Work

Selected case studies

B2B Security & Compliance Platform

Agentic security review interface showing a Trust Center with an AI side panel for automated document analysis and checklist matching.

Agentic future of security reviews

As more security portals and tools entered the market, expectations had shifted. I led solo discovery, concepting, and design to deliver a validated interactive prototype illustrating the agentic tools needed, and how they could appear in the UI.

Key challenge: Meeting reviewers where they were, when our customers wanted to control presentation differently.

Validated Interaction Paradigm
1–2 hrs est. time saved per use

Private Investment Platform Beta

Private investment platform showing portfolio recommendation flow, fund allocation charts, and advisor client dashboard.

0→1researchstrategyShipped

Private fund investing made simple

A FinTech startup had promised a Beta in three months, but had only done some initial concept research. I led 0→1 design end to end to engage, educate, and guide advisors through transactions in a way that matched how they think.

Key challenge: Maintaining an approachable entry point as internal experts pushed for ever more complexity.

Secured (early) first-ever transactions
On time launch in 3 months

Enterprise AI Answers Platform

Knowledge base integrity tool showing grouped similar Q&A entries with severity-ordered cards for inline review and editing.

AIenterprisesystemsShipped

AI source cleanup for enterprise

AI answer quality was clearly degrading as enterprise knowledge bases filled with duplicate and conflicting entries. After our PM departed, I led the team through discovery and concept exploration for a cleanup tool. I executed final design and guided engineers through implementation and tracking.

Key challenge: Maximizing speed and efficiency when customers weren't ready to trust automation.

Organic Discovery & adoption
Unsolicited Customer praise

Consumer Accounting Platform

QuickBooks data connections interface showing banking feed, duplicate alerts, and SmartCheck reconciliation tool.

scaleleadershipstrategyShipped

No more accounting mistakes

QuickBooks had scaled by making their system for accounting seem more simple than it really was. I was tapped to lead an ambitious, multi-quarter initiative to add temporary guardrails and clean-up tools, and overhaul the core framing.

Key challenge: Getting alignment across departments and functions on major changes to high-visibility features.

25% Reduced errors
Multi-year Framework impact

Let's work together.

I'm open to lead IC and design leadership roles, especially with strong mission-oriented organizations where creativity and craft are core to the culture.

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