Fidelity Investments

Director, UX Design \ 2021 - Present

• Directed the user experience vision for improving transferring assets after a customer's death. This led to:

  • A new customer service model that boosted asset retention, advisor engagement, and customer satisfaction.

  • Digital improvements that made it easier for customers, increased associate efficiency, and reduced paper usage.

• Mentored fellow designers and organized professional development activities, such as asynchronous debates, presentations, and hands-on workshops, enhancing skills and encouraging professional dialogue.

• Guided a scrum team to use a dual-track agile model, balancing research and user-focused design with agile development.

• Planned and led design workshops with teams and senior leaders, resulting in:

  • Quicker identification of common user needs.

  • Better understanding of different projects and alignment of goals.
    Creative solutions for complex user problems.

Principal, UX Design \ 2019 - 2021

• Worked with product teams as the lead UX designer to create a product strategy for managing healthcare expenses that secured new strategic clients.

• Designed, researched, and launched new features that matched the successful product strategy.

• Co-led the design of user experiences for employer-sponsored health and insurance benefits, as well as health savings and reimbursement accounts, improving consistency and usability.

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 - 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.