Portfolio

Modernization of the integrated platform, increasing compatibility across applications and optimizing efficiency.

• Lead designer on a team of two
• Worked with stakeholders, business analysts, developers, and end users
• Redesign of an existing application, with additional functionality
• Conducted ideation workshops, prototyping sprints, user tests, and development oversight

Portfolio management application, linking the current portfolio and assigned model to the trading application using algorithms and best practices.

• Solo lead designer
• Worked with stakeholders, business analysts, developers, and end users
• Brand new application, linking two existing applications
• Conducted ideation workshops, prototyping sprints, user tests, and development oversight 

Redesign and combining of multiple existing trading applications. Providing integration points to launch into trading, or complete a trade, throughout the Raymond James platform.

• Solo lead designer
• Worked with stakeholders, business analysts, developers, and end users
• Redesign of existing applications, with additional functionality and integration points
• Conducted ideation workshops, prototyping sprints, user tests, and development oversight

Designing a method of providing timely information to advisors without bombarding their email.

• Lead designer with a team of 3 UX designers
• Worked with stakeholders, business analysts, developers, and end users
• A brand new application for our users, who previously just received email notifications
• Conducted ideation workshops, prototyping sprints, user tests, and development oversight

Disclaimer: Due to non-disclosure agreements, I am limited in the amount of work I can show.