When the system can’t break
At Capital Group, with more than $2.6 trillion under management, I worked in the Wealth Management division on both print and digital projects. My role involved making dense financial information easier to understand and use. Every piece went through careful legal and compliance review. I focused on keeping the brand familiar while making the materials clearer and more helpful for advisors, ensuring nothing introduced risk or damaged trust.
CHALLENGE
I was supporting over a dozen pod teams at once. Each team had its own strategy, stakeholders, and legal partners. The work moved quickly, but the systems behind it did not. Many existing designs were inefficient and made financial data more difficult to understand. This slowed down reviews and caused friction among teams. Every decision had to consider compliance, brand risk, and timing all at once.
SOLUTION
I approached the work by tightening the foundation instead of redesigning everything. I focused on making layouts clearer, data easier to follow, and systems more consistent. This allowed teams to move faster without creating risk. I stayed close to the work, reviewed details early, and adjusted designs before they reached legal. That balance, speed without shortcuts, helped modernize the materials while keeping trust intact.
Essentials
Capital Group
Design Lead on Wealth Management accounts, team manager for onshore/offshore teams, client-facing liaison, acting art director during transition periods
Design Leadership, Visual Design, Design Systems, Stakeholder Management, Team Training, Operational Strategy, Creative QA
Publicis Sapient / Capital Group