UX and Product Designer passionate about creating simple solutions for complex problems.


Merrill Lynch COBE Advisor Client Management Tool

No. 1 on Forbes Best In-State Wealth Advisors in 2022

The launch of COBE went hand in hand with a relaunch of Merrill’s Advisor Development Program, with more than 1,000 trainees.

Merrill Lynch Guided Investing

40%

Increase in financial planning discussions in 2022 compared to year-prior

92%

Client satisfaction

18.1B

Record revenue in 2022

TD Canada Market Overview

16%

Revenue growth

Continued strength in customer acquisition and higher customer activity in 2022 compared to previous years

Deutsche Bank Research

Sounds True One

10k+

App store downloads

4.6

Star rating on the iOS App Store

“Sounds True library content being brought to an app has been a huge improvement…I especially appreciate having the live and recorded videos to watch.” - Theresa

SERVICES

Open to work

Open to work ♡