20 years of experience designing, developing and managing transformative products and leading User Experience teams for companies large and small across a wide range of industries including Finance, Technology, Human Resources and Agencies.

  • Proven experience in UX, product design, design strategy, design thinking, visual and interaction design, information architecture and marketing 

  • Highly skilled product leader with expertise across the product development lifecycle

  • Adept at delivery and execution leveraging agile & lean design and development practices

  • Experience partnering and leading with a wide range of colleagues including quantitative research & data science, corporate strategy & business management, sales, technology, data and analytics, other user experience and product teams

  • Experienced manager and mentor

Experience

Jan 2015 - Current
Vice President, Product & User Experience at JP Morgan Chase 
Manage user experience and product teams that deliver mobile, analytics, and CRM to Sale, Research and Trading. By blending user experience, data science, agile development and lean product management I have successfully delivered multiple products that fundamentally changed how the bank communicates internally and with clients on the desktop, mobile and web.

Jun 2012 - Dec 2014
UX Lead at Morgan Stanley
UX and Product Lead for the Firm’s Risk Management Division. Designed and implemented solutions to address Dodd-Frank, Basel III and the Firm’s desire to improve operational and market risk management. Drove definition and adoption of UX patterns and helped the firm adopt social tools into the development process.

  • Responsible for information architecture and visual design for the Firm’s operational and market risk departments.

  • Worked closely with the Firm’s risk managers to design an application that captures and tracks operational risk incidents and legal cases that are included in the Firm’s capital calculations after an intricate workflow and approval process.

  • Designed or contributed to a number of risk applications including ones that managed entitlements, reference data, risk assessments, scenario analysis, portfolio management, on-demand aggregation and remediation.

Jun 2012 - Aug 2014
Founder and Product Designer at HuddleHR
Created an award winning startup to simplify HR and insurance for small businesses. 

Jan 2012 - Jun 2012
UX & Technology Consultant at the University of South Carolina
Transitioned the University to a modern web infrastructure and brand experience. Worked with Marketing, IT and Academics to develop the institution’s web standards. 

  • Responsible for helping transition SC.edu from legacy technology and an outdated design to a responsive HTML5/CSS3 site built in a modern CMS.

  • Helped train and guide the creative team.

  • Worked with academic areas and technical partners to develop information architecture, web templates and visual design.

Jan 2012 - Jun 2012
Head of Customer Experience / Internet Marketing at Colonial Life/UNUM
Customer (e.g. User) Experience and Internet Marketing team lead with responsibility for day-to-day management, platform strategy, Internet marketing programs and product development across all areas of the enterprise.

  • Built and managed the User Experience Team.

  • Authority over web and application design, information architecture, user interfaces, content management and front-end web development.

  • Creative Director for Internet related initiatives.

  • Successfully established brands and brand strategies.

  • Wrote the business case and defined plan to redesign Colonial Life’s extranets & public site.

  • Transitioning sites into Sitecore’s content management system.

  • Successfully implemented the User Experience for a 35mm .NET system.  

  • Implemented and designed the user interfaces for WPF/XAML applications.

Sep 2001 - Jun 2003
Director of Internet Operations at Here is New York
Accountable for product design, development and operations for the 9/11 charity. 

  • Established and led the Customer Experience Team.

  • Responsible for day-to-day operations related to external facing websites and web marketing.

  • Head of UX and Product Design accountable for Designers, Information Architects, Front-End Web Developers and Web Producers.

  • Responsible for UX team estimates, planning, usability testing, wireframes and requirements.

  • Defined Colonial Life’s strategic tech platform

  • Wrote the business case and product plan to redesign and reengineer Colonial Life’s extranets.

  • Led team through a Policyholder and Producer site redesign.

  • Creative directed new designs for the Colonial Life public site and producer site.

  • Creative Director and Senior Information architect for IT related initiatives.

  • Successfully implemented a 35 million dollar .NET/WPF enrollment system.

  • Established product brand and brand strategy.

  • Implemented and designed the user interfaces for WPF/XAML applications.

Dec 1999 - Aug 2001
Founder at Exzo
Founded a cybesecurity company to address the need for controls to manage privacy and security issues associated with Internet transactions.

  • Created a detailed business plan, executive summary and technical documentation.

  • Solicited venture capital.

  • Designed the product & technology

Nov 1998 - Dec 1999
Director of Interactive and Internet Marketing at Wechsler Ross & Partners
Co-founded the Interactive team that established Wechsler as an integrated marketing and communications company for financial institutions across both print and the Internet.

  • New York Life: Designed the “Mainstay Funds” brand for print and Internet.  

  • Ariel Mutual Funds: Designed an award winning web site with integrated online
    account access.

  • SinglePoint Financial: Helped conceive and launch the marketing campaign, identity and website for the financial startup.

  • Other Projects: Standard and Poor’s, Flip Funds, Morningstar, TravelEX and OnMoney.

Oct 1996 - Nov 1998
Producer & Lead Front-end Developer at Studio Archetype/Sapient
Worked as a Lead Web Developer and Information Architect helping Fortune 500 companies establish themselves on the web.

  • First Union: Technical lead for the strategic redesign of First Union’s web presence.

  • Kodak: Development team leader for the prototype of the Kodak PictureCD.  Managed the UI and technology development effort while partnering with Kodak’s imaging team.

  • IBM: Worked for two years on various aspects of IBM’s web presence including three redesigns of IBM.com and on the e-business brand. Responsibilities included technology development, interface and visual design, information architecture, brand strategy and production.

  • Other Projects: Morningstar, MetaCreations, Fidelity, @home, and The Travel Channel.

Consulting

  • Itekka: Consulted on the product design, established the brand and implemented a WPF application and website for this stealth mode company. (2009-2010)

  • CSC:  Provided application design and information architecture that CSC used as a template to update all P&C insurance products. (2007-2008)

  • Toyota:  Implemented a public site for Latin America and an Intranet servicing Puerto Rico. Migrated Toyota Puerto Rico to a web based system that allowed dealers to centrally access inventory, manage and track sales and chart competition. (1998)

  • American Express:  Worked as a consultant on American Express Financial Direct, one of the first online trading and investment research sites. (1995)

Other projects: Kodak Professional, IBM research, Concord Consortium/CILT, Jewish Child Care Association, Aaron Siskind Foundation, Do You Know What it Means, et. al.

Education

Grafuated Jun 1997
Master of Arts in Computer Art & Design at The School of Visual Arts 
Completed a master’s degree with concentrations in Internet development, virtual reality programming and user experience. 
GPA: 3.82

Graduated Jun 1993
Bachelor of Arts in Philosophy at Grinnell College