Ally Invest
LIVE 2.0
Brokerage UX · Acquisition Integration · Design Systems
Modernized a legacy trading platform post-acquisition, bridging two customer types and an inherited engineering team resistant to the UX process.
These project examples give a brief review of my role and process. Some projects are available on request.
Ally Invest
Managed Portfolios
Mobile UX · Robo-Advisor · Financial Services
Designed the mobile experience for Ally's robo-advisor product — making automated investing feel calm, clear, and trustworthy for millions of customers.
Ally Invest
IA & Navigation
Information Architecture · Navigation Systems · Financial Services
Unified navigation architecture across Ally Bank and Ally Invest — connecting banking and investing for millions of customers across desktop, mobile web, and native app.
Ally Financial
Accessibility: Financial Insights
WCAG Compliance · Accessibility · Financial Services
Led accessibility evangelism across a 50+ person UX org — designing a WCAG documentation framework that sparked a dedicated accessibility team at Ally.
Ally Financial
First Mortgage Product
Product Launch · Conversion Optimization · Financial Services
End-to-end mortgage product launch with 3 live-rate calculators. A/B tested lead form improved conversion by 20%. Featured on Cheddar TV.
Ally Financial
First Credit Card
Product Launch · Multi-Platform Integration · Financial Services
Launched Ally's first credit card — seamless UX across 4+ third-party platform integrations, bonus cash calculator built from user research.
Ally Financial
Mortgage Calculators
UX Process · Tools Design · Financial Services
Full process from competitive analysis to live launch — 3 mortgage calculators using live rate data, featured on Cheddar TV.
Ally Financial
Mobile App Dashboard
Navigation Systems · Cross-Platform · Financial Services
Multi-year phased navigation consolidation across iOS, Android, and Windows — praised by executive group for simplifying complex rules.
EPRI
Mobile Member Center
Zero-to-One · Mobile App · Utilities
Designed and launched EPRI's first-ever mobile app — from member surveys to Cordova-based native app. Launched to rave reviews.
EPRI
Project Overview Forms
IA · Systems Design · Utilities
Triple-role project (IA + PM + BA) — delivered on time with a bonus automated PDF generation system that eliminated a manual process.
Lowe's
Product Installation
eCommerce UX · Omnichannel · Retail
Designed an end-to-end online installation purchase flow synced with in-store systems — from store visits and user research to executive-approved hi-fi designs.
Lowe's
Paint Selection
eCommerce UX · Experiential Retail · Early Agile
Delivered a seasonal paint MVP in weeks — 20% increase in online seasonal paint sales. An early example of experiential retail UX.
