Carmen Wong Man Sum
Product Designer
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www.carmen-wms.com pw: carmenwmsportfoliopw
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Product designer with 5 years of experience designing complex, user-centric B2B and consumer mobile
apps. Led the full redesign of a native mobile wealth management platform (iOS + Android) used by
100K+ users. Passionate about building intuitive mobile-first products that blend technology with
real-life journeys. Currently deepening AI/ML design knowledge through DeepLearning.AI and Hugging
Face. Looking to bring strategic, hands-on design craft to a mission-driven travel company like Fora.
Experience
AI / Automation Tools & Projects (2025)
(Self-Learning)
n8n: Built custom automation flows for calendar reminder
Replit + Cursor: Created lightweight site prototypes and function triggers
ChatGPT / Claude / DeepSeek / Grok: Used to build logic flows, summarize unstructured data, and
ideate AI agents
Canva: Built quick-turn prototypes and client-ready visual decks for fintech and MarTech campaigns
Studioglobal: no code platform
Product Designer - Orion Advisor Technology
July 2019 - Present / Remote
Led end-to-end design for web and mobile financial planning tools used by thousands of advisors
and clients, streamlining complex workflows into intuitive user experiences
Collaborated cross-functionally with product managers, developers, and data teams to translate
manual or fragmented processes into automated, scalable solutions
Built tools like an estate planning flowchart and retirement income chart, focusing on systems
thinking, clean UX logic, and data-driven storytelling
Proactively identified inefficiencies and partnered with engineers to simplify component logic and
reduce repetitive manual tasks across advisor dashboards
Introduced design specs and documentation systems to improve cross-team handoff and reduce
engineering churn
Spearheaded mobile-first redesigns using reusable components, improving accessibility, speed, and
engagement (20%+ increase post-launch)
Actively prototyped self-service tools and decision logic flows to help users simulate and act on
complex financial data.
UI Designer - Advizr (Orion acquired Advizr in July 2019)
May 2019 - July 2019 / New York
Improved navigation efficiency by 40% through a responsive web redesign, increasing overall
user satisfaction by 25%
Delivered mobile-first UI frameworks that supported a wide range of screen sizes and
breakpoints.
New York
Skills
Research
Generative user
interviews, use case
analysis, usability
testing, onboarding
studies, roadmap input
through user insights
Design
Systems thinking,
workflow mapping,
novel UI prototyping,
interaction design,
end-to-end product
flows, visual polish
Platform
Data-driven tools,
automation workflows,
B2B SaaS, web, mobile
(iOS/Android)
Tools
Figma, Adobe Creative
Suite, FigJam
Education
Web Development SheCodes Workshop
2021 / Remote
eginex UX Program
B
2019 / New York
A Advertising Design The Hong Kong
Polytechnic University
B. .
- / Hong Kong
Carmen Wong Man Sum
Product Designer
www.carmen-wms.com pw: carmenwmsportfoliopw
-
-
New York
Experience
Skills
Freelance UX Consultant - Diamond Hedge
Research
Diamond Hedge
November 2019 - August 2020 / New York Remote
G
Redesigned diamond e-commerce flows based on insights from 10+ interviews, contributing to
a 35% increase in revenue, based on feedback and 6 interview
Built 50+ responsive components to ensure design consistency across platforms
WIBO
March 2019 - May 2019 / New York
enerative user
interviews, use case
analysis, usability
testing, onboarding
studies, roadmap input
through user insights
Design
Designed a mobile-first onboarding experience with 55+ screens, improving seller engagement
and completion rates.
Previous Roles
Graphic Designer, Apartnership (2017 - 2019
Art Director, Chinese (Mazda) Food Products Co. HK (2015 - 2017
Creative Intern, Triumph International (2015
Digital Designer, DDB Group Hong Kong (2013 - 2015
Graphic Designer, wowwowtank (2012 - 2013
011 - 2012)
Associate Art Director, Razorfish (2
ystems thinking,
workflow mapping,
novel UI prototyping,
interaction design,
end-to-end product
flows, visual polish
S
Platform
Data-driven tools,
automation workflows,
B2B SaaS, web, mobile
(iOS/Android)
ools
T
F
igma, Adobe Creative
uite, FigJam
S
Education
Web Development SheCodes Workshop
2021 / Remote
Beginex UX Program
2019 / New York
B.A. Advertising Design The Hong Kong
Polytechnic University- / Hong Kong