PEOPLE LEADERSHIP
Defining My Approach
Leadership Philosophy
Support and empower — fostering growth, collaboration, and success.
Leading by example: Working alongside the team to inspire excellence.
Recognition and appreciation: Celebrating contributions and achievements.
Trust and respect: Building a foundation for open communication and collaboration.
Process Overview
Our process centers on prioritizing the consumer while delivering impactful, delightful experiences.
Align with business goals
Involve stakeholders early & often
Leverage insights, data, and principles
Explore design options
Wins Under My Leadership
Generated over $485k in monthly revenue through “Match Screen” page optimizations
Better expectation setting around next steps through the addition of the “intro” module
Introduction of more white space by removing the background and alignment with new branding guidelines
Improved promotion of advisor matches and matching algorithm using “areas of focus” and other information
Michael Sanchez · SmartAsset's Matching Service
Improved CTR by 15% through “Mini Rate” table updates
Better alignment to new branding guidelines
Enhanced call-to-actions (CTAs) to increase clickable area of each rate listing
Restructured mobile listings to improve usability
Sarah Tran · Financial Products
