ShareBuilder

ShareBuilder site enhancements

During my time at ShareBuilder I had the opportunity to make and update many website process flows. Being very education heavy and trying to make complicated processes friendly I worked within the site taking user input to smooth over sections that were considered difficult or confusing.

Mutual Fund purchasing process updates

In the Mutual Fund purchasing process flow I worked to add a way to research them from many different directions so an investor could eventually make a selection to purchase the right fund for them.

Mutual Fund Search Wizard Step 1 - Blank, no selections
Mutual Fund Research Search Wizard Step 1 – Blank, no selections

 

Mutual Fund Search Wizard Step 2 - Selection of fund family
Mutual Fund Research Search Wizard Step 2 – Selection of fund family

 

Mutual Fund Search Wizard Step 3 - Selections of Asset Type and Category
Mutual Fund Research Search Wizard Step 3 – Selections of Asset Type and Category

 

Mutual Fund Research Search Results
Mutual Fund Research Search Results

 

Find Mutual Fund Symbol Popup

Sometimes simple is the most effective. I added a link connected to a popup to allow the user to ‘find’ a specific Mutual Fund symbol without taking the user out of the flow and losing context to the purchase path. The following steps detail out the process:

Buying a Mutual Fund but missing the Symbol
Buying a Mutual Fund but missing the Symbol

 

Buying a Mutual Fund Symbol Search Popup - Step 1 (Initial state)
Buying a Mutual Fund Symbol Search Popup – Step 1 (Initial state)

 

Buying a Mutual Fund Symbol Search Popup - Step 2 (Fund Family selected)
Buying a Mutual Fund Symbol Search Popup – Step 2 (Fund Family selection)

 

Buying a Mutual Fund and now the Mutual Fund is selected
Buying a Mutual Fund and now the Mutual Fund is selected

 

User Experience Designer / Developer (July 2008 – Jan 2009)

  • Created mockups of web pages using Photoshop using content from product managers to provide the best experience and interaction for current and prospective investors
  • Conceptualized, designed and developed webpages for investor micro-sites to display specific types of information detailing difficult financial concepts for educational purposes for investors
  • Coded micro-sites and maintained the About Us section of the ShareBuilder website using HTML, CSS and JavaScript
  • Designed, created, and maintained Flash elements for education and advertising purposes

Tools and Environment: Adobe Photoshop, Adobe Illustrator, Adobe Dreamweaver, Adobe Flash