During my time at Fidelity Investments I was able to contribute as both a design leader and individual contributor for initiatives across two different areas of the business:
Post-Retirement Spending
Allowing retiree’s to plan out their expenses and maximize the duration of their retirement spending in the most tax-efficient way possible.
Branch Associate Digital Experience
Digitizing service experiences at Fidelity’s investor centers to streamline associate workflows and allow more time for planning and guidance.