BRANDS I’VE WORKED WITH:

 
 

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Project titles & tags
LPL FINANCIAL
Mobile beneficiaries experience
Mobile app design User testing B2C Info architecture Complex Visual design
Blue Pill Badges
LPL FINANCIAL
Conversion View Enterprise
& B2B
Responsive web design Complex Enterprise & B2B Info architecture Data viz Visual design Personas
 
Blue Pill Badges
CHARLES SCHWAB
Savings Fundamentals
Responsive web design Workshops User testing Info architecture B2C Wireframes & Prototypes Data viz Visual design
 
Blue Pill Badges
CHARLES SCHWAB
Financial planning multi-step actions
Mobile app design Info architecture Wireframes & Prototypes B2C Visual design User flows
Blue Pill Badges
CHARLES SCHWAB
Mutual fund overview screen
Responsive web design User Testing Workshops Wireframes & Prototypes Visual design B2C Data viz
 
Blue Pill Badges
CHARLES SCHWAB
Digital recommendation authorization
Mobile app design Info architecture Visual design B2C Data viz
 
 
Blue Pill Badges
CHARLES SCHWAB
Advisor conversion services tools
Enterprise User flows Complex Wireframes & Prototypes User testing Info architecture Visual design
Blue Pill Badges
CHARLES SCHWAB
Advisor conversion to digital account open flow
User flows Wireframes & prototypes Info architecture Complex B2B