I'm a UX Designer/Developer Hybrid currently looking for a new role in Dallas or Austin, but would jump at the right opportunity in LA or NYC. Call or text me directly (757) 342-5654.
Fidelity TradeHub is a Multinational Fintech Corporation.
Hybrid UX/UI
Design & Code
Santa Monica,
California
Design & Development
Fidelity TradeHub
Fidelity is a financial services company that offers investment management, retirement planning, brokerage services, wealth management, and banking products to individuals and institutions.
Troubleshoot failed trades and amend missing information needed for banks to process.
2024
My role on this project:
UX/UI Design and Prototyping
Agency: Photon
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User problem: userproblem1
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User problem: userproblem2
Fidelity is a financial services company that offers investment management, retirement planning, brokerage services, wealth management, and banking products to individuals and institutions.
Troubleshoot failed trades and amend missing information needed for banks to process.
UX & Interface Design for a Multinational Fintech Corporation
Fidelity is a financial services company that offers investment management, retirement planning, brokerage services, wealth management, and banking products to individuals and institutions.
From a sea of dropdowns:
To a foundational element anchored to every page of the app:
Dashboard
As Lead Designer, I guided Fidelity through a reimagination effort to first-time overhaul the flagship product for their internal Trading Platform, allowing analysts & managers to troubleshoot failed trades, then amend missing information needed for banks to process.
Most often, these analysts would jump right into Trade Search or Workflow, but the Dashboard was an opportunity to highlight edge cases.
Try swiping left and right on the images to navigate.
Tap to Hide
Swipe Left
or use the arrows
Dashboard panel expanded
When a widget is selected, the data is shown beneath.
Editing Widgets
Rearranging Widgets
All Widgets
A great opportunity to highlight edge cases.
Search & Workflow
Covering 9 divisions within the company including Global Fixed Income, Domestic Equity, FX and ETFs, each division provided me with 1-2 Analyst/Manager pairs to interview and to serve as stakeholders throughout the process. I concepted then prototyped new features where I fielded wishlist items & quality-of-life improvements from each division. Then chiseled away at novel & holistic solutions for those users, who sometimes have different interpretations of the same words.
Try swiping left and right on the images to navigate.
Tap to Hide
Swipe Left
or use the arrows
Default Workflow View
Widgets Expanded On-Demand
Selecting a Different Widget
Selecting a Different Widget
Collapsing the Widgets Panel
Trade Details Modal on Hover
Showing the most pertinent information so the analyst does not have to drill all the way down.
Parameters Panel Expanded
Trade Details
This page can get unwieldy, so it makes a distinction between live data and an absence of data.
