James Lorentson Email & Phone Number

Camas, Wa, Us

Camas, Wa, Us

Portland, Oregon Metropolitan Area

https://www.jameslorentson.coma PNW-based landscape photographer who creates fine-art nature photography and offers both in-field and post-processing photography instruction.

-Principal Designer and Researcher at Symetra New Ventures, focusing on wellbeing-centric product innovation.-Led the design and research of the Cares iOS app, involving user interviews, surveys, and testing to prioritize features and create both low and high-fidelity designs.-Directed the design for the Unexpected Events Insurance-Warranty Bundle.-Engaged as a Visualizer & Storyteller, crafting and presenting an organization-wide talk on ‘Outcomes Over Outputs’ and collaborating with VP-level stakeholders to refine and visualize messaging.-Spearheaded the design of a new 250-slide company deck, enhancing corporate communication.-Collaborated closely with the Customer Experience (CX) team, integrating customer-centric research methods, prioritization frameworks, and workshop facilitation techniques, and presented future CX strategies.-Active practitioner of the Innovation Community, co-organizing monthly and quarterly events focused on customer-centeredness and innovation and initiating company-wide innovation process improvements.-Conducted weekly office hours for design thinking consultation and facilitated multiple workshops using the “How Might We” approach, including projects on customer withdrawals and managing gene therapy costs in Stop Loss insurance.

Seattle, Wa

Led the UX research and design for boutique web design agency.

Seattle

Seattle

-Work together with clients to assess their financial situation and goals.-Series 7, 66 and WA State Insurance & NMLS licensed. -Fiduciary and client advocate serving their best interest. -Brought in ~$13 million/yr in new assets, servicing 112 client households. -Worked with high-net-worth clients as a problem solver to identify their financial situation, mindset, and goals. -Provided personalized, research-based financial planning recommendations. -Exceptionally skilled at motivating action, bringing clarity to a situation and defining achievable and personalized solutions.

Ponte Vedra Beach

-Managed financial portfolios for over $35 million in assets amongst 400 households, throughout 5 credit union investment offices. -Gross Dealer Commision (GDC) of ~$315,000/yr. -Developed relationships and with centers of influence as a trusted referral partner.-Left to move across the country

San Marco, Jacksonville, Fl

• Became Series 7 & 66 Licensed• Gained investment, insurance, retirement planning, and product knowledge.• Cultivated a natural and effective sales process and disciplined business-building behaviors.

• Budgeting.• Loan and Grant processing.

Bachelor'S Degree, Sociology With A Research Focus, 3.7

Activities and Societies: Navy ROTC

Ai Product Design

Artificial Intelligence (AI) Product Design AI Product Design in 7 weeks: Design future-proof products with AI, ML, neural networks, &.

Certificate, Data-Driven Design

Activities and Societies: https://designlab.com/advanced/data-driven-design-course/8-week intensive course mastering product data and UX.

Certificate, Data-Driven Design

Design Sprint Masterclass, Experience Design

Learned to conduct and facilitate design sprints.

Ux Academy, Ux Design

Activities and Societies:-http://trydesignlab.com/ux-academy/ -50+ hrs/ week for 4 months, working on several projects using UX Design.

Design Sprint, Design, Nanodegree

-A project-based course using Design Sprints taught by industry leaders.

Front-End Web Developer Nanodegree, Html, Css, Javascript

Program or be programmed, right?

High School, Honors

Activities and Societies: chess club