I am currently working with Edward Jones; helping to drive fundamental change and greater impact through FinTech initiatives, as the financial services firm accelerates its journey to become industry leader in Human-Centered Complete Wealth Management.

My work involves discovering user behaviors, motivations, and needs; while connecting with cross-functional teams and stakeholders, to ensure communication, collaboration, and alignment.

I create research plans, research questions and discussion guides; I organize, schedule, and perform a variety of co-creation sessions, and moderated/unmoderated research studies; I also capture data, synthesize primary/secondary research; and detect patterns and pivotal information.

From this work, I deliver actionable insights through reports and presentations, to inform product direction and definition; advise strategic decision making; and to validate usability.

I am deepening my Design Research practice with continuous training that includes: Accessibility, Agile Methodology (SAFe), UserZoom, Qualtrics, Mural and Pendo.

I’ve also led weekly peer review sessions as a colleague and mentor.

While working to improve the membership experience for regenerative agriculture advocates, Sarvodaya Institute; I surveyed volunteers from the current membership base, to uncover customer insights and compile a set of strategic recommendations.

I organized and designed an online survey of current members, and synthesized my findings into a comprehensive presentation with actionable steps.

I then translated these findings into foundational design elements for the membership experience and wider brand development strategies.

I performed user experience research, strategy and design with LA-based, boutique Product/UI/UX consulting firm, Iteration Group, where I was also awarded the role of Research Fellow.

I organized, designed and recruited for, different types of research methods including: stakeholder interviews, card sorting, persona development, competitive analysis, user interviews, online surveys, and moderated/unmoderated usability tests.

I collected and synthesized data, created problem statements and hypotheses, and highlighted strategic opportunities in client presentations; designed and tested wireframes and prototypes, and reported bugs.

I embraced my gift for entering unknown territories and quickly familiarizing myself, in order to speak the client’s and users’ language. Project sectors included: Korean pop culture, real estate, HR and recruitment, tax credits, teen social polling and healthcare.