Projects
Selected work in financial services and enterprise platforms.
Each case study covers the business context, my role, design process, key contributions, and outcome. Supporting project PDFs from the original portfolio are available within the relevant case study.
BNY / ETF Services
ETF UX Design Initiatives
A portfolio of operational tools that improved visibility, consistency, and efficiency across complex ETF workflows—from basket construction and filtering to metrics, notifications, and reusable UI standards.
J.P. Morgan / Global Wealth Management
New Client Management Platform
A unified experience for wealth-management advisors and support teams, replacing outdated workflows with clearer navigation, better access to client information, and more usable regulated processes.
Morgan Stanley / Wealth Management
Advisor Platform Redesign
A modular wealth-management dashboard that helped advisors filter a flood of research, understand branch performance, and move into relevant client opportunities without losing context.