Experience as a Senior visual designer At Personal Capital a fintech startup offering free financial tools & wealth management

PERSONAL FINANCE

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WEALTH MANAGEMENT

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PERSONAL FINANCE + WEALTH MANAGEMENT +

Helping building a brand that improve financial lifes

Marketing & Impact

Created high-impact visual assets that boosted engagement across product marketing, email, and paid media.

Designed for performance-focused campaigns, with hands-on experience working on programmatic ad assets and responsive creative variations.

Developed a multi-city outdoor advertising campaign (San Francisco, Denver, Washington D.C.) and print ads featured in major publications such as TIMES, Forbes and Kiplinger.

Produced content and visuals for campaigns, landing pages, and educational resources that increased adoption and retention.

Balanced storytelling and data visualization in presentations, reports, and sales decks.

Product & UX Design

Contributed to the UX and UI redesign of the financial dashboard — later praised by The New York Times  as “the tool to beat” in personal finance.

Helped shape core user flows for budgeting, investment tracking, and onboarding in a data-driven, iterative environment.

Collaborated with product and engineering teams
to improve usability and clarity across web and mobile platforms.

Collaborated on A/B tests and user insights
to optimize performance.

Brand & Visual Strategy

Played a key role in the rebranding project that contributed to exponential user growth and led to Personal Capital’s acquisition by Empower.

Designed cohesive brand systems and multi-platform visual experiences, aligning creative with business and user goals.

Partnered with product to create and optimize App Store assets — including static designs, iconography, and animated previews.

Creative Strategy

Actively participated in design critiques and ideation sessions, consistently striving for innovative solutions, helping launch new products and services through creative marketing.

Interface Design & User Experience

Produced engaging graphics and layouts for web and mobile platforms, enhancing user experience and driving customer engagement.

Cross-functional collaboration

Collaborated with cross-functional teams to create captivating visual content that aligned with marketing, product, and sales objectives.

Omni-channel tactical marketing

Worked closely with the marketing team to develop integrated direct and brand campaigns, email templates, and digital advertisements that yielded a significant increase in conversion rates.