lead User Experience and product Designer
charles schwab & company inc., austin, tx
april 2021 to january 2024
Led UX Design teams for two Schwab logged-in web and iOS client experiences, contributed design to two additional experiences.
Empowered client self-service by launching Schwab’s Financial Planning Action Center for both web and iOS
Enabled higher education discovery and learning by designing Schwab’s web College Savings Calculator internal pilot
Improved System Usability Score (SUS) by 15% through iterative design and testing for Mutual Fund Overview web screen
Led UX Design, prioritization, and project management for 2-4 virtual UX Design & Research teammates
Led product discovery of 2 cross-functional teams through design thinking / workshopping process
Kept UX and Product teams on track through scheduled design reviews
Ensured best-in-class UX design by driving design decisions
Achieved user-centric design solutions by collaborating iteratively with Product, Research, Development, Data, and Accessibility teams
Gained and incorporated user insight by planning, facilitating, analyzing, and reporting three unmoderated usability tests
Enabled successful, on-time digital fund search launch by ensuring timelines stayed on track, as well as project managing all design and research work
Empowered engagement by mentoring, coaching, and helping teammates grow skills
Kept design skills current by working on UX projects of my own
Reinforced Schwab brand strength through consistent use of UX Design System
Expanded on the Design System through collaboration and new pattern creation during three web projects
Amplified design and research findings by effectively communicating with executive leadership, cross-organization, and within larger UX team
senior user experience designer
charles schwab & company inc., austin, tx
february 2019 to april 2021
Senior UX Designer on Advisor Transition Service accelerator, multi-billion dollar Advisor Services business, and Schwab’s first combined UX and Code Design System team.
Created secure web advisor credential creation process through design and launch for Schwab’s Advisor Transition service
Enabled faster web account open through design and launch of Digital Account Open for Advisor Services product
Sped up time-to-market of Schwab’s Advisor Transition service by achieving user-centric web design solutions, ideating future solutions, and meeting design due dates through iterative collaboration with Product, Development, Customer Experience, Content Strategy, and UX Research in an Agile accelerator environment
Team player by contributing to design reviews and design decisions
Contributed to and launched Schwab’s first web UX Design and Code User Experience Design System
Educated UX Designers and Directors in two large virtual trainings on how to use and contribute to the UX Design System
senior user experience and visual designer
charles schwab & company inc., austin, tx
may 2016 to february 2019
Senior UX and Visual Designer for multi-billion dollar Advisor Services business.
Created three new web products, updated three existing ones for Schwab Registered Independent Financial Advisors in an Agile environment with UX, Content, Product, and Development teams
Team player with larger Schwab UX to achieve best-in-class UX and visual design
Scaled UX pattern consistency by iteratively updating Advisor Services User Experience Style Guide for third party, Product, and Development reference
Increased UX output by overseeing work of 3rd party UX Design agencies
user experience and visual designer
Dun & Bradstreet
July 2013 to December 2015
Created UX and visual design for four web business information products
Modernized UX and visual design for three web business information products
Led and facilitated internal and external Design Thinking workshops
Made informed UX designs by analyzing user testing and data analytics, and shared with UX team
Team player with internal UX, Product, Technology, and Project Management teams
Achieved best-in-class design through close collaboration with UX Design Team