A selection of enterprise services, workflows, operating models, and digital experiences where the real problem crossed teams, technology, process, and human needs.
A fragmented relocation service spanned HR, payroll, legal, finance, Workday, support teams, communications, and document handling. I led experience strategy and workflow redesign to centralize the experience, improve visibility, and establish clearer ownership.
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As the senior Experience Strategist on the leadership team, I helped create and institutionalize new operating practices for a roughly 28–30-person function working across approximately 60–70 partner teams.
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Research and product strategy for tools, calculators, and educational experiences designed to help retirement-plan participants understand their financial position and take more informed action.
View caseAt Bank of America, researched analyst workflows and led future-state experience design for a centralized production system. Public detail is intentionally limited by confidentiality obligations.
At Fidelity, developed requirements, designed and tested future-state experiences for linking external financial institutions and moving money through ACH and wire services.
At Fidelity, led product-design work for multi-tier authentication experiences, including differentiated security options for high-net-worth clients.
At VMware and Voya, developed practices, education, standards, and champion networks that helped teams apply human-centered methods more consistently.
Role history, scope, and evidence-safe positioning in one place.