Jay Charles

Jay Charles has over 10 years of experience in various roles within the financial services industry. Jay is currently the Director of Annuity Products at Luma Financial Technologies, where they lead strategic initiatives to expand the company's annuity offerings and distribution. Prior to this role, Jay worked as the Vice President of Strategic Initiatives at Prudential Financial, where they were responsible for driving key initiatives from 2017 to 2020. Jay also served as the Vice President of Commercial Banking Strategy at JPMorgan Chase & Co. from 2014 to 2017. Jay began their career at McKinsey & Company as an Associate, specializing in marketing strategy for clients in the financial services and technology, media, and telecom industries. Jay also worked as a Senior Client Services Manager at Kantar Retail from 2007 to 2010.

Jay Charles completed their Bachelor of Science degree in Engineering from Swarthmore College, attending from 2003 to 2007. Jay then pursued further education and obtained an MBA degree in Business Administration from Harvard Business School, where they studied from 2010 to 2012.