Cetera Financial Group
Lead UX Designer
San Francisco Bay Area, CA
Digital Experience Design (DXD), Client Servicing
I'm a Product Design Leader with 15+ years of experience designing enterprise and consumer-facing digital products across web and mobile platforms. My work spans startups, design agencies, and in-house product teams, with deep expertise in fintech, payments, wealth management, and financial services.
Over the past eight years, I've led product design, research, and strategy initiatives focused on simplifying complex financial systems into intuitive, accessible, and scalable experiences. I've partnered with organizations including American Express, Charles Schwab, Wells Fargo, and Cetera Financial Group, designing payment platforms, money movement experiences, virtual card solutions, enterprise applications, and advisor/client experiences.
I specialize in translating complexity into clarity through thoughtful research, interaction design, and close collaboration with product managers, engineers, researchers, and stakeholders. Whether modernizing existing products or designing new experiences from the ground up, I enjoy solving systems-level challenges while balancing user needs with business goals.
I thrive in environments where open communication, curiosity, and shared ownership lead to better outcomes for both users and teams. Guided by empathy and integrity, I believe the best products are built by listening carefully, asking thoughtful questions, and designing solutions that are both practical and genuinely useful.
I'm also passionate about how AI is changing the product design process. I actively explore AI-assisted workflows that help teams work more efficiently, accelerate ideation and prototyping, and improve the quality of design decisions without losing sight of the human experience.
Core Areas of Focus
• Enterprise UX & fintech platforms
• Product strategy & end-to-end product design
• Digital payments, money movement & financial experiences
• User research, interaction design & usability testing
• Design systems & scalable product thinking
• AI-assisted product design workflows
• Cross-functional leadership & collaboration
04/2025 - 07/2026
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