Fidelity Investments

Director, UX Design \ 2021 - Present

• Organized and executed design workshops with teams and senior leaders that:

  • Accelerated discovery of critical user needs, driving user-centered design decisions.

  • Enhanced strategic alignment of project goals, ensuring cohesive and focused project execution.

  • Fostered a culture of creativity and problem-solving, leading to Innovative solutions for complex user challenges.

• Directed the cross-channel, user experience vision for improving transferring assets after a customer's passing, impacting ~150K customers each year. This led to:

  • Digital improvements that made it ~34% easier to report a customers passing

  • A new customer service model that increased advisor engagement by ~75%

• Mentored junior designers in design and career growth that resulted in improved design and collaboration skills, greater career satisfaction, and higher associate retention.

• Planned and facilitated several thought leadership presentations and workshops with a ~93% recommendation rate.

Principal, UX Design \ 2019 - 2021

• Worked with product teams as the lead UX designer to create an omni-channel product strategy for managing healthcare expenses that secured new strategic clients with sizable assets.

• Designed and researched a new healthcare payment and reimbursement transaction that enabled a streamlined and seamless experience for millions of customers.

• Co-led the UX design for health insurance benefits and health savings accounts, which improved consistency between web-responsive and native iOS and Android app experiences.

Senior, UX Design \ 2018 - 2019

• Delivered a five-year plan to enhance the digital experience for employer-sponsored health and wellness benefits. This resulted in higher acquisition and retention of key workplace clients.

• Led UX efforts across multiple scrum teams with minimal supervision. Worked closely with business, technology, and research partners to deliver value for both the business and customers, aligning with key performance indicators (KPIs).

User Experience Designer \ 2015 - 2018

• Led and supported UX projects on both waterfall and agile teams for an employee benefits portal, with some guidance and coaching.

• Helped foster a positive culture in the UXD organization by serving on the social committee and advocating for accessibility and standardization through a design system.

Expion

Graphic Designer \ 2014

• Designed social media marketing insight reports, from standard templates to highly-customized, for major clients like Coca-Cola, IBM, Mondelez International, Hilton, and iHeart Media.

• Collaborated with product, development, and client management teams to create UI and UX that met user needs and improved both desktop and mobile usability.