Professional

My personal “core value” is information optimization – ensuring all relevant data becomes intuitive content that facilitates effective decisions. 

DESIGN data Continuum

Leverage the interplay of design and data to create great Fintech products

Product Development Pivot

Learn how we pivoted our company from total wealth to tangible investments in just one year

Information Architecture for UHNW

Architect ultra high net worth ownership structures using a top down bottom up design methodology

A Day In the life

Explore how interactions with numbers and people affect Fintech design tasks

I develop products that grow businesses by managing teams who leverage strategy, user experience, and agile development to bring great products to market.  I have over 20 years’ experience in Fintech, building products for the investment management, private bank, retail bank, family office and RIA spaces.

Instrumental in pivoting the core business of The Portrait Group to tangible investments by defining a new market via product 
development.  For the pivot to work we employed generative research, prototyping, content strategy and daily dev cycles, all under an “agile umbrella”.  We deployed a commercial product in under a year, establishing TPG as the product leader in the space.

Go To Market Lead

Instrumental in pivoting the core business of The Portrait Group to tangible investments by defining a new market via product development. For the pivot to work we employed generative research, prototyping, content strategy and daily dev cycles, all under an “agile umbrella”. We deployed a commercial product in under a year, establishing TPG as the product leader in the space.

Branding Lead

Branding lead on total wealth portal deployment for international retail and private bank.  The 360 degree initiative (banking, liabilities, liquids and alternatives aggregation) was crafted for the bank to foster growth in the US market.  Worked closely with executive management to ensure that the 360 degree vision and brand experience were implemented at all digital touch points.  

Best practice evangelist, passionate about the role of information design in growing business.

encouraged team members 
to embrace the role of design 
in our business model.

Internally

encouraged team members to embrace the role of design in our business model.
empowered customers 
to grow their client base 
via our reporting strategy.

Externally

empowered customers to grow their client base via our reporting strategy.

Client Experience Lead

Client Experience lead on back office expansion initiative to capture Family Office market share.  Optimized partner software for usability.  Designed and led training for family office roles.  Led evaluative research to promote user adoption.  Facilitated role-based ethnographic studies to optimize system integration for analytics, management reporting and unique client configurations.

Custom Solutions

Seasoned in Client Services, with 15 years’ success coordinating requirement gathering, design, specification and production of custom reporting solutions for MFOs and private banks.  Skilled in needs assessment, information architecture for UHNW, training and keeping everyone “delighted” with the engagement.

Professional

Product Design Lead

Design lead at start-up that revolutionized the production speed, accuracy and presentation of quarter end statements.  At the time, it took operations teams up to 3 weeks to complete quarter end statements.  We researched, envisioned, designed and built a SaaS solution that generated quarter end statements in 1 hour, every day of the quarter, available in both interactive and PDF format.

Professional

Early Work

FINEXA, 2000-2001

Designed desktop applications for financial advisors.  Developed methodologies for interactive tables and charting.

 

Belle Spring Consulting, 2000-2001

Branded and designed for startups and technology firms.  Researched information rich domains, focused on financial.

 

E*TRADE Financial, 1997-1998

Optimized the first mutual fund query tool for usability.  Restructured trading interfaces for efficiency.

 

ZDNet, 1994-1996

Art directed daily illustrations for ZDNet.  Illustrated for Compuserve and AOL.

 

BFA Industrial Design, 1990-1994

Rhode Island School of Design