Jake Steward

Jake Steward began their career as an Apprentice Associate at International Financial Data Services in September 2016. They transitioned to Transact as a Client Services Manager and later became a Client Approval Specialist on secondment. Moving on to Blevins Franks, Jake worked as a Client Services Officer before joining The Private Office as a Senior Client Delivery Associate. With a focus on financial services, Jake pursued various certifications from institutions like the Chartered Insurance Institute and The Chartered Institute for Securities & Investment. Their educational background includes completion of the Investment Operations Certificate and UK Financial Regulations program. Prior to their professional journey, Jake attended The King John School and later The King John Sixth Form.