Other UX Work
A small collection of older work I’ve done.
Dividend Reinvestment
Client: TD Ameritrade
Platform: TD Ameritrade responsive site, http://secure.tdameritrade.com
This is the dividend reinvestment or DRIP page. Here, users set up an auto-reinvestment of a security’s dividends (ie stock or mutual fund dividends) back into the same security. The goal of this piece is to add an a feature to the new responsive site from the old site and to clean up the design so it’s easier to read. The challenge with this design is that it had to accommodate the back end and it’s limitations.
Money Transfer (ACH)
Client: TD Ameritrade
Platform: TD Ameritrade responsive site, http://secure.tdameritrade.com
On this page, users transfer money between brokerage and an outside account. This is an interesting update from the older site in that it’s a combination of several experiences. On the older site, users had to choose method of transfer, like ACH, before they chose which accounts to transfer between. The assumption made is that users wouldn’t know what ACH is and would be confused. To cut down on confusion, users are only given the option to choose where they from and to. As a final step, we verify the design by testing with users who have made prior transfers.
Set up bank flow
Client: TD Ameritrade
Platform: TD Ameritrade responsive site, http://secure.tdameritrade.com
As the title says, this is where users would come to connect a bank account to their brokerage.
Inventory demo design
Client: Mckinsey
Platform: Demo app for tablet
This was one of my first app designs. It's a sales app that helps the sales person determine whether it's more cost effective to sell the exact item the customer wants or to sell a similar item at a discount. This is a sanitized version of my work. Because my work uses proprietary content, I have to remove any references to sensitive information including the client's name. The design is left intact and still gives the sense of its intentions.
