User Research • Information Architecture • Product Design
Ekos: Wine Harvest Management
The Ekos Product team identified a key blocker for us to break into the wine market: supporting the harvesting and processing of grapes. As part of a team, I led the research and design for a new, mobile-first harvest management module in Ekos.
Since this project is still underway, I have password-protected it. Contact me to request the password.
LPL Financial: Custom Advisor Models
Led the design for a new platform that enabled advisors to create their own custom financial models while still outsourcing the menial tasks of trading to LPL.
LPL Financial: Client Experience
Led the early conceptual design for a visionary new web portal and accompanying app to improve the relationship between financial advisors and clients.