UX Research Lead — Los Angeles

Turning complexity into clarity.

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

View case studies Get in touch
0 Years leading UX research
0 Industries — fintech, SaaS, consumer
C‑Suite Research reaching executive level
0→1 Research in emerging product spaces

Previously at

JPMorgan Chase· Goldman Sachs· Autograph· SalesLoft· JPMorgan Chase· Goldman Sachs· Autograph· SalesLoft·

01 — Selected Work

Case studies

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

deal-intelligence.jpm
GIB · Deal Intelligence
IPO Lifecycle Map
Origination
Filing
Roadshow
Pricing
Listing
TL
TrueLayer · $2.1B
Roadshow prep underway — 1d ago
Deal Prep
AV
Axiom Ventures · $4.2B
IPO ready — window open
Prospecting

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 WorkshopsJourney MappingExecutive ResearchZero-to-One
RoleUX Research Lead
Methods2 × 2hr Executive Workshops, SME Interviews, Journey Mapping
Participants3 MDs, 1 ED, 1 VP — North America & EMEA
OutcomeFirst firm-wide lifecycle map; 6 downstream initiatives
View case study
AUTOGRAPH GOLD
Tom Brady Pass
TB Signature Member
2,840Fan Points
🏈
Private Training Session
Tampa · 12 spots left
Claim
✍️
Signed TB12 Jersey
Authenticated
Owned
🎤
Personal Voicemail
Redeemed · Dec
Done

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=4,000 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 InterviewsFocus GroupsMaxDiff SurveyPersona DevelopmentZero-to-One
RoleSenior Researcher
MethodsInterviews, Focus Groups, MaxDiff Survey (n=4,000)
ParticipantsAutograph users + football / Tom Brady fans
OutcomeFull product pivot to fan experience platform
View case study
dash.jpm — sponsor coverage
Peak Rock Capital
Sponsor Coverage · Investor Profile
Coverage LeadJohn Ross
$6.2bnAUM
$3.8bnDry Powder
7Active Funds
21Portfolio Cos.
Wallet Share — M&A L36
JPM #2 · 22%
GS #1 · 31%
MS #3 · 17%

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 InterviewsJobs to Be DoneProduct DefinitionGlobal Research
RoleUX Research Lead
Methods7 In-Depth Interviews, Screen-Sharing, JTBD Framework
ParticipantsSenior bankers covering PE, sovereign wealth, growth VC
OutcomeJTBD framework became shared product language; informed data field requirements for launch
View case study
market-monitor.jpm
Tools open every morning
BBloombergTrading levels
FFactSetDaily brief
NNIBPBond data
MMarket MonitorMacro overview★
EExcelDeal 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 ResearchAdoption ResearchScreen-SharingMixed Methods
RoleUX Research Lead
Methods7 Screen-Sharing Interviews, Usability Research, Journey Mapping
ParticipantsDCM LevFin, DCM IG, ECM bankers
OutcomePlatform improvements shipped; deal opportunity discovery module requirements came verbatim from research
View case study
Tim Yoo

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.

02 — About

Research as a strategic discipline

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.

03 — Expertise

Research methods & tools

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

04 — Get in touch

Let's talk research.

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

Email me LinkedIn