Business Outcomes

98point6 | Healthcare

  • Began with one patient per day with the clinical trial experience when I joined in 2017, and grew to over one million patients by 2019.

  • Began with zero corporate clients in 2017 and grew to 150 by 2019

  • Patient experience received 4.8 stars from 24,000+ iOS & Android reviews by 2019

Medbridge | Healthcare

  • Patient GO app received 4.6 stars from 9,000+ iOS & Android reviews

  • Enterprise sales of Healthcare NPS Index platform closed on 100% of pre-development commitments

Ameritrade | Finance

  • Led the design of the Streamer Command Center—a featured product in the Ameritrade merger discussions

  • Led the Apex platform design—the featured product in the TD Waterhouse merger discussions

  • The Barron’s Online Brokerage Review was the tastemaker in the highly saturated online brokerage sector. Ameritrade’s legacy platform received a 12th place ranking (2.5 stars) in 2004. With the launch of our Apex platform, the 2005 review rewarded Ameritrade with 4.0 stars and 2nd place.

Karat | Technology & Software

Achieved line-of-sight to reach scale through a research initiative that framed front and back of house inefficiencies, specifically an 80% manual interaction rate with clients across all touchpoints. We exposed targeted opportunities to productize the service, drastically improve TTV, automate sales pilots & demos, and enable product-led growth in an end-to-end experience.

FXCM | Finance

  • Improved account conversion by 3x for search, 1.5x overall, and achieved all-time sign-up highs

  • Improved demo sign-up conversion rate by +42% for organic search, +20% overall

  • Decreased bounce-rate by -20% overall

  • Improved organic (SEO) visibility and achieved all-time high page-1 rankings on high value terms

  • Achieved dominant market share on >1100 tracked non-brand keywords

Leadership Fundamentals

Karat | 2021 - ‘23

  • Director of Design

  • Team size: 5 (3 product designers, 2 researchers)

  • Focus: Service PM initiatives while researching future state at scale

  • Managers: SVP Engineering then VP Product

  • ProdDev operating model: ENG sprints booked 3 months in advance, minimal product discovery, previous design team was provided BRDs to make interfaces

98point6 | 2017 - ‘19

  • Director UX Design & Research

  • Team size: 12 (2 Directors with full teams of UXD, UXR, and writers)

  • Focus: Patient and clinician platforms from zero to one

  • Manager: Chief Product Officer

  • ProdDev operating model: Prioritized areas of focus; empowered teams to conduct product discovery w/ generative research; framed outcomes led ideation direction into formative research w/ no code prototypes; ENG philosophy anti-Agile

Medbridge | 2016 - ‘17

  • Product Design Manager

  • Team size: 4 product designers

  • Focus: Staff to design new products and cover existing verticals within a B2B2C

  • Manager: Chief Operating Officer

  • ProdDev operating model: Agile w/ 3 week sprints; Design fed sprints & user stories were written from design prototypes;; fluid investment in user research

the dotmatrix project | 2007 - ‘10

  • Founder / Executive Producer

  • Team size: 50+ media creators

  • Focus: Staff coverage of monthly shows—2 engineers, 2 photographers, 4 filmmakers

  • Manager: 150+ musicians & venue owners ;)

dotmatrix studios | 2005 - ’13

  • Founder / Design Director

  • Team size: Primarily remote, from 2 to 6 designers per project

  • Focus: Hire contractors as project needs dictate

  • Manager: n/a

  • ProdDev operating model: Dependent on project and client (ranged from embedding within Agile operations to a focus on strategy & execution w/ minimal collaboration w/ ENG

Ameritrade | 2003 - ’05

  • User Experience Design Manager

  • Team size: 14 — IA, IxD, Copy & Frontend Eng, scaled from ground up

  • Focus: Scale a team to tackle the unification of two platforms into one brand

  • Manager: Engineering Director

  • Operating model: Pre-PM; I introduced interaction design to BA requirement gathering; iterated closely with front-end; engaged in system design through task flow driven conversations with back-end

Xpedior | 2000 - ’01

  • Global Services, Chief Information Architect, Management Consultant

  • Team size: Inherited 40+ dotted line reports, participated in hiring across 8 offices

  • Focus: Curate the Information Architecture practice across the company

  • Manager: Chief Creative Officer