With over a decade of design leadership experience, I’m able to transform digital products and services to maximize value for the customer and business
PIMCO
$2T Asset Manager
Head of Product Design (2019-Present)
Responsible for creating an exceptional CX for financial advisors and institutional clients. Developed a multi-product ecosystem to drive engagement, retention, and acquisition of assets.
Key Achievements
Generated $300mm in annual AUM by building a proprietary risk & analytics platform
Reduced operational costs 50% YOY by migrating PIMCO.com across 25 countries
Increased sales productivity 2X by launching an enterprise LLM
AIG
Fortune 100 Insurance
Head of Design (2015-2019)
Responsible for centralized design organization catering to core business units. Developed research plans, product roadmaps, and testable prototypes across multiple product lines.
Key Achievements
Boosted annuities platform NPS from 0 to 53 by implementing agent feedback
Increased B2C travel insurance conversions 25% by redesigning sales funnel
Cut development time 2X by launching an enterprise design system
I follow three core values to drive success at the enterprise level
Enterprise CX Vision
I specialize in cross functional products that deliver enterprise value and drive the CX vision at every touchpoint
Customer Centricity
I leverage design methodologies to understand the customer, discover opportunities, and bring solutions to life
Data Driven Experiences
I analyze data to make informed decisions and ensure that all business solutions are tied to success metrics
I created an exceptional CX across marketing, sales, and AI products by driving users toward high value actions at every touchpoint, delivering on PIMCO’s core value prop - generate alpha & provide incredible service.
Pro Analytics
How I Generated $300mm in AUM
I expanded advisor acquisition by developing a sales enablement platform named Pro – an integrated set of tools and services that achieve client goals through real-time data and in-depth analysis.
PIMCO.com
How I Reduced Operational Costs by 50% YOY
I seamlessly migrated our entire global marketing platform by implementing key development efficiencies, prioritizing ADA/WCAG compliance, and effectively deploying resources.
PIMCO AI
How I Boosted Sales Productivity by 2X
I boosted sales productivity by building a platform of AI tools that harness PIMCO’s proprietary financial data to streamline common administrative tasks and maximize quality client engagement.
Analysis Snapshot
How I Refined 80 Pages into 2 Powerful Slides
I maximized advisor efficiency by streamlining a comprehensive portfolio analysis into just a few key slides. Previously, an analysis required 24 hours notice – but with Snapshot, the process takes 30 seconds.
Advisor Dashboard
How I Increased Self-Service Activation by 50%
I improved advisor retention by creating a personalized client experience informed by quantitative advisor research. Each unique workspace includes performance, movement, holdings, and a self-service action menu.
