Charles Stewart
Vice President, Head of Financial & Product Reporting at J P Morgan Global Private Bank @J.P. Morgan
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WORK HISTORY
Vice President, Head of Financial & Product Reporting at J P Morgan Global Private Bank @J.P. Morgan
Plano, TX, US
Led the monthly financial reporting general ledger (GL) and Management Information System (MIS) close process for GPB investment and banking client balances (~$3.2T, as of December 2024) and revenues (~$11.4B, YTD 2024) covering Investment Management, Alternatives, Brokerage, Custody, Trust and Estate, Insurance, Deposits, and Lending products
EDUCATION
Jackson State University
Bachelor of Business Administration, Accounting; Accounting
ABOUT CHARLES STEWART
Head of Financial & Product Reporting, J.P. Morgan Global Private Bank
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