At Altruist, I work on core wealth-infrastructure experiences that sit at the intersection of product, operations, and engineering—designing systems that move money, open accounts, and scale reliably for independent financial advisors. My work spans end-to-end ownership of complex initiatives like Transfers & Cashiering, account opening and validation, remote check deposit, and retirement experiences (including RMDs), with a focus on reducing operational burden, clarifying edge cases, and making high-stakes workflows more predictable for both advisors and end clients.

More to come…