Patrick Bonanno
Villanova University
Tell me more about Patrick Bonanno?
Patrick Bonanno is an Executive Director and Banker at J.P. Morgan Private Bank, specializing in providing guidance to successful business owners, entrepreneurs, and executives in the wealth management journeys. With over 13 years of experience, he is dedicated to delivering a high-touch approach to handling sophisticated needs. Patrick's holistic style ensures that clients' values and priorities are reflected in their banking, lending, and investing strategies. He is skilled in pre-transaction planning, particularly in tax-aware approaches, wealth transfer, and charitable desires.
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About
As an Executive Director and Banker at J.P. Morgan Private Bank, I advise successful business owners, entrepreneurs and executives across Greater Florida who seek a trusted partner and sounding board to guide them through their wealth management journeys. I act as a dedicated point of access to the intellectual strengths and global resources of the firm, delivering a high-touch approach to handling the full range of their sophisticated needs.Having grown up in an entrepreneurial family, I have borne witness to the tremendous impact that long-term planning—or a lack thereof—can have on a family’s future. I listen closely to what each individual hopes to accomplish, helping them focus on the big picture and craft a path forward that will help safeguard their legacy for future generations. My holistic style ensures that each client’s values and priorities are reflected in their banking, lending and investing strategies. Throughout my decade-plus career, I have developed a reputation as a disciplined strategist, one who can craft appropriate asset allocations and investment portfolios that are customized to specific goals. I am especially skilled with pre-transaction planning that is mindful of tax-aware approaches, wealth transfer and charitable desires.
...See MoreWork Experience
Executive Director | Banker
Financial Services
Patrick Bonanno's Professional Milestones
- Vice President (2019-09-01~2023-01-01): Driving strategic initiatives and fostering business growth to propel organizational growth and achieve operational excellence.
- Regional Vice President (2014-11-01~2019-09-01): Driving regional growth through strategic planning and effective leadership.
Education
Master Of Business Administration,
Masters
2016-2018Certification
Colleagues
Reza Rizky
Owner di J.P. Morgan
Tia Hines
Business Owner
Stuart Raynes
Strategic Client Relationship Management | Sales Strategies | Cross-Process Skilled Advisor | Capital Markets | Leading Strategic Relationships In Asset Management | Wealth And Asset Owner Sector
Dario Keenan
Company Owner
Other Named Patrick Bonanno
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Patrick Bonanno works for J.P. Morgan
Patrick Bonanno's role in J.P. Morgan is Executive Director | Banker
Patrick Bonanno works in the industry of Financial Services
Patrick Bonanno's colleagues are Reza Rizky,Tia Hines,Stuart Raynes
Patrick Bonanno's latest job experience is Executive Director | Banker at J.P. Morgan
Patrick Bonanno's latest education in Villanova University