
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

Institutional marketing materials, including client presentations

Centralized executive reporting hub on company intranet

RIA platform screen design
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