As senior art director for, I performed an initial global redesign for Nautica's "Navigate Life" campaign, plus multiple annual UI updates.
Highlights & Accomplishments
• 3 years of creative strategy, art direction and UI design
• Executed multiple annual redesigns, in line with new client creative and marketing strategies.
• Ongoing design support, and art direction for seasonal online marketing campaigns, sales events and new product launches

I recently completed a 3-year UI design engagement, creating complex interfaces for AdvisorEngine's award-winning financial technology web apps. As UI design lead, I worked closely with UX designers, data scientists and product managers to translate their collective vision into clean, intuitive design comps, style guides, UI kits and other assets used to build digital products.
Business Challenges:  In the next ten years, 74 million Baby Boomers will reach retirement age - ushering in an unprecedented $30 trillion wealth transfer. This presents a huge opportunity for financial advisors – but also new challenges: Younger, more tech-savvy investors overwhelmingly prefer to do business online (rather than in person), and they expect a seamless, personalized online/mobile experience. Unfortunately, many financial advisors are not yet prepared for an influx of new, more demanding clients, due to their reliance on a patchwork of proprietary financial tools to manage various aspects of their practice.

Solutions:  AdvisorEngine OWM brings the entire financial advisory process online, with innovative new tools tailored to serve the next generation of clients. AdvisorEngine's extensive UI seamlessly integrates Online Wealth Management (OWM) tools, CRM, billing & fees, workflow automation, and paperless onboarding – plus back-end admin tools for B2C RoboAdvisor – as a single, holistic SaaS solution.  
Highlights & Accomplishments:
• Responsible for hands-on visual design and UI decision-making for complex financial technology projects, spanning 3+ years and thousands of design comps. 
• My designs helped AdvisorEngine to win multiple Fintech industry awards – and were instrumental in securing multiple rounds of VC funding, totaling nearly $60M. 
• I worked closely with UX designers and data scientists to iteratively design, test and optimize complex workflows and interactive features. 
• I developed and maintained AdvisorEngine's global UI design system, including style guide, modular UI kit, custom icons, and Photoshop/Sketch templates. 
• I was active throughout entire product design lifecycle, from design of initial MVP offering, through multiple successive releases, leading up to the current product.
• I coordinated with Dev team regarding asset hand-offs, and ongoing design QA to ensure integrity of final builds. "Navigate Life" Campaign / Year 1 "Navigate Life" Campaign / Year 2
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