Personalized Wealth Management with Vestmark
Delivered an 'end-to-end' solution for financial advisors to rebalance household portfolio accounts, minimizing drift across multiple investment vehicles, while also refining the Vestmark Design System.
CONTEXT
In the summer of 2024, I interned at Vestmark on the Endeavour Products Team. Over the course of the summer, I worked on a new area of the market where financial advisors can rebalance household portfolio accounts to minimize drift across multiple investment vehicles. I additionally contributed 30+ components to Vestmark Design System, designed new screens for Endeavour theming customization settings, and pitched a redesign of the client dashboard experience.
TEAM
3 PMs, 7 developers,
VP of UX, 1 designer
ROLE
Product Design Intern
TIMELINE
(4 months)
May - August 2024
SKILLS/TOOLS
Fintech, ADA Compliance,
Design Systems, Figma, Miro
Under NDA. Please contact me at lej56@cornell.edu for more details.