Jeffrey Freeman is a seasoned financial professional with extensive experience in operations, fraud analysis, and client advisory roles. Currently serving as a Senior KYC Analyst at Upgrade, Inc. since June 2022, Jeffrey has previously held positions including Senior Fraud Analyst at AML RightSource and Operations Analyst at J.P. Morgan. Jeffrey's career also includes roles as an Investment Advisor Representative at Sterling Investment and a Financial Advisor at the University of Phoenix. With foundational experience as a Personal Banker at Desert Schools Federal Credit Union and an Operations Specialist at Charles Schwab, Jeffrey began the career journey at Bank of America as a Senior Teller. Educationally, Jeffrey holds a Master of Business Administration from Ashford University and a Bachelor of Science in Finance from the W. P. Carey School of Business at Arizona State University.
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