
Certification in Machine Learning Foundations for Product Managers from Duke University, 2023
Bachelor's of Fine Arts in Web Design & Interactive Media from The Art Institute of Houston, 2012
I am a life-long learner and love reading. I read 26 books last year, and am hoping to read at least 30 this year.
I love traveling the world and exploring cities. I have also been a vegan for over a decade and love spicy food.
I led a team of 10 design professionals on a two year project to redesign an account opening system that went on to win several accolades and awards. During that time, I also worked closely with a design operations specialist to stand a design operations workflow for our team.
The Digital Account Opening project was a career highlight that I led design on. It was a complete redesign of the account opening system for Kestra Financial's AdvisorComplete platform. The launch of Digital Account Opening led to AdvisorComplete being the highest rated broker dealer platform in the 2024 T3/Inside Information Advisor Software Survery. It was also a finalist in the 2024 WealthManagement.com Industry Awards, and won a Firm Award in Innovation in Investment Management: Client Portals at the 2024 ALM ThinkAdvisor awards.
I have over 15 years experience in web and UX design, and 10 years experience in the financial services industry.
Recently, I have also become interested in AI/ML policy and governance. I have a certification in Machine Learning Foundations for Product Managers from Duke University, and will pursuing my MSc in Data and Artificial Intelligence Ethics as a part-time online student at The University of Edinburgh.