Portfolio
Portfolio
These are some of the products and features I've designed, scoped, and brought to market. As a member of a lean team operating under aggressive deadlines, I had to move quickly, balance multiple work streams, solve tons of technical problems with our dev team, incorporate user feedback, and consistently iterate on the product’s UX and UI.
Financial terminal & app for retail investors
The platform was designed to be easy to use, personalized to a users’ portfolio, to enable easy asset discovery, and clear insights derived from financial data, documents and aggregate industry benchmarks. App included a freemium model complete with feature gating, subscriptions & payment processing infrastructure.
Financial terminal & app for retail investors
The platform was designed to be easy to use, personalized to a users’ portfolio, to enable easy asset discovery, and clear insights derived from financial data, documents and aggregate industry benchmarks. App included a freemium model complete with feature gating, subscriptions & payment processing infrastructure.
Financial terminal & app for retail investors
The platform was designed to be easy to use, personalized to a users’ portfolio, to enable easy asset discovery, and clear insights derived from financial data, documents and aggregate industry benchmarks. App included a freemium model complete with feature gating, subscriptions & payment processing infrastructure.
AI-powered Content & Discovery
Uses LLMs with the latest in RAG techniques to compress large amounts of content into digestible insights, and allows users to quickly query a trove of news, documents, transcripts, presentations, and more.
AI-powered Content & Discovery
Uses LLMs with the latest in RAG techniques to compress large amounts of content into digestible insights, and allows users to quickly query a trove of news, documents, transcripts, presentations, and more.
AI-powered Content & Discovery
Uses LLMs with the latest in RAG techniques to compress large amounts of content into digestible insights, and allows users to quickly query a trove of news, documents, transcripts, presentations, and more.
B2B API Platform for Financial Data & Infrastructure
A comprehensive, modern, customizable infrastructure platform for businesses to build retail investment apps. Financial data, market data, benchmarking insights, portfolio analytics, AI-powered custom content, embeddable UX components, and user management are all built in.
B2B API Platform for Financial Data & Infrastructure
A comprehensive, modern, customizable infrastructure platform for businesses to build retail investment apps. Financial data, market data, benchmarking insights, portfolio analytics, AI-powered custom content, embeddable UX components, and user management are all built in.
B2B API Platform for Financial Data & Infrastructure
A comprehensive, modern, customizable infrastructure platform for businesses to build retail investment apps. Financial data, market data, benchmarking insights, portfolio analytics, AI-powered custom content, embeddable UX components, and user management are all built in.
Portfolio Aggregation & Insights
Enables users to connect their brokerage accounts and view their performance, allocation, key portfolio management statistics and AI-powered insights on their holdings. Works across all accounts, for any individual account, or for manual mock accounts.
Portfolio Aggregation & Insights
Enables users to connect their brokerage accounts and view their performance, allocation, key portfolio management statistics and AI-powered insights on their holdings. Works across all accounts, for any individual account, or for manual mock accounts.
Portfolio Aggregation & Insights
Enables users to connect their brokerage accounts and view their performance, allocation, key portfolio management statistics and AI-powered insights on their holdings. Works across all accounts, for any individual account, or for manual mock accounts.
Mobile App
Users can discuss individual stocks, sectors, or themes (e.g. IoT or AI companies). Features included tagging, a News Bot that posted relevant stories to spur engagement, push notifications, a chat moderation, and compliance-related features (we were operating in a regulated space).
Mobile App
Users can discuss individual stocks, sectors, or themes (e.g. IoT or AI companies). Features included tagging, a News Bot that posted relevant stories to spur engagement, push notifications, a chat moderation, and compliance-related features (we were operating in a regulated space).
Mobile App
Users can discuss individual stocks, sectors, or themes (e.g. IoT or AI companies). Features included tagging, a News Bot that posted relevant stories to spur engagement, push notifications, a chat moderation, and compliance-related features (we were operating in a regulated space).
Let's talk.
Whether you're interested in collaborating on a project, working together more formally, or you just want to chat, I'd love to hear from you.
Let's talk.
Whether you're interested in collaborating on a project, working together more formally, or you just want to chat, I'd love to hear from you.
Let's talk.
Whether you're interested in collaborating on a project, working together more formally, or you just want to chat, I'd love to hear from you.
