Finance

Delivering tactical and strategic portfolio guidance and goals-based advice.
Turning investment expertise into a systematic, repeatable process designed to generate true alpha over time.
Teaching financial literacy to college-bound students through a scholarship contest.
The Pet Card could be Chase's most popular credit card.

Health

Improving the employee healthcare experience while decreasing costs for employers.
Bringing new solutions and medications to patients in need.
Using data, technology and creativity to build brands.
Creating quality oral healthcare products — since 1873.
Looney Tunes characters help families pick more nutritious food for their children.
Developing a visual identity system for a premium tea brand.
Teaching Florida students about the dangers of tobacco use.

STEM Careers

Teaching the data science skills that employers value most.
Building intensive digital learning experiences using the Canvas LMS platform.
Preparing students for financial technology careers.
Learning how to protect systems, networks, and programs from digital attacks.
Teaching students to define the why, when, and what of product development.
Learning software development life cycle methodologies.
Making STEM-related careers accessible and engaging for students.

Math

Rethinking the visual presentation of scientifically-proven math curriculum.
Helping students become independent mathematical thinkers.
Developing software that gets young students excited about learning math.
Blending instruction and technology to help students become stronger and more confident with math.
Helping students at all levels of mathematical proficiency catch up and keep up.

Literacy

Helping all students read at or beyond developmental expectations.
Engaging informational and literary texts help students reach and exceed reading proficiency.
Comprehensive support and engaging strategies to enhance foundational early literacy skills.
Teaching students to recognize and identify elements of music.
Nurturing a lifelong love of reading.
Helping students become more proficient readers through differentiated small–group instruction.
Using data to individualize and differentiate reading instruction.

History

250 inspirational stories of African American achievement preserved for generations to come.
Exploring the role of music in America’s cultural heritage.
Teaching the culture and traditions of Texas in Benchmark Education's Spot On Social Studies series.
Using the “People’s Document” to inspire and empower students to participate in civic life—and VOTE!
Working to make classrooms—and the world—unsafe for bigotry and intolerance.

User Experience

Upgrading the user experience of rural broadband consumers.
Improving an online authoring tool used to create customized marketing materials.
Using the Japanese origins of Agile methodology to empower employees.
Teaching the basics of creating user-friendly interfaces.
Learning how and why to design for people with less than perfect vision.

How do you design for investors?

As Senior Design Consultant embedded within the Chief Investment Office (CIO), I collaborated with research analysts and economists to present complicated data stories and insights as easy-to-comprehend communications, visualizations, and infographics.

The CIO is responsible for the organization’s investment portfolios. The CIO team synthesizes the best internal and external investment thinking and thought leadership to deliver tactical and strategic portfolio guidance and goals-based advice to the financial advisors and clients of the firm.

Data VisualizationWorkflowWeekly LetterMonthly Letter

Data Visualization

Infographics and Charts

Data visualization is the presentation of complex data in a pictorial or graphical format.

Visualization makes the data more natural for the human mind to comprehend and therefore makes it easier to identify trends, patterns, and outliers within large data sets.

My job included conveying complex concepts in a universal manner that business leaders and their clients could understand and utilize.

Interest Rates Timeline
MLMW Specialty
MLWM Radial Charts

Workflow

Publishing

I helped Merrill Lynch define their content publishing workflow—from draft to review to posting—by:

  • managing branding standardization across all disciplines
  • conducting content and design audits to ensure conformity with established design guidelines and QA standards
  • evaluating and optimizing design processes, resulting in time and resource savings
  • creating user-friendly production templates, style guides, reference materials, and training documentation to share best practices, standards, and guidelines with team members
Merrill Lynch Design Workflow

Weekly Letter

Publishing

I developed, designed, and produced The Weekly Letter, the CIO team’s latest perspectives on the markets and global economy.

Each report included:

  • commentary on market trends
  • releases of economic data
  • a summary of the past week’s market activity
  • data on performance of key indexes

Monthly Letter

Publishing

I developed, designed, and produced The Monthly Letter, the CIO team’s look at longer-term forces shaping market opportunities.

Each report included:

  • a deeper dive into longer-term financial market trends
  • an in-depth interview with a leading market strategist
  • a summary of asset class positions