Enterprise
Tax-Loss Harvesting Experience
Customer and advisor workflow work for identifying tax-loss opportunities and explaining the investment consequences of tax-related portfolio decisions.
Product engineering, workflow design, platform integration 2023-2024 Delivered
Value created
- Helped customers and advisors reason about potential tax-loss opportunities inside broader portfolio decisions.
- Made the workflow more understandable by connecting positions, tax implications, and investment consequences.
- Supported delivery within a financial environment where explanations and guardrails matter.
What I shaped
- Workflow design for identifying opportunities and reviewing tradeoffs.
- Product engineering and platform integration for investment-product experiences.
- Customer-facing clarity around tax-aware investing decisions.