Portfolio: Client Work — Charles Schwab
I was a repeat contractor for 5 years with the same department.
Note: For this role there are a few things to note:
- View the testimonial from the recruiting agency.
- My manager was not able to provide a reference because its a brokerage type of bank, and it has something to do with that.
- I've worked on a number of projects with Schwab and that cannot be published. Bet you've surely seen some of them here and there!
- Below the testimonial, is a brief description of what I worked on each year
Testimonial
UX & UI Work
2016 Deliverables:
- Local Marketing Portal - with custom features and reusable components for marketing event driven templates, custom designed mega menu.
- Visual design mockups, ideation and front-end development including but not limited to sliced and optimized images, page optimization, created highly customized reusable event marketing pages.
- UX ideation, wireframes. Multiple iterations for ux flows and designs.
2015 Deliverables:
Project: Advisor Services, ISRM, Analytics and Business Insights ABI.
Deliverables:- High fidelity mockups.
2014 Deliverables:
Projects: Powering Appreciation, Leading Appreciation, Real Estate Plans, Investor Services and CS&S, The Schwab Story: Investing Matters micro site.
Deliverables:- Photoshop mockups, user experience flows.
- Website production for the above intranet portals.
2013 Deliverables:
Projects: Schwab Story, Schwab History Celebrating 40 years, S&C Portal.
Deliverables:- Created site layouts consistent with Own Your Tomorrow brand.
2012 Deliverables:
Projects: New Health HSA Project.
Deliverables:- Multiple updates, Megamenus - Implemented Optimal Site Informational Architecture.
- Technical Documentation and Process.
2011 Deliverables:
Projects: Designed Schwab's Independent Branch Services, Branch Leaders Consumer Facing Product.
Deliverables:- Produced a new Charles Schwab website to support the sales, marketing, servicing and compliance needs of the independent broker franchise network.
- Partnered with product team on UX scenarios and photoshop mockups pre-development.
- Additional Support for - Options Xpress, Initiative Watch project.