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Portfolio

 Current work  
                                      

Wells Fargo – SAN FRANCISCO, CA

XD - Experience Design  /  2015 - current
AVP / Move Money Visual Designer Lead / Product Designer

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Beginning in 2015 I began working within the CX (Customer Experience) team of Wells Fargo, now currently called XD - Experience Design.  This has been an amazing opportunity to focus primarily on product design and the customer journey. Enhancing the experience through great product / visual design, creative strategy, and logic.  This is a tremendous group of talented people that I have been very happy to work with each and every day. 

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Projects (products) range from Service Design, Authenticated Session, Security, and most prominently Payments / Move Money, where I am an SME.  Main products are Bill Pay, Transfer Money, Wire Money, and Zelle.

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Throughout my tenure I have been an integral part in creating and contributing to our design system, creating a large volume of custom components along with redlines. A tedious but necessary part of our work, and one that I enjoy!

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Here are a few highlights of the products I have worked on over the years:

   Bill Pay       
Bill Pay hub layout
Bill Pay right rail
Bill Pay tour
Bill Pay manage payee
Bill Pay Verification

Wells Fargo: Bill Pay​ - Desktop

Role:  Product / Visual Design

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After migrating our Bill Pay product to our servicing / component based platform, the product when though a few variations.  Here is the latest version where we adapted the design to function in a table style format, one that would resonate more with our client base.

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Here customers are able to handle several transactions at one time.  They are also able to see snapshots of their accounts and recent activity, and manage their payees.

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   Zelle       
Zelle hub
2020_Zelle_375_002
Zelle enter amount
Zelle Review
Zelle activity

Wells Fargo: Zelle - phone

Role:  Product / Visual Design

 

I've been fortunate to work with Zelle from the beginning with Wells Fargo.  Zelle is a way to send money to people you know and trust.  Zelle is managed through a third party, and a joint effort with several other financial institutions.

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Overall flow comes from the third-party, and then we adapt to our design system and align with our payment standards / flows.

   Wire Money       
Wire money - Add Recipient
Wire money - Add Recipient
Wire money - Add Recipient
Wire money - Add Recipient
Wells Fargo: Wire Money

Role:  Product / Visual Design

 

Wells Fargo was among the first of financial institutions to deliver the ability to wire money via a mobile device.  Since the initial launch on phone, we continued our work to bring alignment with the desktop / tablet experience. 

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With this redesign we were able to address customer drop-off, increase completion rate, and elevate the experience into more of a linear flow. 

 

This responsive effort was built in REACT where all components had to be re-spec'd and created net-new with our development team.  Essentially building out a new library of components that all other products could then use.

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