I help organizations build the right products for their customers through proven user research, UX strategy, and product leadership. My work is grounded in Design Thinking and Continuous Product Discovery - methodologies I've implemented at companies ranging from early-stage startups to Fortune 500 enterprises.
My Approach
Design Thinking
Design Thinking isn't just a buzzword - it's a proven framework for innovation that I've learned at Stanford d.School and started to use at Fidelity Investments, after which it's been a key set of methods for me. This human-centered approach ensures we're solving the right problems through:
- Deep user empathy
- Rapid prototyping and testing
- Cross-functional collaboration
- Iterative improvement
Continuous Product Discovery
Success comes from ongoing learning and validation, not one-time research projects. I help teams establish sustainable discovery practices through:
- Regular customer interviews
- Continuous hypothesis testing
- Data-informed decision making
- Risk reduction through rapid learning cycles
Services
User Research & Customer Understanding
- In-depth user interviews and analysis
- Usability testing and research synthesis
- Customer journey mapping
- Behavioral insights and analytics
- Research program development
UX Strategy & Direction
- Experience assessment and improvement
- Design system development
- Team structure and processes
- Design thinking implementation
- Cross-functional alignment
Product Strategy & Leadership
- Vision and roadmap development
- Digital transformation guidance
- Team coaching and development
- Process optimization
- Stakeholder management
Engagement Types
Introductory Packages
Initial Q&A Sessions
Perfect for getting quick perspective on:
- Current discovery practices
- Research opportunities
- Team structure and process
- Immediate UX challenges
- UX and Product Expert Reviews
Full Day / Half Day Workshops
Go deep on:
- Design Thinking Implementation
- Discovery Practice Development
- Research Program Setup
- User Interview Training
- Product Strategy & Vision Development
Ongoing Engagements
Fractional Leadership
For organizations not ready for a full-time UX or Product leader:
- Regular strategic guidance
- Team oversight and development
- Process implementation
- Stakeholder management
- Culture development
Project-Based Work
Defined scope and deliverables for:
- User research initiatives
- Experience assessment
- Strategy development
- Process implementation
- Team structure recommendations
Prior Experience
Enterprise Impact
Fidelity Investments - VP, User Experience & Design
- Led 30+ person design team for Fidelity.com
- Directed Active Trader Pro platform development
- Transformed NetBenefits workplace retirement experience
- Established enterprise-wide Design Thinking practice
Digital Transformation
Nuveen/TIAA
- Led digital transformation for 3,500-person organization
- Created new advisor, institutional, and global client platforms
- Developed company-wide design standards
- Implemented innovation process and Design Thinking workshops
Startup & Scale-up Success
Allurion Technologies - VP Product and Design
- Developed AI coach (Coach Iris)
- Scaled patient engagement from 3,000 to 30,000 monthly users
- Created revenue-generating Virtual Care Suite
- Led cross-platform product development
Cinch Financial - Co-Founder
- Built team from 0 to 30+ employees
- Led product strategy through three generations
- Developed innovative financial product scoring system
Selected Consulting Projects
- TripAdvisor: Designed first version of SniqueAway
- AthenaHealth: EMR product improvement, established UX capability
- Weather.com, Cars.com, Motley Fool: Product optimization
- Various startups: Product strategy and UX direction
Results That Matter
- Transformed enterprise financial platforms through design thinking practices
- Scaled digital health platform through continuous discovery and testing
- Built and mentored high-performing product and design teams
- Established sustainable research and discovery practices
- Created new revenue streams through user-centered design