Portfolio · Selected work ’12–’26

Fintech & SaaS products that help people engage with complexity, simply.

Alchemer

Survey & feedback platform · 2022–26

2026 case study

Alchemer Dashboard

I solved the integration challenge of making Alchemer’s ThoughtSpot-powered dashboard feel native to the platform — running four research phases and designing data-preparation flows that bridged two fundamentally different products.

User researchStakeholder communicationResilience under complexity

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2024 case study

Alchemer Crosstab

As sole designer I overhauled a dropdown workflow that made users scroll hundreds of unsearchable questions — leading competitive analysis, user research, and 7 rounds of moderated usability testing to reach a drag-and-drop interface that needs zero onboarding.

Usability testingCraft ownershipSimplifying complexity

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Merrill Edge

Self-directed investing · Markit Digital · 2012–22

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2017 case study

Stock Story

Applying cognitive UX principles — the Three-Layer Reading Model, chunking, and the curiosity gap — I transformed dense financial data tables into a chapter-driven narrative novice investors can research with confidence.

Cognitive psychologyArticulating design rationaleEmpathy for users

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2019 case study

Idea Builder

User testing surfaced a core tension: investors wanted emotional resonance and performance validation. I designed a dual-layer experience that leads with inspiration and backs it with institutional-grade financial data.

Usability testingEmpathy for usersStakeholder communication

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