Carolina works across strategy and design to articulate the overall vision, which usually means translating the future of technology into something anyone can understand and use. She currently leads the UX/DX workstream at JPMorgan’s Data & Analytics organization, driving AI adoption and designing user-centered experiences for firmwide data use and governance. Previously, she was the head of user interface product at J.P. Morgan Fusion, collaborating with design and engineering to deliver cloud-native data solutions for institutional investors, providing end-to-end data management, analytics, and reporting across the investment lifecycle.
Prior to joining J.P. Morgan Fusion, she was the global head of Client Experience at Virtu Financial, part of one the largest UX teams at J.P. Morgan Markets, consulted for UBS on one of the earliest multi-asset investment banking platforms and worked in a number of industries creating differentiated B2B and B2C experiences.
A passionate self-quantifier and data visualizer, Carolina has been featured in numerous publications and her work has been exhibited at the Adobe Museum of Digital Media. She graduated from the Central Saint Martins College of Arts in London and holds a BA in Graphic Design.
Contact
Hands-on, goal-oriented product manager with 12+ years of experience within the financial services. Experience effectively managing complex projects from early stage research, concept ideation to product completion. Passionate about design, solving for complexity and fostering an innovative and entrepreneurial minded environment.
Specialties
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+ Design Thinking
+ Future State Vision and Strategy
+ Journey Mapping
+ Workshops and User Research
+ Sketching and Wireframing
+ Prototyping and Usability Testing
+ Visual Design
+ Data Visualization
+ Product Management
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+ Design Thinking
+ Future State Vision and Strategy
+ Journey Mapping
+ Workshops and User Research
+ Sketching and Wireframing
+ Prototyping and Usability Testing
+ Visual Design
+ Data Visualization
+ Product Management
Product Awards
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Fusion by J.P. Morgan: Best Enterprise Data Management (EDM)
Waters Rankings 2024 Highly Commended
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Fusion by J.P. Morgan: Best Enterprise Data Management (EDM)
Waters Rankings 2024 Highly Commended
Fusion by J.P. Morgan: ESG Initiative of the Year
2024 Global Custodian Leaders in Custody Awards
2024 Global Custodian Leaders in Custody Awards
Fusion by J.P. Morgan: Data Project/Initiative of the Year
2024 Global Custodian Leaders in Custody Awards
2024 Global Custodian Leaders in Custody Awards
Triton EMS: Best Platform Adaptability and Overall Outperformer
2021 Leaders in Trading Awards, The Trade
2021 Leaders in Trading Awards, The Trade
Virtu Analytics:
Reporting and analytics
2020 Aite Group’s Impact Innovation Award in Capital Markets
Reporting and analytics
2020 Aite Group’s Impact Innovation Award in Capital Markets
Publications and Speaking
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+ Women in Data Science: Data Storytelling 2.0
+ Women in Data Science: Intro to Data Visualization
+ The Book of Circles: Visualizing Spheres of Knowledge
+ Adobe Museum of Digital Art Inform: turning data into meaning September 2011
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+ Women in Data Science: Data Storytelling 2.0
+ Women in Data Science: Intro to Data Visualization
+ The Book of Circles: Visualizing Spheres of Knowledge
+ Adobe Museum of Digital Art Inform: turning data into meaning September 2011
Education
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BA (HON) Graphic Design
Central Saint Martins School of Art and Design
September 2007 – June 2010
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BA (HON) Graphic Design
Central Saint Martins School of Art and Design
September 2007 – June 2010
Foundation Studies in Art and Design
London College of Communication
August 2006 – June 2007
London College of Communication
August 2006 – June 2007
Certifications
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AI Prompt Engineering Certificate Program
Chegg Skills
May 2024
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AI Prompt Engineering Certificate Program
Chegg Skills
May 2024
Executive Women in Leadership
Cornell University
February 2024
Cornell University
February 2024
Artificial Intelligence: Implications for Business Strategy Program
MIT Sloan + CSAIL
October 2023
MIT Sloan + CSAIL
October 2023
Women Leadership Training
Fast Forward Group
June 2023
Fast Forward Group
June 2023
Courses
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Introduction to Genetics and Evolution
Duke University
October 2012
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Introduction to Genetics and Evolution
Duke University
October 2012
Presenting Data and Information
Taught by Edward Tufte
June 2012
Taught by Edward Tufte
June 2012
Orientation course in Arts and Design
London College of Communication
June – August 2006
London College of Communication
June – August 2006
Introduction to Advertising
Central Saint Martins School of Art and Design
April – May 2006
Central Saint Martins School of Art and Design
April – May 2006
Languages
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Fluent in English, Portuguese, and Spanish.
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Fluent in English, Portuguese, and Spanish.
Experience
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UX/DX Workstream Lead - Executive Director
JPMorgan Data & Analytics Organization
March 2024 - Present | New York
Drive AI adoption, enhance data and analytics governance, and improve productivity through innovative solutions, focusing on user-centered design and digital transformation.
Key responsibilities:
• Lead cross-functional teams to ensure seamless user experience and data-driven decision-making processes.
• Collaborate with multiple workstreams across the AI|ML lifecycle to design and implement experiences that enhance data use, governance, development, and deployment.
• Drive initiatives to develop new products and improve productivity through AI solutions.
• Engage with customers to gather requirements and ensure products meet their needs.
• Develop a strategic framework to guide design and technology decisions.
• Define and monitor success metrics to continuously improve the product.
JPMorgan Data & Analytics Organization
March 2024 - Present | New York
Drive AI adoption, enhance data and analytics governance, and improve productivity through innovative solutions, focusing on user-centered design and digital transformation.
Key responsibilities:
• Lead cross-functional teams to ensure seamless user experience and data-driven decision-making processes.
• Collaborate with multiple workstreams across the AI|ML lifecycle to design and implement experiences that enhance data use, governance, development, and deployment.
• Drive initiatives to develop new products and improve productivity through AI solutions.
• Engage with customers to gather requirements and ensure products meet their needs.
• Develop a strategic framework to guide design and technology decisions.
• Define and monitor success metrics to continuously improve the product.
Head of User Interface Product - Executive Director
J.P. Morgan Fusion
August 2022 - Present | New York
Responsible for the Fusion digital platform, alongside reporting, analytics, and operational tools used by buy-side customers as well as internal users.
Key responsibilities:
• Engage with existing and prospective customers to understand their requirements and ensure that the products developed are customer-driven.
• Create a product strategy that will be used as a framework to make design and technology decisions.
• Develop and maintain a product roadmap that considers both features and infrastructure requirements.
• Prioritize the delivery and design backlogs ensuring that these align to the roadmap as well as addressing customer demand.
• Partner closely with the user experience and technology leads to provide guidance and validate their solutions.
• Demonstrate the platform and tools to internal stakeholders and customers through the eyes of different personas.
• Define success metrics and continually evaluate these to improve the product.
• Obsess about performance, availability, and security by building these into the strategy and product requirements.
J.P. Morgan Fusion
August 2022 - Present | New York
Responsible for the Fusion digital platform, alongside reporting, analytics, and operational tools used by buy-side customers as well as internal users.
Key responsibilities:
• Engage with existing and prospective customers to understand their requirements and ensure that the products developed are customer-driven.
• Create a product strategy that will be used as a framework to make design and technology decisions.
• Develop and maintain a product roadmap that considers both features and infrastructure requirements.
• Prioritize the delivery and design backlogs ensuring that these align to the roadmap as well as addressing customer demand.
• Partner closely with the user experience and technology leads to provide guidance and validate their solutions.
• Demonstrate the platform and tools to internal stakeholders and customers through the eyes of different personas.
• Define success metrics and continually evaluate these to improve the product.
• Obsess about performance, availability, and security by building these into the strategy and product requirements.
Prior Experience
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Global Head of User Experience and Marketing - Director
Virtu Financial
Jul 2018 – August 2022 | New York
Virtu Financial
Jul 2018 – August 2022 | New York
Global Head of User Experience - Vice President
ITG
May 2017 – June 2018 | London
ITG
May 2017 – June 2018 | London
Lead User Experience Designer - Vice President
JPMorgan
May 2014 – April 2017 | London
JPMorgan
May 2014 – April 2017 | London
Experience Design Lead
UBS
December 2013 – May 2014 | London
UBS
December 2013 – May 2014 | London
Creative Director & Founder
The Creatørs Club
September 2012 – May 2014 | Oslo & London
The Creatørs Club
September 2012 – May 2014 | Oslo & London
User Experience Designer
UBS
September 2010 – March 2012 | London
UBS
September 2010 – March 2012 | London