Senior Product Designer. I owned the Bloomberg CRM product area.
I owned the Bloomberg CRM product area: the tools the sales team used to take coverage. At McKinsey I owned the custom PowerPoint platform consultants used to build client decks. At Chase I owned the Markets experience on chase.com, mobile and web.
Problem. Sales tools were scattered. A rep rebuilt the firm by hand from spend tools, notes, spreadsheets, and whoever last owned the account.
Role. Senior Product Designer, UX Employee Collaboration. May 2023 to August 2026. I owned the Bloomberg CRM product area. EI is the project that put those tools on one firm page.
Constraint. Reps would not trust commentary, strategy, or sentiment without knowing who entered it, when, and whether it was system-generated.
Proof. Trust of source and authorship was the risk. Lab sessions are method, not the outcome.
Problem. Sales reps stitched client structure from spreadsheets, shared notes, and memory before they could plan coverage.
Role. Senior Product Designer, UX Employee Collaboration. May 2023 to August 2026. I owned the Bloomberg CRM product area. Main section of Enterprise Intelligence.
Constraint. The model has to survive co-heads, dotted lines, and sub-desks without becoming another thing to maintain by hand.
Proof. Upkeep was the adoption risk. Interviews are not the proof.
Problem. Copying a slide into a client deck created orphan masters, layout breakage, and a ticket to the graphics team.
Role. Product Design Lead, Technology & Digital Co-Creative Problem Solving. March 2022 to March 2023. Sole product designer on the custom PowerPoint platform.
Constraint. The existing format tool only converted to the firm template. Most reuse landed in a client template.
Problem. Opening a detailed quote from Portfolio sent customers into a different section of the site. They wanted last price, chart, and news out in front, not a closed list of destinations.
Role. UX Design Lead, Digital Wealth Management, JPMorgan Chase & Co. / IHS Markit. September 2016 to November 2020.
Constraint. Close had to return to the page the customer came from, on the design system for Chase digital investment products.
