The hall
of fame.

Designed product experiences for a wealth management platform serving family offices, RIAs, and institutional investors. Worked across portfolio analytics, onboarding, and operational workflows to help users manage complex financial data with greater visibility and less manual effort. The platform supported 100+ family offices and tens of billions in assets under intelligence.

Designed the product experience for Deal Space, an AI-powered deal evaluation platform built to support due diligence, collaboration, and decision-making around complex opportunities. Led UX/UI and workflow design across document review, risk detection, stakeholder alignment, and investment analysis. Created AI-assisted experiences that transformed complex deal materials into structured analysis and actionable insights.