UX Research Lead

Turning complexity
into clarity

8+ years leading mixed-methods research that shapes products, aligns teams, and uncovers what people actually need — before anyone thinks to ask.

View case studies ↓
8+
Years leading UX research
3
Industries: fintech, SaaS, consumer
C-Suite
Research participants at exec level
0→1
Research in emerging product spaces

Previously

JPMorgan Chase Goldman Sachs Autograph SalesLoft

Case Studies

Four research projects spanning executive workshops, zero-to-one discovery, and large-scale mixed-methods programs — each shaping real product and strategy decisions.

GIB
Deal Intelligence
ECM Prospects — Prospecting Pipeline
All
High priority
My coverage
AV
Axiom Ventures $4.2B
IPO ready — window open
3d ago
Prospecting
KG
Kestrel Group $1.8B
Block trade signal — Q1
12d ago
Origination
MP
MedPath Inc $890M
Coverage gap · no action 45d
45d ago
Relationship
TL
TrueLayer $2.1B
Roadshow prep underway
1d ago
Deal Prep
HL
Helios Labs $650M
Competitor win — GS mandate
8d ago
Monitoring
5 active prospects · 2 require action
+ Add prospect

01 — JPMorgan Chase

Mapping the IPO Journey End-to-End

ECM bankers navigate one of the most complex, high-stakes deal processes in finance — and most of that complexity lived only in their heads. We ran two intensive working sessions with senior ECM executives to surface, document, and map the full lifecycle of an IPO deal. The research reached the #3 product executive at the firm, reporting directly to Jamie Dimon, and drove six downstream initiatives across platform strategy, AI, and onboarding.

Executive Workshops Journey Mapping Executive Research Zero-to-One

Role

UX Research Lead

Methods

2 × 2hr Executive Workshops, SME Interviews, Journey Mapping

Participants

3 MDs, 1 ED, 1 VP — North America & EMEA

Outcome

First firm-wide lifecycle map; 6 downstream initiatives

View Case Study →

02 — Autograph

From Collectibles
to Fan Experiences

Autograph's NFT platform was losing users and community sentiment was tanking. A three-phase zero-to-one research program — 11 interviews, 4 focus groups, and an n=3,000 survey — revealed fans didn't want more digital collectibles. They wanted to get closer to their favorite athletes in real life. The research pivoted the company's entire product strategy.

User Interviews Focus Groups MaxDiff Survey Persona Development Zero-to-One

Role

Senior Researcher

Methods

Interviews, Focus Groups, MaxDiff Survey (n=3,000)

Participants

Autograph users + football / Tom Brady fans

Outcome

Full product pivot to fan experience platform

View Case Study →
AUTOGRAPH
Tom Brady Pass
TB
Tom Brady
Signature Member · Gold
2,840
Fan Points
3
Experiences
2
Signed items
1
New
Exclusive Access — Unlocked
🏈
Private Training Session
Tampa · March 2025 · 12 spots left
Claim →
✍️
Signed TB12 Jersey
Authenticated · Ships Feb 2025
Owned
🎤
Personal Voicemail
Redeemed · Dec 2024
Done

03 — JPMorgan Chase

The Snapshot
Before the Room

Senior bankers covering the world's largest private equity firms were walking into meetings unprepared — not from lack of effort, but from lack of a single, coherent view of their client. Seven in-depth interviews across North America and Europe surfaced five Jobs to Be Done that became the foundation for a new investor intelligence platform.

User Interviews Jobs to Be Done Product Definition Global Research

Role

UX Research Lead

Methods

7 In-Depth Interviews, Screen-Sharing, JTBD Framework

Participants

Senior bankers covering PE, sovereign wealth, growth VC

Outcome

JTBD framework became shared product language; informed data field requirements for launch

View Case Study →
DASH Sponsor Coverage · Investor Profile
Peak Rock Capital
Coverage Lead
John Ross
Last Interaction
3 days ago
IB Coverage
Kate Brady
Key Metrics
$6.2bn
AUM
$3.8bn
Dry powder
7
Active funds
21
Portfolio cos.
Wallet Share — M&A L36
JPM #2
22%
GS #1
31%
MS #3
17%
Market Monitor Capital Markets Intelligence
Tools open every morning
B
Bloomberg
Trading levels, price history
F
FactSet
Daily brief, financial modeling
N
NIBP
Bond data, familiar interface
M
Market Monitor ★
Macro overview, in-market calendar
E
Excel
Custom models, deal tracking
5 tools open simultaneously · every morning

04 — JPMorgan Chase

Reimagining
the Banker's Desktop

Capital markets bankers were opening five separate tools every morning to piece together what one platform should provide. Seven screen-sharing sessions revealed why Market Monitor wasn't earning the switch — and exactly what would.

Usability Research Adoption Research Screen-Sharing Mixed Methods

Role

UX Research Lead

Methods

7 Screen-Sharing Interviews, Usability Research, Journey Mapping

Participants

DCM LevFin, DCM IG, ECM bankers

Outcome

Platform improvements shipped; deal opportunity discovery module requirements came verbatim from research

View Case Study →
Tim Yoo

Research as a strategic discipline

"I'm most energized by ambiguous spaces — the ones where there's no established playbook and the research itself has to define what good looks like."

I'm a UX Research Lead based in Los Angeles with 8+ years working at the intersection of complex systems and human behavior. I've led research at JPMorgan Chase, Goldman Sachs, Autograph, and SalesLoft — ranging from zero-to-one platform exploration to large-scale mixed-methods programs that shaped product roadmaps and executive strategy.

My work spans enterprise workflows, consumer financial products, and fan engagement platforms. Regardless of domain, my focus is the same: build understanding fast, synthesize with rigor, and communicate in a way that makes it impossible not to act.

Outside of work, you'll find me on the golf course, out for a run, or deep in a manga or anime series.

Research Methods

  • User Interviews
  • Focus Groups
  • Usability Testing
  • Contextual Inquiry
  • Diary Studies
  • Surveys & Card Sorting

Quantitative

  • MaxDiff Analysis
  • Conjoint Analysis
  • A/B Testing
  • Web Analytics
  • NPS Research
  • Behavioral Data Analysis

Innovation & Strategy

  • Zero-to-One Research
  • Futurecasting
  • Innovation Frameworks
  • Design Strategy
  • Concept Evaluation

Research Ops

  • Journey Mapping
  • Persona Development
  • Affinity Mapping
  • Stakeholder Alignment
  • Research Repository Design

Let's talk research

Open to new opportunities and conversations about research, product, and everything in between.