Learnvest + Northwestern Mutual

Upon acquisition of LearnVest, Northwestern Mutual begun rapidly updating their outdated systems with LearnVest’s team process, planning algorithm and approach to budget and goal planning for financial advisors and their clients. Below are among the main initiatives that I am a part of at LearnVest.

FX Design system

• Leading UX efforts for a platform-wide design system to be used internally by designers and developers.

• Work includes identifying design principles, developing interactive and visual style, guidelines and rules.

planning experience (PX) beta

• Working closely with the PX team to conduct QA and bug tests as well as processing feedback from the field.

• Working closely with product and engineering to strategize, design and build towards product releases.

px 2.0

• Contributing to concept and redesign efforts for the next version of Planning Experience.