Over three years, I worked closely with product managers, developers, and management to ideate, design, and ship 3 digital tools that helped 600+ advisors improve their processes and deliver better insights to their clients. Highlights of the work I contributed to include:
+ taking the design team from simply an external resource to internal key stakeholders within the business’ innovation process.
+ working with senior management and 30+ distributed team members to uncover key values that helped shape the vision and mission of a newly formed unit.
