Case Studies

Here are a few examples of how I approach design and product challenges.

Dashboard for Startup Businesses

I built Fundera’s first signed-in home experience for small business owners. This was a long-term, iterative project that will be the foundation for a signed-in experience for all Fundera customers and makes huge progress towards expanding our value as not just a loan marketplace, but a true digital finance partner.

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401(k) Pricing Calculator

I built an interactive pricing calculator for Betterment's 401(k) platform that allowed potential customers to both see a transparent price quote and compare our pricing to other providers in the 401(k) space.

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Advisor Matching Service

I created a system of workflows to match up Betterment's individual customers with investment advisor partners. This project spanned the end-to-end experience including customer- and advisor-facing tools and all commmunication touchpoints.

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Home Page Testing

I designed a series of tests on Betterment's home page to increase interest in our new financial expert services and to entice visitors to sign up for these services.

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Product Leadership for B2B Teams

I created a product-inspired process to help B2B teams at Betterment collaborate smoothly. My job was to encourage communication and good product strategy in a marketing-heavy role.

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