altI'm a fintech design lead!alt

altI'm a fintech design lead!alt

For 8 years, I've designed products that make money easier to understand.

For 8 years, I've designed products that make money easier to understand.

From professionals to regular folks, I make finance more accessible by helping people understand & manage their money; whether for their business, their job, their clients, or their personal life.

From professionals to regular folks, I make finance more accessible by helping people understand & manage their money; whether for their business, their job, their clients, or their personal life.

I help people simplify messy financial info so they can take action with confidence.

I help people simplify messy financial info so they can take action with confidence.

LinkedIn ↗️

Resume ↗️

🏠 Mortgages + 💳 Credit Cards

💰Accounting/ERP

📈 Investing + Trading

  • Financial Flows

  • AI & Data

  • Strategy

  • data viz

  • Design Systems

  • Financial Flows

  • AI & Data

  • Strategy

  • data viz

  • Design Systems

altmy impactalt

altmy impactalt

altmy impactalt

Generated + recovered $1.5M in revenue by unblocking critical adoption breakdown and shipping free trial experience for Wealth Management platform.

1st Designer + I built & scaled design system, process, & team to 3 people for financial literacy tool. Also redesigned onboarding to help reposition the product.

3 Rounds of testing and 6 variants later, we increased AOV by 50 cents across 4M Shoppers with e-commerce mobile app redesign.

Shipped an AI-powered Accounting workflow for French SMBs, enabling self-serve adoption ahead of 2026 e-invoicing mandates.

Delivered consumer-grade mobile experience across 3 teams for enterprise spend management tool.

Don Norman Awarded my team's refugee housing app as "Most Impactful" in our design showcase at UCSD! 😭

I streamlined and overhauled dashboard for an EHR system used by oncologists.

altmy workalt

altmy workalt

altmy workalt

AI-Powered
Accounting & Compliance

Regulatory induced demand meant we needed to get 50,000 Sage customers sending and receiving invoices electronically by 2026!


My team and I shipped an e-invoicing experience that made compliance with the government mandate easy using Sage Network, an AI accounting tool ↗️.

Learn More

Free Trial minus custodial friction = $1.5 Million

Generated + recovered $1.5M in revenue by designing a trading dashboard and free-trial experience for the Riskalyze Trading Wealth Management platform (Now Nitrogen).


The dashboard simplified onboarding custodial data to the platform, and increased trades executed by 15%, while the free trial helped the sales team close 40% more deals.


Also designed Command Center, a fiduciary compliance tool which helps advisory firms confidently pass surprise audits ↗️

Generated + recovered $1.5M in revenue by designing a trading dashboard and free-trial experience for the Riskalyze Trading Wealth Management platform (Now Nitrogen).


The dashboard simplified onboarding custodial data to the platform, and increased trades executed by 15%, while the free trial helped the sales team close 40% more deals.


Also designed Command Center, a fiduciary compliance tool which helps advisory firms confidently pass surprise audits ↗️

  • 📲 this works, try it out! 🙂

  • Product discovery redesign

  • Product categories drawer

  • Product category

  • Horizontal product view

$100 AOV with better browsing

We increased average order value by $0.50, pushing AOV above $100 across 4M shoppers through a redesign of the mobile shopping experience.


We launched & tested 6 variants with 1.1M shoppers to:

  • Make essentials easier to find

  • Increase engagement with personalized shopping programs

  • Drive repeat orders through easy re-purchasing


I also ran an experiment with 800K users comparing horizontal vs. vertical product cards. The horizontal layout reduced cognitive & visual load, but also increased the number of products viewed per session, which improved add-to-cart rates, and was rolled out to all users.

  • 📲 this works, try it out! 🙂

  • Product discovery redesign

  • Product categories drawer

  • Product category

  • Horizontal product view

Financial Literacy: Building a team, system, & process

I was the first designer, where I built out our design process, design system and scaled team to 3 people.

This helped us deliver scalable, guided financial education tools, like mortgage and credit card calculators, which positioned the product alot more competitively in the market.

We redesigned our onboarding to be a CFP-caliber financial wellness assessment, generating $300K+ in additional annual revenue with key partnerships.

I was the first designer, where I built out our design process, design system and scaled team to 3 people.

This helped us build a suite of scalable, hand-holding financial education tools, like mortgage and credit card calculators, which helped us be a much more competitive product.

We redesigned our onboarding to be a comprehensive financial wellness assessment, generating an additional $300K+ in additional revenue by key partnerships and customers.

  • Shop home

  • Product detail

  • Buy it again

  • Supplier

  • Shop home

  • Product detail

  • Buy it again

  • Supplier

Procurement made personal

I designed the mobile experience for ServiceNow's procurement platform that made business buying feel everyday regular shopping.


  • Rallied stakeholders across 3 product & engineering teams to build 20 new consumer-grade patterns and 50+ iOS app flows.

  • Our new shopping experiences cut customer's procurement cycle times while feeling as polished as consumer apps.


I got buy-in by from the team by persistently showing the value of better mobile UX through storytelling, prototyping, and building relationships.


altother cool projectsalt

altother cool projectsalt

altother cool projectsalt

Looking for a company to buy

As a longtime investor, I launched a search fund to find and acquire and operating an existing service business ~


I found an intern on SearchFunder to help me find and evaluate 200+ potential acquisitions across:


  • SaaS

  • IT services/MSPs

  • Boutique Fitness

  • Home Services


I focused on:


  • Revenue & profit durability

  • Key-person risk

  • Valuations of non financial assets like brand, process, and customer goodwill.


The thesis was to apply a product design lens to operations by understanding customers through research & testing, and mapping systems that make the business more efficient and resilient.


Check out the Search Fund here ↗️

As a lifelong investor, I launched a search fund to find and acquire and operating an existing service business ~ I found an intern on SearchFunder to help me find and evaluate 200+ potential acquisitions across SaaS, IT services/MSPs, and fitness franchises, and I focused on revenue & profit durability, key-person risk, and valuations of non physical and financial assets like brand, process, and customer goodwill.


The thesis was to bring my UX and process-oriented background to build a business that is efficient and resilient.

Writing on Personal Finance

During my days in Financial Literacy, I wrote a short guide to getting started with getting a hold of your finances, from budgeting to investing, you can check it out here↗️

During my days in Financial Literacy, I wrote a short guide to getting started with getting a hold of your finances, from budgeting to investing, you can check it out here↗️


Looking back, I've learned that finance is a muscle and needs to be continuously be worked, as set-and-forget as the SP500 may be, I've invested alot more work in budgeting and managing day-to-day finances. While the principles are timeless, this guide was written in 2019.

altdetailed case studiesalt

altdetailed case studiesalt