This is Carlos.

T. Rowe Price

Undertaking a Digital Transformation

T. Rowe Price has been a leader in financial services since 1937, but found themselves behind the competition when it came to digital. As the firm began prioritizing digital over brick-and-mortar operations, I joined their Customer Experience team to help optimize some existing web products and project manage the beta release of a new site for Financial Intermediaries.


User Experience

After platform reviews, we eliminated outdated elements like image carousels and expansive drop-down menus. We achieved a more personalized experience, building watch lists and recommendations features on top of existing subscription functionality.


Project Management

Proposing changes at a firm with over 5,000 employees creates inevitable ripple effects. To remain organized and create transparency, I worked alongside designers, engineers, and business analysts on a daily basis to maintain a product roadmap for senior management.