Day 1 at Glean.io as founding designer!!!!

Custom ETF portfolios for Advisors soft launch!

My last day at Betterment is August 19th, 2021. What a perfect way to head out launching a huge breakthrough product for financial advisors before I go. 

This shows a shot of an in page ETF portfolio builder. This product's goal is to empower our advisors to turn all the knobs and levers on building out Model portfolios, really making their mark and bringing value to the clients they serve. We also hope it will bring on RIA firms that were previously locked b/c of lack of customization.

Betterment breaks out complicated finance into simple flows. This page is for a super user who understands the mechanisms of finance and needs more efficiency - the financial advisor. I chose to keep it in page to allow for full context of all the intricate parts, as well as to give the advisor a sense that they were really building something - cause they were!

Each card is unlocked by the completion of the previous card. This will hopefully guide the advisor through each step towards a successful completion. 

Branding embellishments pulled from our Internal brand team's marketing launch. 

As part of our internal inclusive design initiatives, I helped launch a newsletter at Betterment for inclusive design. The goals are to promote, inspire, educate, and advocate for inclusive design. 

Dropped a new blog post on the Betterment P&&D blog! Also pushed this to Medium's Bootcamp publication. 


https://bootcamp.uxdesign.cc/trans-inclusive-design-name-30b2caa474b5

Betterment for Advisors Co-pilot ships!

The small feature that could! This project is the first steps toward automating advisor workflow and I'm excited to see where this product goes.

Here's some press on it

Took an all LGTBQIA+ Single Pitch Instructor Climbing (SPI) course sponsored by Mountain Hardware.

My hope is to get my SPI certification in order to provide professional guiding services to the local queers here in the North East.

Here's the writeup