Resume

Morningstar, Inc | Chicago, IL | May 2011–Present

Distinguished Designer | January 2025—Present
Senior Principal Designer | January 2024—January 2025

• Lead the design for integrating AI tools and features to help advisors more easily complete investment research, client and portfolio management, and investment planning activities
• Lead design for the migration of Morningstar’s legacy advisor software to a new platform focused on ease-of-use
• Partner closely with the leadership team to influence business strategy
• Provide mentorship and coaching for designers across the organization

Principal Designer | January 2021—January 2024

• Designed full experience for Morningstar’s first chatbot, Mo
• Built a panel of 250 advisors for user research studies
• Planned and facilitated multiple design thinking workshops

Lead Product Designer | February 2020—January 2021

• Lead design efforts for data collection and distribution products

Director, UX Design and Design Operations | August 2016—February 2020

• Lead a team of designers embedded within multiple agile teams focused on building software for financial professionals
• Lead the creation of a set of design competencies used to define Morningstar’s design career paths as well as help designers understand their own strengths and areas for growth
• Worked across the design organization to develop and refine a set of design standards and patterns to more quickly deliver design solutions

Design Manager, Product Capabilities | December 2012—August 2016
Design Manager, Mobile Solutions | September 2012—December 2013

• Lead a team of designers embedded within multiple cross-discipline agile teams focused on building software platforms and individual capabilities for use across all of Morningstar's software products
• Consulted with other teams throughout Morningstar on building mobile compatible solutions

Senior Interaction Designer/Team Lead | May 2011—September 2012

• Worked as the design lead on a cross-discipline team that built Morningstar's first iPad application
• Helped better define the approach Morningstar takes to UX design

Tanagram Partners | Chicago, IL | October 2010—April 2011

Senior User Experience Architect

• Created a concept for a next-generation, augmented reality heads-up display for firefighters as part of a research grant through the Department of Homeland Security
• Lead contextual inquiry interviews with firefighters
• Created data taxonomy, data visualizations, and interaction model, including novel method for one-haded control
• Oversaw production of a first-person video demonstrating the user interface

Tribune Interactive | Chicago, IL | June 2008—October 2010

User Experience Architect

• Provided prototypes, wireframes, user/process flows, and other standard UX deliverables for various projects including multiple CMS tools, an e-commerce site, multiple broadcast television sites, and various proof-of-concept projects
• Mentored less experienced team member, which helped to establish Tribune’s UX practice

Tanagram Partners | Chicago, IL | August 2003—June 2008

Senior Information Architect

• Designed for a variety of client projects; work included information architecture, wireframing, user/process flows, user research, and heuristic evaluations