Senior Product Designer seeking to contribute in the AI-driven design
space, with a focus on turning emerging AI capabilities into intuitive,
high-impact product experiences through user research, interaction
design, and systems thinking.
Summary
Builder/Maker
20+ years of experience as a User Experience Designer
Last 18 years in the financial sector, working with very large
financial institutions
Analytical, creative, detail-oriented, hands-on, and team player
Experienced in product development and key contributor in multiple
product launches from conceptualization through full life cycle,
including post-release activities
Experienced in dealing with complex, very large data sets
Experienced in both retail and institutional platforms
Experienced in leading multi-disciplinary UX teams
Experienced in agile methodology (both design and development
cycles)
Experienced in design thinking, product evangelization, and user
adoption management
2000 - 2004Senior Usability Engineer, iNautix Technologies (Division of
Pershing)
1999 - 2000Usability Engineer, Hartford Life Insurance
1998 - 1999Usability Engineer, PRT Barbados
1997 - 1998Usability Engineer, Riverrun Software Group
1996 - 1997Usability Engineer, NIC Government of India
Major Initiatives
BNY Mellon
Enterprise Design System: Team lead and key contributor for
implementing a UI design system across applications. Responsibilities
included UX design, design sprint scrum facilitation, front-end
development support, standards and guidelines, training, and
governance.
Foundational Services (UI): Responsible for UX deliverables for
common shared services such as dashboard framework, alerts and
messaging, task management, and workflow automation.
Re-engineering Legacy Applications: Led UX for migration and
on-boarding of multiple applications into the BNY Mellon enterprise
platform (NEXEN Gateway) to provide a unified client and internal
experience.
Activities included design thinking sessions, contextual inquiries,
low/high fidelity prototyping, usability testing, and development
support.
Re-engineered applications included trading, cash management,
investment and portfolio management, asset servicing, and client
inquiry management.
JP Morgan Chase
Trading Redesign: Redesigned the trading experience for retail
investors.
Activities included focus groups, stakeholder interviews, competitor
analysis, low/high fidelity prototyping, usability testing, and
development support.
CSR Workstation: Lead designer for a customer service representative
workstation for Chase Mortgage.
Activities included contextual inquiries, focus groups, low/high
fidelity prototyping, and usability testing.
Pershing LLC
NetX360 product development: Key contributor across ideation,
concept generation, prototyping, usability testing, development
support, and post-release activities.
Responsible for UX deliverables in trading, portfolio management,
performance management, multi-custodial data, CRM/contact management,
task management, and workflow automation.
Managed Accounts platform redesign: Team lead for redesign efforts.
Activities included stakeholder interviews, competitor analysis,
focus groups, contextual inquiries, low/high fidelity prototyping,
usability testing, and development support.
Third-party vendor integrations for portfolio management, prospect
management, enterprise billing, and enterprise workflow.
Re-engineering legacy applications including asset movements, account
transfers, enterprise billing, and online balancing.