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