TEKsystemsSenior UX Designer - LPL Financial
Jan. 2023 - May. 2023- Designed and delivered a modular trading platform and dashboard for trust officers to buy and sell stocks, streamlining portfolio balancing workflows, reducing transaction time by 30%, and enhancing decision-making efficiency.
- Spearheaded product design for ClientWorks, an integrated platform enabling financial advisors to manage their business, including enhancements to the Move Money feature—delivering a more cohesive and streamlined trust account transfer experience.
- Rolled out an atomic design system to reduce implementation discrepancies, guide consistency, and unlock scalable updates across multiple financial tools.
- Embedded with engineering and stakeholder partnerships in agile sprints to resolve complexities earlier and reduce handoff bottlenecks.
- Led design workshops, critiques, and peer reviews to foster trust among stakeholders, enhance collaboration with business units and development teams, and ensure high-quality, aligned design solutions.