visual design to expedite feature development and enhance user experience.

• Redesigned and iterated on Morningstar Connect, its premium account linking API & UI components, and Account Summary component. Which involved working with 2 development teams and contributed directly to $3.6 billion in revenue.

• Lead a research campaign with 8 users identifying user error language and UI placement updates, to improve product retention and usage.

Associate designer on Morningstar's data collection tool:

• Highlighted the needs and wants for financial professionals inputing data into Morningstar's proprietary database.

• Served internal analysts experience in the review, approval, and analysis process.

• With responsibilities ranging from user research campaigns, end-to-end user flows, high fidelity deliverables, spec'ing, and QA.

• Lead designer at Creative Wellness Mobile App Start-up

• Creating full high-fidelity mocks for iOS release

• Tackling challenging UX problems

• Working with a developer team to work from ideation to release

• Direct report to CEO and Founder