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Work Background
Fidelity InvestmentsVice President, Product Management - Squad Lead
Mar. 2021 - Mar. 2024Boston, Massachusetts · HybridSpearheaded the development and delivery of the Apex component library, enhancing Fidelity's digital user experience design (UXD) by enabling seamless support for Web, iOS, and Android applications, supporting not only Brokerage and Wealth Management but also the entire enterprise. Formulated, researched, and executed the Apex Token strategy, introducing component theming and flexibility to meet diverse application needs while adhering to enterprise design standards. Partnered to deliver a new online account opening experience for Fidelity Investments(a leader in Financial Services), resulting in approximately 6M new individual customers in 2023 Championed and maintained accessibility standards to ensure an inclusive and accessible client experience across all business units via an integrated design system. Drove Apex platform adoption, used by 3K developers across 1K repositories, saving costs and speeding up time to market. Leveraged research data to better understand usage and improvement areas for the supported design system. Curated and managed online documentation portals with iChip, Figma, and Confluence, empowering teams with self-service. Managed team backlog in Jira and coordinated dependencies in Jira Align, aligning with Fidelity's strategic priorities. As part of the product development lifecycle, published product road maps and Key Performance Indicatios(KPI's) to define success while providing transparency
Fidelity InvestmentsVice President, Product Design Leader and Strategist
Jun. 2015 - Mar. 2021Boston, Massachusetts, United States · On-siteDirected the management of a diverse $6.5M portfolio, enhancing cross-unit business integration to improve the Experience Design (UX) of the platform. Orchestrated and conducted high-impact Design Thinking workshops for top-tier "C" level executives, fostering innovation, research, and strategic thinking within the company. This provided foundational user research into our product design strategy—leveraged rapid prototyping to test, learn, and pivot our approach. Forged a strategic partnership with eMoney, co-creating the innovative Fidelity Automated Managed Portfolio (AMP), expanding our product suite, and improving crossover product design and UX. Expanded the Experience Design, or UX, role to oversee Fidelity Institutional Investor platforms and trading applications, broadening our market influence, including their mobile apps. Directed the experience design of the cutting-edge Luminex trading platform(https://luminextrading.com/), setting new standards in trading technology. Leveraged prototyping to test ideas, research with users, and ensure product design viability. I led a robust team of 25 dedicated associates.
Fidelity InvestmentsDesign Director, Asset Management - Product Design Leader and Strategist
Oct. 2010 - Jun. 2015Boston, Massachusetts, United States · On-siteOversaw the pioneering product design of Mobile ATLAS, an innovative iPad application tailored for Portfolio Managers. Delivered product design strategy as part of the product research and development life cycle. Leveraged prototyping and visual mockups to help gather user research to ensure our product vision was aligned with users' needs. Established a dedicated 4-member UX product design team within the asset management business unit. Authored a comprehensive UX style guide and design system, setting the design benchmark for all asset management software. Championed Design Thinking, an empathetic research approach to uncovering user needs and defining customer benefit throughout Fidelity Investments. Contributed to designing and enhancing over 16 tools for portfolio management and trading.
Professional AlternativeUser Interface Development Manager - Consultant Putnam Investments
Feb. 2010 - Oct. 2010Boston, Massachusetts, United States · On-siteDirected the UI strategy development, integrating cutting-edge technologies such as Adobe platforms, AJAX, DHTML, as well as iPhone and other mobile technologies to enhance user experience. Delivered comprehensive e-Strategy and channel integration consulting to align digital presence with business objectives. Led and mentored a dynamic technical team of 5-10 associates, fostering collaboration with client's sales and marketing teams to drive project success. Provided human factors and UI experience. Established standards and support of jQuery JavaScript library adoption for the User Interface team. Managed a technical team of 5-10 associates and work closely with client's Sales and Marketing partners.
Bank of AmericaDesign Director Product Owner
Sep. 2008 - Jan. 2010Boston, Massachusetts, United States · On-siteCrafted online strategies that align business goals with retail customer requirements for a seamless digital experience in the banking and financial services space. Established strategic direction and development plans for online retirement tools and projected online sales outcomes. Directed initiatives for marketing tools, overseeing project charters, business requirements documents (BRDs), and user interface guidelines. Responsible for managing the experience design development team. Identified growth and leadership opportunities for staff members. Managed distributed team between Boston MA, San Francisco CA, Wilmington DE. Established standards and support of jQuery, JavaScript library, adoption for the User Experience team. Our team was responsible for establishing Flash and ActionScript 3.0 best practices best practices. Enhanced customer engagement on advertising and marketing platforms aimed at retail investors, leading to increased brand awareness, consideration, and sales conversions through interactive elements such as calculators, wizards, and live chat features.
Fidelity InvestmentsDirector of Channel Management
Apr. 2008 - Sep. 2008Boston, Massachusetts, United States · On-siteProvide direction to project management for development of project charters and business requirements. Measure and analyze web activity and its financial contribution measurement to overall sales. Responsible for overseeing online initiatives focused on developing and managing content and tools for the web. Ensure online initiatives are aligned with FILI’s business objectives and goals. Focus on usability and navigation to ensure a cohesive online experience to generate new business. Defined online sales program for marketing and product management of Fidelity Investments Life Insurance (FILI)
Fidelity InvestmentsDirector, Design Strategist - Personal Investing
May. 2006 - Mar. 2008Boston, Massachusetts, United States · On-siteStrategic Consulting, including business plan & new business strategy development. Pioneered Rich Internet Product Design and Development with the FebDesign complex. Coordinated the Rich Media research and strategy for Fidelity Investments. Helped establish a 20-million-dollar effort for Fidelity Labs. Worked strategically on how to use resources best internally and externally while making recommendations as to when to outsource project segments appropriately.
Artisans Domain LLCEntrepreneur
Jan. 2006 - Jan. 2010Needham Heights, Massachusetts, United States · RemoteSpearheaded the launch and growth of ArtisansDomain.com. Implemented innovative solutions and strategies to optimize operational efficiency, to enable local artists to reach a global customer base. Established strong partnerships and collaborations with key stakeholders, to drive brand visibility and market penetration. Our Mission:
Capturing creativity and emotions is the sole focus and drive of today's artists all across America. ArtisansDomain.com (AD) provides artists a way of distributing their artwork on a global scale, enabling them to spend more time in the studio, eliminating the need to think about the logistics of selling their artwork. An artist's most valuable asset is time in the studio designing pieces of art that evoke emotional responses. Our aim is to ensure the artists have the opportunity to maximize their time creating and expressing themselves to capture life's moments.
Fidelity InvestmentsVarious Design Roles (Designer, Sr. Designer, Principal Designer)
Jan. 1998 - Apr. 2006Boston, Massachusetts, United States · On-siteManaged a team of designers to produce design standards and templates for Multimedia applications that reside on our corporate sites, Fidelity.com, NetBenefits.com, and Plan Sponsor Web Station (PSW). The thought leader for multimedia development is within the design group. Set design standards and templates as Design Lead for Powerstreet Pro (a web-based trading application). Designed prototypes and researched new technologies (like DHTML) that were implemented in the application. Managed relationships with third-party vendors to facilitate the production of online initiatives. Developed prototypes using tools like Balsamiq and whiteboard sessions to visualize the Fidelity.com redesign. Designed the implementation of the first DHTML navigational masthead for the 2000 www.Fidelity.com redesign. Observed and participated in usability sessions to better understand the customer experience. Designed and deployed a searchable web-based phone directory application that integrated into Sky Tel pagers.
AquentAquent Partner
Jan. 1997 - Dec. 1998Boston, Massachusetts, United States · HybridProvided web design services to clients in various industries Produced Wireframes and Prototyping using various tools like Photoshop, Illustrator, Macromedia Director and Visio Created CD-ROM products using LINGO scripting language HTML and CSS and Javascript coding Provided Information Architecture support to create more organized easier to use digital experiences for clients
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