Executive Collaboration
Framework
Over 4 years at ACY Securities, I evolved from Product Designer to trusted advisor collaborating directly with C-suite and VP-level leadership across Strategy, Finance, Operations, Product, and Marketing.
Evidence available under NDA: Detailed documentation of executive collaborations, internal communications, and strategic materials available for in-person review during interview process.
Confidentiality & Professional Ethics
Out of respect for ACY Securities' confidentiality and professional ethics, I do not publicly display internal communications, executive feedback, or strategic materials in my portfolio.
However, I maintain comprehensive documentation of my executive collaborations, which I'm prepared to share under NDA during the interview process. This includes:
- Redacted internal communications demonstrating C-suite collaboration
- Project timelines showing multi-executive stakeholder coordination
- Strategic materials I contributed to (with sensitive data removed)
- Public records of recognition (where available and appropriate)
- Mutual NDA execution between interviewing company and myself
- Screen-sharing session where I walk through redacted evidence
- Reference checks with ACY Securities leadership (with their consent)
- LinkedIn verification of executive profiles and public company announcements
This three-layer verification approach protects ACY's confidential information while allowing hiring managers to validate my claims through proper professional channels.
Cross-Functional Executive Partnership
Below is what I can share publicly about my executive collaborations—without violating confidentiality agreements or professional ethics.
Strategic Leadership
- CEO: Contributed design work for strategic investor presentations and Series A materials
- CFO: Collaborated on financial data visualization for executive reporting
- COO: Supported operational design standards and brand quality initiatives
Product & Marketing Leadership
- Head of Product: Partnered on product strategy and design system governance
- Head of Marketing (Global): Contributed to brand refresh and global rollout strategy
- Managing Director: Designed executive event materials and presentations
Key Insight: This breadth of executive collaboration (spanning 6 C-suite/VP-level leaders across Strategy, Finance, Operations, Product, and Marketing) is uncommon for mid-level designers. It demonstrates I've earned trust at the highest organizational levels—a critical skill for designing products that serve UHNW clients in private banking environments.
Publicly Verifiable Evidence (No NDA Required)
The following can be verified through public channels during interview process:
- Awwwards Nomination: Public recognition for ACY.com design work →
- Executive LinkedIn Profiles: CEO, CFO, COO, Head of Product, Head of Marketing profiles are publicly visible and confirm their roles at ACY Securities
- Company Scale: ACY Securities publicly states "100K+ active traders" in marketing materials, validating platform scope I designed for
- Design System Impact: Live platforms (acy.com, finlogix.com, tradingcup.com, acyconnect.com) demonstrate unified design language across 5 product lines
Why Multi-Executive Collaboration Matters for JP Morgan Private Bank
Private banking serves UHNW clients ($10M+ AUM) who interact with multiple specialists: relationship managers (strategy), wealth advisors (finance), investment counselors (portfolio), and estate planners (operations).
My experience earning trust across CEO/CFO/COO/VP Product/VP Marketing proves I can design for complex stakeholder ecosystems where:
- Each stakeholder has veto power — CFO can reject financial visualizations, Legal can block compliance UI, Marketing controls brand standards
- Cross-functional alignment is mission-critical — Marketing wants brand consistency, Product wants conversion optimization, Legal wants regulatory disclosure
- Public-facing quality reflects institutional reputation — Errors destroy trust permanently. UHNW clients expect the same precision I delivered to C-suite executives
- Confidentiality is paramount — Just as I protect ACY's internal communications, I understand the absolute necessity of protecting UHNW client data in private banking
Bottom Line: When JP Morgan's Private Bank relationship managers serve UHNW clients, they expect designers who understand executive-level expectations. My track record of C-suite collaboration—verified through proper professional channels—proves I can deliver institutional-grade design quality under the highest scrutiny, while maintaining absolute confidentiality.
What This Framework Demonstrates
I prioritize protecting employer confidentiality over showcasing internal communications in my portfolio—the same standard UHNW clients expect from JP Morgan.
My evidence is available through professional verification (NDA + screen-sharing + reference checks), not through public display that would violate trust.
Collaborating with 6 C-suite/VP-level executives required earning their trust through consistent delivery of zero-error, institutional-grade work—the same standard I bring to every engagement.
For Hiring Managers: Evidence Verification Process
I understand that claims of C-suite collaboration require verification. Here's how we can validate this experience through proper professional channels:
After mutual NDA execution, I can screen-share redacted evidence (communications, project timelines, strategic materials) during interview. Sensitive financial data and personal information removed, but collaboration patterns clearly visible.
With appropriate notice and consent, I can facilitate reference checks with ACY executives who can verify my contributions and collaboration scope (subject to their availability and comfort level).
Cross-reference executive LinkedIn profiles, Awwwards public nomination, and company marketing materials that validate platform scale and my design role.
Contact me to discuss verification approach: ed@edwson.com