Work History

2/2022 - Present

Overview

Leads and manages UX research in a B2B, government consulting environment on 2 project contracts.

Project Contract 1 - eCQM Authoring & Testing Platform

Conduct research to create the successor to 2 legacy products, one designed for eCQM authoring and the other designed for eCQM testing.

Conduct generative and evaluative research.

Establish product performance measurement strategies.

Facilitate workshops and UX activities.

Project Contract 2 - Innovation Model Dashboard

Conduct research towards developing a data submission and analytics dashboard.

Facilitate workshops and UX activities.

Responsibilities

Research strategy, product strategy, business strategy, project management, internal client management, participant recruiting and management, research moderation, heuristics analysis, screener development, discussion guide development, reporting/presentations, workshops.

Project Scopes

Usability testing, information architecture, content strategy, customer research, concept exploration

Clients & Stakeholders

Working with Center for Medicare & Medicaid Services (CMS).

Working with stakeholders in: C-suite, product, design, software engineering, user support, user community, partnering organizations.

12/2019 - 3/2021

Overview

Led and managed UX research projects for external clients in a software development consulting environment.

Created and contributed to UX research & design, sales collateral.

Responsibilities

Research Planning, Discussion Guides, Interview Moderation, Research Participant Recruitment, Research Reporting, Stakeholder Workshops

Project Scopes

Usability Testing, Content Strategy, User Research

Platforms

Web, Mobile, Proprietary Software

Clients & Stakeholders

Worked with companies in: Finance

Worked with stakeholders in: C-Suite, product, customer support, software engineering

2/2017 - 5/2019

Overview

Led and managed UX research in a B2B, tech-startup environment.

Conduct research on 4 products.

Establish product performance measurement strategies.

Facilitate workshops and UX activities.

Establish and implement research practices across products and throughout the organization.

Responsibilities

Research strategy, product strategy, business strategy, project management, internal client management, participant recruiting and management, research moderation, heuristics analysis, screener development, discussion guide development, reporting/presentations, workshops

Project Scopes

User experience/UX, usability, marketing strategy, information architecture, content strategy, customer research, concept exploration

Platforms

Web and mobile

Stakeholders

C-suite, product, marketing, research, analytics, software development, and design.

7/2016 - 9/2016

Overview

Led and managed UX / usability research projects.

Responsibilities

Project management, client management, participant recruiting and management, research moderation, heuristics analysis, screener development, discussion guide development, reporting/presentations.

Project Scopes

User experience/UX, usability, marketing strategy, information architecture, content strategy, customer research.

Platforms

Websites, mobile, amazon echo.

Clients & Stakeholders

Fortune 500 companies in retail finance and sports.

Worked with key stakeholders in: Product, marketing, research, and design.

9/2014 - 2/2016

Overview

Led and managed qualitative business‐to‐business research projects.

Responsibilities

Project management, client management, team management, participant recruiting & management, research moderation, heuristics analysis, screener development, discussion guide development, reporting/presentations, video editing, drafting research proposals.

Project Scopes

User experience/UX, usability, marketing strategy, information architecture, content strategy, customer research.

Platforms

Web, mobile, proprietary software

Clients & Stakeholders

Fortune 500 companies and startups in finance, insurance, marketing, social media, consulting, IT services, legal.

Works with key stakeholders in: Product, marketing, research, and design.

6/2013 - 8/2013

Overview

Managed research projects supporting Chase Credit Card Services.

Conducted user experience study on proprietary Chase Market Research Software to discover opportunities for improvement, informing future software updates.

Managed social media study, to benchmark social media followers of “Ink from Chase” credit brand, directing social media strategy.

Performed comparative analysis of research sample providers, providing insights into vendor landscape and differentiating attributes.

Responsibilities

Project management, vendor management, reporting/presentations for senior researchers and marketers.

Project Scopes

Contextual inquiries, survey design, survey pre‐testing, 1‐on‐1 Interviews, heuristic evaluation,

10/2004 - 1/2010

Overview

Actively traded U.S. equities, deploying short‐term trading strategies across individual stocks, funds, and various industries (e.g. finance, energy, retail, technology, pharmaceuticals & healthcare, insurance, utilities, transportation, leisure, etc.).

Traded average of ~$10MM per day.

Trained, led, and provided mentorship for new team of traders.

Responsiblities

Trade deployment, trade management, account management, equity/trading research & strategy, monitoring financial markets (e.g.equities, bonds, currencies, commodities, options, derivatives) & market events (e.g. financial data releases, geo‐political events, company & industry specific news), training & mentorship.

Achievements

Achieved year‐to‐year percentage profit growth gains of 50% between 2004 and 2006.