Alaysia Green

Financial professional with nearly three years of experience at JPMorgan Chase, specializing in tax strategy, wealth management, and financial planning. Proven ability to cultivate client relationships and ensure regulatory compliance while delivering comprehensive financial solutions. Expertise in fraud investigation and risk mitigation enhances asset protection and client trust.

• Promoted from Fraud Specialist I to Fraud Specialist II in recognition of strong performance, progression, and initiative in improving processes and client outcomes.
• Resolved high-risk 'bad demand' applications sent to the compliance mailbox, ensuring issues were corrected and business risk was mitigated.
• Audited client applications for procedural and regulatory errors, proactively identifying discrepancies to protect the firm and customers from compliance risks.
• Partnered with Relationship Managers and Operations Managers to resolve escalated applications for affluent and high-value clients, maintaining service excellence.
• Consistently achieved lowest handle times while delivering thorough, accurate solutions that upheld client trust and operational efficiency.
• Earned multiple commendation calls from customers, highlighting strong communication skills and a reputation for leaving a positive, lasting impact.
• Served as a trusted SME (Subject Matter Expert) across multiple initiatives: AHT Coaching, and Global SME Chat.
• Developed multiple fraud analysis and procedural guides adopted by global leadership, strengthening risk prevention and ensuring consistent application of best practices across international teams.

• Tax Certification & Continuing Education, IRS/AFSP Registered Tax Preparer
• Certified Financial Planner (CFP) Candidate, In Progress, 2026