While at OS33, I collaborated with the marketing team to develop an internal PowerPoint template, establish a library of illustrations for presentations and promotional digital assets, and create product brochures for diverse events. Additionally, I provided support to the product design team by designing user interface elements for the Workplace compliance filtration and onboarding process.

OS33 is a SaaS platform for compliance and productivity enablement for the wealth management industry. The company focuses on servicing enterprise-scale Broker-Dealers, insurance companies
and other financial institutions who leverage independent reps/
advisors, as well as RIAs affiliated with the nation’s top custodians.