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.
CORE EXPERTISE
Designed for complex enterprise environments
Financial Platform UX
Designing tools for wealth management, trading, and institutional risk management — where clarity is non-negotiable.
Dashboards & Decision Support
Turning high-density financial data into clear, actionable intelligence that drives confident decisions.
Workflow Integration
Streamlining operational processes, reducing friction, and connecting handoffs across complex enterprise systems.
AI-Assisted Experiences
Integrating machine learning and voice interfaces into professional advisory workflows with trust and control at the center.
SELECTED WORK
Selected Morgan Stanley Work
Four enterprise UX stories showing dashboard design, workflow integration, internal user tools, and AI-assisted financial experiences.
PRACTICE MANAGEMENT DASHBOARD & FINANCIAL PERFORMANCE COMMAND CENTER
MyPractice
Designing a centralized dashboard that helps Financial Advisors and support teams monitor practice health, track performance, review money movement, and stay aligned with business goals.
AI-ASSISTED DOCUMENT VALIDATION WORKFLOW
Intelligent Document Processing
Embedding intelligent document validation into existing financial workflows while preserving control, trust, and operational continuity.
EMPLOYEE 360 DASHBOARD
HR E360
A consolidated enterprise dashboard for internal HR teams to understand employee context — performance, compensation, career path, and risk factors — and take informed action.
VOICE-FIRST CLIENT ASSISTANT & ADVISOR CONFIGURATION PORTAL
AI Teammate
A voice-first client assistant and advisor configuration portal for service, testing, publishing, and escalation — enabling hands-free access to client data in professional settings.
THE PROCESS
How I approach complex systems
A disciplined, repeatable approach to navigating ambiguity and delivering UX that works at enterprise scale.
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.
Map the workflow
Understand the current state, user journeys, system touchpoints, handoffs, and operational dependencies.
Identify decisions and risk points
Find where users make critical choices, where errors occur, and where the experience needs more clarity, feedback, or control.
Create structure from complexity
Organize information hierarchies, task flows, and interaction patterns into a usable product experience.
Prototype realistic interactions
Build high-fidelity flows that show how the experience behaves in real user scenarios.
Validate with users and stakeholders
Test assumptions, gather feedback, and align the experience with user needs and business requirements.
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 UX delivery. I lead teams, align stakeholders, and stay close to the craft.
The best systems are built by designers who understand both the business problem and the pixel. My value is operating across that full range without losing fidelity at either end.
Hands-on craft
- Figma flows and prototypes
- Dashboard UX
- Workflow mapping
- Wireframes and visual design
- Design reviews and iteration
Principal-level leadership
- Stakeholder alignment
- Product strategy
- UX direction
- Mentoring designers
- Cross-functional collaboration
MORE WORK
Additional work and future case studies
Projects across enterprise tools, design systems, and internal platforms — available upon request.
Enterprise AI UX Framework
COMING SOON
HR Platform Experiences
COMING SOON
Product Builder Work
COMING SOON
Mobile App UX
COMING SOON
SaaS Product Design
COMING SOON
Design Leadership Artifacts
COMING SOON
GET IN TOUCH
Let's talk about complex product design.
Available for Principal UX Design opportunities involving financial platforms, enterprise applications, dashboards, workflow modernization, and AI-assisted experiences.