Goy Roque

Senior Executive Assistant and Operations Partner with 8+ years of experience supporting Executive and Managing Directors within global financial services. Expert in navigating multi-million-dollar portfolios across North America, EMEA, and APAC. A recognized Delegated AI Innovator, specializing in deploying LLM frameworks to automate executive workflows, financial controls, and large-scale operational transitions.

Senior Executive Assistant (Promoted Sep 2025) at JPMorgan Chase & Co. (2025-09 – 2026-04)

Orchestrated end-to-end executive operations for 13 Executive Directors within Client Onboarding Services, supporting portfolios ranging from base-income to multi-million-dollar institutional clients.

• AI Leadership & Automation: Served as "Delegated Innovator," spearheading AI tutorials (prompt engineering, data feeding, hallucination management) and implementing Copilot/Gemini workflows to automate executive comms and meeting governance.
• Operational Execution: Optimized 17+ weekly board, BURS, and leadership forums across 5 time zones, applying ground-admin best practices to eliminate recurring coordination errors.
• Financial Gatekeeping: Directed USD, ARS, and PHP budgets totaling ~$30K/month per Director and a ₱2.8M PHP cost center; produced monthly and YTD financial control reports.
• Executive Onboarding: Led LOB-wide executive onboarding for 20+ leaders per month, delivering Concur, Zoom, and internal systems training so new hires are fully operational from day one.
• Talent Coordination: Partnered with recruitment and hiring managers to streamline interview logistics for a high-volume, ramping department; managed end-to-end loops and synchronized candidate pipelines across multiple stakeholder calendars.

Executive Assistant at JPMorgan Chase & Co. (2023-02 – 2025-09)

• Project Nexus (Site Decommissioning): Acted as Working-Group Lead for the decommissioning of two vendor sites and the seamless facility consolidation of an 8,500+ employee workforce.
• Employee Engagement Strategy: Designed and executed a leadership-driven communication framework across a 15,000-employee business unit. Accelerated Employee Opinion Survey (EOS) scores from 84% to 93% in 9 months.

Fraud Specialist I at JPMorgan Chase & Co. (2022-04 – 2023-02)

Managed fraud investigations and KYC verification for business and consumer banking clients.

Customer Care Professional (Platinum & Business Accounts) at American Express (2021-04 – 2022-12)

• Provided premium concierge support for Platinum cardholders, ranking in the top 10% for performance.
• Appointed as Line-of-Business POC for engagement and value-generation initiatives.

Customer Care Professional (Fraud & KYC) at Concentrix – San Lazaro (2018-09 – 2021-04)

Managed 80–120 financial client interactions daily.

• Authored internal guides and FAQs that improved agent readiness and response times.

Bachelor of Science in Psychology – Far Eastern University