Selected Work at Aladdin Wealth
Aladdin Wealth by BlackRock is the world’s largest digital wealth management platform, serving top advisors across wirehouses, private banks, regional banks, TAMPs, RIAs, and broker-dealers.
As one of the Design Leads for Advisory, I shipped 0-to-1 portfolio analysis, proposal, and reporting product including AI Commentary, Portfolio Analytics, Report Builder, and Proposal Checkout. Through these launches, I transformed rigid, fragmented financial workflows into complaint & seamless, modular engines.
AI Commentary
Helping advisor prepare talking points for portfolio changes
Data Visualization for Portfolio Analytics
Introducing new data visualization to make portfolio comparison easier and faster for advisors and end investors.
Report Builder
Introducing user-saved templates let advisors make reports faster and reduce manual errors.
Due to NDA, I’m unable to share the details of the projects. If you have more questions about my experience, just shoot me a message.
