I led the content strategy for Merrill’s asset‑transfer flow, transforming complex financial steps into a clear, compliant, confidence‑building user journey from start to finish.

Directed the content strategy for the portfolio expansion effort, establishing a unified experience that empowered users to understand and evaluate new investment opportunities.

Shaped the content and experience strategy for Ally Invest’s investment transfer process, turning a confusing multi‑step workflow into a guided journey that improved accuracy and reduced operational strain.