The first UX-led initiative to drive structural change to Capital Group's Salesforce environment, setting the tone for how Design collaborates with partners on future replatform work.
Role
Design Principal
Team
Product + Engineering + Sales
Timeframe
2023 – 2024
A MacGyver-like evaluation system that introduces a shared language for product teams to assess new features, vendor solutions, and confidently make launch decisions.
Role
Design Lead
Team
Client Portal Operations
Timeframe
2024
A new analysis report used by Sales teams to provoke client conversations with data. So well-received it became the standard template, retroactively applied to key PCON reports.
Role
Design Lead
Timeframe
2021
A gateway report that orients new clients around imbalances in their investment process, designed to open the door to deeper Portfolio Analysis conversations.
Role
Design Principal
Timeframe
2025
Leading an enterprise-wide replatforming effort onto Financial Services Cloud that's seeking to unlock AI, mobile, and more robust financial data.
Role
Design Lead
Timeframe
2025 – Present