Consulting creative and design direction for Branding & Acquisition marketing division of leading financial services company.

• Led the design effort, with internal stakeholders and external dev team on the redesign and launch of the company’s career’s and human resources website,
• Worked closely with customer experience marketing team on redesigning, producing, and launching new product collateral card system to support Financial Advisors in the field and customers on the website. This initiative included sourcing and partnering with a commercial printer and ensuring overall execution quality via on-site press checks.
• Worked with numerous marketing leads and stakeholders on branding, advertising, digital and traditional direct (email & print), customer campaign execution, site marketing, social media, and partner event initiatives.
• Partnered with internal marketing teams and external agencies on design and launch of customer prospect site,, as well as E*Trade’s innovative robo product, Adaptive Portfolio.
• Worked with Digital Product managers, UX, and technology team members on ideation, design and integration of 3rd party white-label, electronic billing and payment software for E*Trade customers.

Please see selected UX documentation below images and don’t hesitate to inquire if I may walk you through the design process related to this project.

UX documentation for Bill Pay Enrollment Screen Flow digital project click to enlarge.