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Yashas Mohana

@yashasmohana

Product Designer at Charles Schwab who redesigned account-funding flows, increasing completed funding journeys by 14%.

United States
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At Charles Schwab, I analyzed customer research, behavioral analytics, and usability findings to improve complex financial workflows. My redesign of account-funding decision flows increased completed funding journeys by 14% while maintaining required financial disclosures.

At Mphasis, I translated enterprise requirements into workflow designs and interaction models, reducing median latency by 180ms. In my projects, I’ve designed AI financial and enterprise experiences, including interaction states for agent planning, human approval, failure recovery, and auditability.

Experience

Work history, roles, and key accomplishments

Charles Schwab logoCS
Current

Product Designer

Charles Schwab

Jul 2025 - Present (1 year 4 months)

Analyzed customer research and behavioral analytics to improve financial workflows, reducing task-completion time by 31% and increasing completed funding journeys by 14%. Conducted 42 customer interviews and developed reusable interaction patterns across 7 financial workflows.

Education

Degrees, certifications, and relevant coursework

DePaul University logoDU

DePaul University

Master of Science, Human-Computer Interaction

2023 - 2025

Pursuing a Master of Science in Human-Computer Interaction with coursework in user research, interaction design, and human-AI interaction.

RA

RNS School of Architecture

Bachelor of Architecture, Architecture

2017 - 2022

Completed a Bachelor of Architecture with coursework in structural modularity, spatial systems thinking, and human-environment ergonomics.

Microsoft Learn logoML

Microsoft Learn

Microsoft Applied Skills, Artificial Intelligence

Earned Microsoft Applied Skills certification in Responsible AI.

Microsoft Learn logoML

Microsoft Learn

Microsoft Learn, Artificial Intelligence

Completed Microsoft Learn training on Generative AI and Agents.

Microsoft Learn logoML

Microsoft Learn

Microsoft Learn, Artificial Intelligence

Completed Microsoft Learn training on Responsible AI Security, Governance, Risk, and Compliance.

Microsoft Learn logoML

Microsoft Learn

Microsoft Learn, Artificial Intelligence

Completed Microsoft Learn training on AI Strategy and Business Value.

Google logoGO

Google

Google UX Design Certificate, UX Design

Earned the Google UX Design Certificate.

Tech stack

Software and tools used professionally

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