Savvy Wealth
Canvas: AI-Powered Advisor Workstation
→An AI workspace that turns hours of client prep into minutes.
Hi, I'm Monica.
I'm a New York–based design leader by way of California with 10 years of experience helping teams do their best work. I believe great products start with people: investing in them, supporting them, and making space for creativity and rigor to co-exist.
I thrive at the messy intersection of design, product, and engineering — that's where the real magic happens.
Currently leading teams at Savvy Wealth to shape the future of integrated wealth management.
I also care a lot about how teams work.
Selected Work
Drata
Workflow Configuration
→Enabling upmarket expansion through flexible compliance automation.
Drata
Compliance Dashboard Optimization
→Streamlined GRC monitoring — less manual effort, stronger audit outcomes.
CMS
From Shadow IT to System Transparency
→Eliminating shadow IT through transparent, end-to-end governance tooling.
Etsy
Building the Etsy Way
→Shifting a global e-commerce org from feature factories to continuous discovery — and making it stick.