Advisor Services Team• Design lead for Wealth Management services within Schwab Advisor Center product suite.• Leading designs for iRebal product suite.

ROAR Team• Led the redesign of Account Opening confirmation screens for all account opening experiences. This effort helped to improve client understanding of their account status as well as the status of any optional features which may require additional approvals (e.g. options trading or margin trading).• Led the design for platform migration effort of the Inherited IRA for a Minor Beneficiary account opening experience. • Led the design for platform migration effort of the following Schwab Intelligent Portfolio account opening experiences: Individual Brokerage, Joint Brokerage, Custodial Account, Trust Account for Single and Two Trustees, Traditional IRA, Roth IRA, Rollover IRA, Inherited IRA Adult Beneficiary and Minor Beneficiary, Simplified Employee Pension (SEP) IRA, and SIMPLE IRA.• Provided guidance and coaching for junior designers within the ROAR UX Team.• Helped maintain and refine ROAR UX Design Component and Template Figma libraries.

ROAR Team• Led the design of iOS, iPadOS, and Android digital welcome experience. This experience was created for former TD Ameritrade users who would be using the Schwab application for the first time (around 18 to 20 million accounts).• Collaborated with UX Designers and Product Owners to ensure that new TDA clients have a consistent experience throughout all channels.• Helped establish design deliverables and requirements for ROAR native app development.

• Responsible for providing all UX and Visual design specifications for TeamSite and Optimost products.• Wrote and proctored numerous user research tests with clients to determine best practices.• Collaborated closely with Product Management team to plan out feature enhancements and development schedule.• Led redevelopment of user persona library for the TeamSite and Optimost products.• Oversaw enhancements that propelled TeamSite and Optimost to market leaders according to Gartner and Forrester.

• Led design and feature planning for Analytics Designer product.• Contributed UX and Visual Design specifications for Magellan product suite.• Collaborated with Product Management teams to enhance existing Magellan products.• Wrote and proctored user research and testing sessions with clients remotely and in-person.

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• Directly supervised digital services fulfillment team.• Oversaw and directly built SEO, SEM, and Website Design campaigns for SMB’s throughout the SF Bay Area.• Designed and built digital fulfillment workflows through Salesforce.