Principal UX Designer for
complex financial platforms.

I design high-density workflows, dashboards, and enterprise tools that help financial professionals make decisions, manage risk, and move work forward.

Financial PlatformsDesktop ApplicationsDashboard UXAI-Assisted WorkflowsInternal ToolsFigma Prototyping

Core Expertise

Designed for complex enterprise environments

Financial Platform UX

Designing tools for wealth management, trading, and institutional risk management.

Dashboards & Decision Support

Turning high-density financial data into clear, actionable intelligence.

Workflow Integration

Streamlining operational processes and reducing friction across complex systems.

AI-Assisted Experiences

Integrating ML and voice interfaces into professional advisory workflows.

Selected Work

Morgan Stanley Case Studies

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MyPractice
Practice Management Dashboard
Financial PlatformDashboardDesktop

MyPractice

A financial performance command center designed for advisors to manage their books of business with precision.

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Intelligent Document Processing
AI-Assisted Workflow
AI/MLWorkflow IntegrationEnterprise

Intelligent Document Processing

Integrating AI into enterprise document workflows to automate risk detection and data extraction.

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HR E360
Employee 360 Dashboard
Internal ToolsData VisualizationHR Tech

HR E360

A comprehensive view of employee data for HR professionals to manage performance, compensation, and risk.

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AI Teammate
Voice-First Assistant
Voice UXAI AssistantConfiguration Portal

AI Teammate

A voice-activated client assistant and advisor configuration portal for next-generation financial services.

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The Process

How I approach complex systems

01

Define the problem statement

Clarify what problem we are solving, who it affects, why it matters, and what success should look like before moving into design.

02

Map the workflow

Understand the current state, user journeys, system touchpoints, handoffs, and operational dependencies.

03

Identify decisions and risk points

Find where users make critical choices, where errors occur, and where the experience needs more clarity, feedback, or control.

04

Create structure from complexity

Organize information hierarchies, task flows, and interaction patterns into a usable product experience.

05

Prototype realistic interactions

Build high-fidelity flows that show how the experience behaves in real user scenarios.

06

Validate with users and stakeholders

Test assumptions, gather feedback, and align the experience with user needs and business requirements.

07

Turn patterns into scalable systems

Convert repeated solutions into reusable UX patterns, components, and standards that can scale across product teams.

Hands-On Principal Designer

Senior enough to lead.
Hands-on enough to execute.

I bridge the gap between high-level product strategy and the granular details of complex UI. I believe the best systems are built by leaders who stay close to the craft.

Hands-on craft

Figma, Prototyping, Design Systems, High-Density UI

Principal-level leadership

Stakeholder Alignment, Mentorship, UX Strategy, Vision Setting

Workspace

Let’s talk about complex product design.