Candidates About

OBJECTIVE      To manage and to lead the design and implementation of projects in a dynamic information technology environment.

SUMMARY       Create and lead cost-efficient, innovative and effective technology solutions to enhance business performance and goals.

                           Over 20 years of experience in broad business such as Financial, Banking, manufacturing, communication, education, electronic publishing and professional services.

EXPERIENCE

9/16 – current       Morgan Stanley – New York, NY (contract through emableIT)

Sr. Information Architect / UXD

Provided design support to Morgan Stanley Wealth Management Web application. This rich and complex application gives their Financial Advisors, business, and clients the ability to view and manage their wealth as well as providing a rich and customizable reporting system. Some of the projects I have worked on are Manual Account Creation, Global Know Your Customer, Retirement Aggregation, Search, Custom Profiling Grouping, Net Worth reporting, Financial Holdings redesign, Activity redesign, etc. Typical project involved the following:

o     Working with business, BA to defined requirements and business rules.   

o     Design the wireframes and schedule reviews with project team and business.    

o     Used Axure for wireframes and internal templates for presentations.

4/16 – 7/16           Fidelity Investments – Jersey City, NJ (contract through Starpoint Solutions)

Sr. Information Architect / UXD

Lead and design the Account Opening and Transfer of Assets for the Digital Advisor tool. This application offers a digital advice platform with a robo advisor solution. It targets low to mid asset investors and allow them to open Individual, Joint, and IRA Retirement brokerage accounts using the Digital Advisor Platform provided by eMoney. This includes:

o     Working closely with business and legal to defined requirements and business rules. 

o     Design the wireframes and conduct review iterations with project team. This includes communicating the design with standard, legal, branding, QA and developers. 

o     Used Axure for wireframes

8/15 – 3/16           Fidelity Investments – Jersey City, NJ (contract through Starpoint Solutions)

Sr. Information Architect / UXD

Joined the NextGen project in its early stages as a sr. information architect to help draw the foundation and process for the UXD work required. Then lead the UXD analysis, design and deliverables.      

This application allows Fidelity Advisors/Representatives to work with investors’ portfolios, set their goals and identify appropriate managed account products based on their preferences. The NextGen application replaces some of the very high cost maintenance tools and put the focus of the representative on the client rather than on searching for information using multiple tools.

Main achievements:

o     Analyzed current Fidelity representative tools and work process

o     Worked closely with product owner to determine goals and enhancements

o     Reviewed other related Fidelity projects to insure collaboration between projects, design and data

o     Created workflow process.

o     Created prototypes and demos in Salesforce, a customer relationship management tool. Communicated and presented the prototypes and demos to team, management, business and product owners

o     Created prototypes using Axure. Communicated the design with all team members including usability, content, developers, QAs, product owners, etc.

7/14 – 7/15           Wells Fargo – Charlotte, NC (contract through ettain group)

Sr. Information Architect / UX Lead

My responsibilities include the following:

o     Provide design support and recommendations to the bank’s Jr. information architect leads

o     Lead the design of the IT standard site 

o     Lead the design of the Delivery Preference Management

1/14 – 6/14           TIAA-CREF – Charlotte, NC (contract through Axis Technologies)

UX Lead / Sr. Information Architect

Lead and design the Life Insurance Wizard application. This application provides three assessments, determine if you need life insurance and find how much do you need and finally provide quotes. Users can complete the wizard in less than three minutes. This application was also designed for tablets and mobile utilizing responsive design. 

My responsibilities for this project include the following:

o     Defined the UX estimate, timelines and deliverables. 

o     Performed research and analyze requirements

o     Conducted sketch sessions, brainstorm sessions, with a selected team that involved the business, marketing, managers and developers.

o     Created the low-fidelity wireframes and reviewed them with business, project team and management.

o     Lead design sessions and created high-fidelity screens then conducted a serious of reviews to all teams.

o     Worked with the usability team and perform 30% of the usability testing.

o     Worked with accessibility, style, legal and compliance, and marketing personnel to insure company standards.

o     Work with the editorial team for customer-facing content.

o     Provide design assistance to developers and quality assurance to ensure that the design specifications are met.   

3/07 – 1/14           J.P.Morgan Chase & Co. – Columbus, OH (full time employee)

VP Information Architect/Interaction Design & Analysis/ UX

Lead and design for multiple projects for retail and private banking simultaneously, including Mortgage, Home Equity, Card and Auto Finance Web applications.

My responsibilities for these projects include the following:

o     Involve in scoping and project initiation. 

o     Review and analyze requirements with the line of business and project teams.

o     Design low-level wireframes and present them to the line of business to ensure that the design has met/exceeded business goals and expectations. Present the wireframes to all project teams to ensure that design, system architecture, editorial, development and quality assurance are all in sync.

o     Lead design brainstorm sessions with all User Experience colleagues, including management.

o     Design high-level wireframes using iRise and perform usability studies. Work with the accessibility, marketing and legal compliance teams to ensure that the design is meeting the company standards. Present completed design to the line of business and project teams.

o     Work with the editorial team for customer-facing content.

o     Create the functional specification document and content assets in the company docbase using the Content Management Tool, Documentum and CQ5.

o     Provide design assistance to system architect, developers and quality assurance to ensure that the design specifications are met.   

o     Schedule and monitor the production content publishing on the release day and conduct post-release testing to ensure the success of the project.

o     Mentor new employees.

8/07 – 10/07         Resource Interactive – Columbus, OH (contract through Victoria James Consulting)

                           Information Architect/Interaction Design

Designed and architected the American Signature and Value City Furniture web application. Created taxonomy maps and sitemap. Applied user centered design to create wireframes prototypes and user interface specifications. Conducted whiteboard sessions for managers, client services team, strategic team, and developers to present and discuss the design. Documented the wireframes and the user interface design and specifications.

Technologies used: MS Visio.

1/95 – 7/07           Earlier Assignments

  Worked for the below clients as a Web Developer, Software Engineer, Information Architect, UX Lead, Project Lead, and Project Manager                       

                           Clients include:

                           Huntington National Bank – Columbus, OH

                           Malley’s Chocolate, Inc. – Cleveland, OH

                           Cingular – Hoffman Estates, IL

                           Collaborative Center for Literacy Development at University of Kentucky – Lexington, KY

                           Kentucky Department of Education – Frankfort, KY

                           National Arbitration and Mediation – Great Neck, NY

                           Rampart Systems, Inc. – Melville, NY

                           Moen Incorporated – Cleveland, OH

                           The Limited, Inc. – Columbus, OH

                           MCI WorldCom – Columbus, OH

                           Liebert Corporation – Columbus, OH

                           Worthington Industries – Columbus, OH

                           OCLC – Online Computer Library Center, Inc. – Columbus, OH

TECHNICAL SKILLS

MS Visio, iRise, Axure, Sketch, Salesforce

Content Management Tool, Documentum, CQ5, ALM (Application Lifecycle Management)

Javascript, VBScript, Perl (5.6), ColdFusion (4.5 & MX), ColdFusion Fusebox and CFC, Crystal Reports, Dreamweaver, ASP, Visual InterDev, Active-X Control, Active Server Components, CSS, SSL, SGML, HTML, DHTML, DTD, LaTeX, SQL, PL/SQL2.3, Shell Programming, C, JAVA

Oracle, RDBMS, SQL, Toad, IIS, PVCS, MS Source Safe, MS SQL Server, MySQL, DB2, DB2 Control and Command Center

EDUCATION    MS in Mathematics & Computer Science, November 1994

                           Ohio University, Athens, Ohio

                           BS in Mathematics, Physics & Chemistry, October 1990

                           Tishreen University, Latakia, Syria

Other Education:

10/15 – Agile Whole Team – Scrum Edition

11/13 – Introduction to Digital Accessibility

11/13 – Accessibility for Designers

03/96 – Structured System Design (Online Computer Library Center, Inc.)

05/95 – Document Architect Introductory Course (ArborText, Inc.)