Led interaction and visual design across web platforms

Owned experience direction for core financial management workflows

Contributed to design system development and scalable UI patterns

Partnered closely with Product, Engineering, and external data providers (Plaid)

Framed the experience around user needs by grounding the product in three core pillars—organization, financial understanding, and empowerment—based on research insights into fragmented tools and limited user confidence.

Defined a unified, cross-platform experience by ensuring users could manage accounts, view transactions, and track spending consistently across desktop and mobile environments.

Designed contextual support into the core experience by integrating guidance and educational touch-points directly into workflows rather than separating learning from action.

Iterated on core financial workflows by refining account linking, transaction categorization, and alert systems to reduce friction and improve usability across scenarios.

Addressed data quality challenges head-on by introducing user feedback mechanisms for incorrect transaction categorization and partnering with Plaid to improve accuracy and responsiveness.

Prioritized unification across platforms to reduce fragmentation in financial management

Embedded education within workflows to build user confidence over time

Introduced user feedback loops to improve data quality and system reliability

~400,000 users acquired during beta

~950,000 financial accounts connected

Strong early engagement across account tracking and transaction visibility