CV

Career History

UX/UI Designer - Freelance

May 2021 - Present

Redesigned the desktop and mobile website for SeattleBallooning.com, a platform that allows visitors to book premium hot air balloon flights.

Conducted 5 user interviews and released surveys to target audience of over 15 users to identify interests and preferences.
Spearheaded the redesign of the homepage, and booking process (including menu, calendar and checkout page)

Redesigned the desktop and mobile website of the Department of Education.

Conducted dozens of user interviews and developed multiple surveys to target audience for "the Ed."
Designed the UI of the site and iterated based on feedback from user tests (12 total)

Operations Specialist

May 2018 - present

Responsible for the Institutional Trading of various banks, custodial accounts, RIAs, and trust accounts.

Run a daily review of trade rejects from the previous trading session with time-sensitive resolution of those trades.
Support the account managers of TPAs and clients through communication of fund related issues and delays.
Submit trade orders on mutual funds and ETFs.
Address incoming emails and phone calls from Transfer Agents and Fund Companies regarding trade issues for dollar amounts ranging from less than 1 share to $100 million.

Customer Relationship Advocate

September 2015 - May 2018

The Customer Relationship Advocate (CRA) has a passion for assisting others. As a CRA, I was part of a broader team that takes incoming calls from Fidelity's customer base.

Educated clients about their personal brokerage accounts.
Provided exceptional service to each client by processing requests in an accurate and timely manner.
Informed clients about Fidelity's products and services to build loyalty and retention.
Supported clients in making financial decisions.
Optimized the client experience through active listening and developing relationships with clients.

Inside Sales Consultant

March 2013 - August 2015

As a part of Intuit's Inbound QuickBooks Sales team I offered solutions to accountants and business owners a suite of QuickBooks products and supplementary services.

Exemplified Intuit's values of amazing our clients and building brand loyalty.
Solved complex customer and organizational challenges through a sales process.
Negotiated a package that included a program for accounting, employee payroll, credit card processing and any additional inventory add-ons.
Demonstrated empathy and assertiveness when communicating with business owners and their team.

Customer Care Agent

March 2011 - March 2013

As a Customer Care Agent, I provided our clients the quality service they expect out of a world-class software program.

Effectively troubleshoot and resolve advanced technical inquiries.
Be a positive representative for Intuit and QuickBooks; taking a caring and empathetic approach to customer interactions.
Research, analyze and determine and determine an appropriate course of action for our clients.
Utilize outstanding listening skills; effective writing and verbal communication via notation database.