Work
Outcomes first. Pixels second.
Each story covers the business stakes, my role, the decisions that mattered, and the results.
Revenue
Wealth Protection
Put annuity buyers in the driver's seat — and grew gross sales 20%.
+20%
Gross sales
5.8M
Digitally engaged customers who could benefit
10K+
Site visits, month one
−40%
Advisor calls after SPIA redesign
Revenue
Rollover Conversion
Tripled rollover conversion by turning a confusing decision into a confident one.
3x
Rollover conversion
+2%
Retention
Growth
Crossover Accounts
A two-pronged experiment that lifted new account openings 15%.
+15%
New account openings
+75%
Account conversions
Growth
College Investors
Engaged 100,000+ college students in year one to reach a new generation.
100K+
Students engaged, year one
Gen Z
New demographic reached
Over 62%
Users completing an incentivized learning lesson
Platform
Lifetime Moments
Consolidated two outdated platforms into one — and opened 400K+ new accounts in 90 days.
400K+
New accounts within 90 days of a visit
3M+
Unique visitors reached
+4%
User engagement
Platform
Digital Enterprise
Six experience themes that unified the enterprise — and cut drop-off from 54% to 5%.
54%→5%
Customer drop-off
5M+
Customers impacted
6
Enterprise experience themes
Open to VP+ design leadership roles