Work

What are the needs and barriers of novice investors?

Project Year: 2025

A new segmentation strategy raised questions about what we could do to improve the novice investor experience for our company. This discovery research established the foundation for the product roadmap.

Screenshot of a slide showing recommendations of whether to proceed or not with a series of concepts.

Testing potential solutions for novice investors

Project Year: 2025

Our product team came up with several potential solutions for customer needs, but we needed to identify which ones were worth going after before investing time in design.

Screenshot of a slide showing the research process for this project.

Assessing the account-opening experience of a teen brokrage account

Project Year: 2024

Most parents started the account-opening process on this product's website, but they failed to finalize it. I conducted research to identify barriers for conversion and prioritize usability fixes.

Prototype Testing for HarvardKey 2.0

Project Year: 2021

I conducted a moderated usability study for a prototype version of Harvard's new log-in system for students, staff, and associates.

Harvard Institute for Learning in Retirement Community Website on a laptop, on a phone, and on a tablet

Navigation Research and Experience Design for the Harvard Institute for Learning in Retirement Community Website

Project Year: 2021

I redesigned a private Community Website for Harvard Institute for Learning in Retirement (HILR), focusing on information architecture and experience design. During the project, I also conducted a user survey and a comparative tree test.