About

Carlos Rodriguez during a card sorting session
Currently SVP, Lead Product Designer at BNY

I'm a product designer who specializes in financial platforms and real-time trading applications. Most of my work lives in regulated, data-dense environments where design decisions carry real consequences, across finance, healthcare, and travel.

At BNY I drive product design for Global Clearing, which clears $25T+ in notional value every day across 100+ markets. My current focus is bringing AI into clearing workflows in a way operators trust. I built an AI-readable version of BNY's design standards so Eliza, the bank's enterprise AI platform, generates on-brand applications, and I lead the enablement program that brings those standards to Design, Product, Engineering, and Operations teams. Before BNY I was Lead Product Designer at Adaptive Financial Consulting, designing trading platforms for firms including PIMCO, Barclays, Bank of America, and MTS Markets. Earlier work includes Capital One, Novus Partners, Priceline, Kaiser Permanente, and Deloitte Digital.

My work spans UX strategy, design systems, interactive prototyping, and end-to-end product delivery, from discovery workshops through validated, shipped software.

Core Expertise

  • AI Product Design & Enablement
  • Real-Time Trading & Financial UI
  • Workflow-Driven Design Methodology
  • Design Systems & Component Libraries
  • UX Strategy for Data-Dense Platforms
  • Interactive Prototyping & Validation
  • Stakeholder Workshop Facilitation
  • Cross-Functional Collaboration

Industries

  • Investment Banking & Capital Markets
  • Asset Management & Fixed Income
  • FinTech & Trading Platforms
  • Healthcare & Digital Health
  • Travel & Hospitality
  • Retail & E-commerce

Published Writing

Why Workflow-Driven Design is Necessary in Financial Technology

Adaptive Financial Consulting · 2020

Case Studies

Client Feedback

“No surprises. Adaptive delivered exactly what we discussed, largely bug free, with design exactly like the mockups.”

MTS Markets (London Stock Exchange Group), on the BondsPro platform redesign

Recognitions

  • Yahoo! News App of the Week, Appolicious.com (2012)
  • Today's Best Apps, AppAdvice.com (2012)
  • Every Body Walk! 'New and Noteworthy', Apple App Store (2012)
  • Every Body Walk!, Silver, Web Health Mobile Awards (2012)

Beyond Work

Triathlete

Marathoner

Private Pilot

Licensed

Bilingual

English / Spanish