
UX Architect of Cloud Based Application for Project Budgeting, Forecasting, and Reporting

Capacity Model Report Creation

Video presentation to firm on new platform

Consulting at Fannie Mae

UX Architect and design on brand new RIA platform

Executive level enterprise reporting - sent biweekly to CEO and Executive Leadership, as well the entire enterprise directors and above

Interactive product sales demo - used as an educational piece for sales, as well as a tool to show prospective clients before actual platform is completed

User guide for brand new RIA platform - responsible for content curation and creative direction

Video presentation to executive leadership at E*TRADE and Morgan Stanley as part of potential synergies of integration. Included multiple prototypes of potential screen designs.

Executive level project reports distributed to executive leadership

Centralized executive reporting hub on company intranet

Institutional marketing materials, including client presentations

RIA platform screen design
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