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.
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.
Best practice evangelist, passionate about the role of information design in growing business.
Internally
encouraged team members
to embrace the role of design
in our business model.
Externally
empowered customers
to grow their client base
via our reporting strategy.
