Tell me more about Zoumana Berte?
Zoumana Berte is an Executive Director and Banker at J.P. Morgan Private Bank with 14.4 years of experience in wealth management, investments, finance, and high net worth individuals. She works with a diverse range of affluent individuals and families, including government contractors, tech founders, CEOs of Fortune 500 companies, and business owners. Zoumana understands the importance of client relationships and connects with a personal level to learn and connect with them. She is a facilitator, bringing together her clients' advisory teams for a synergistic idea exchange. Zoumana's expertise extends to the commercial, investment, and other lines of business.
For inquiries about Phone Number and Email, please click here Unlock Contact
As an Executive Director and Banker at J.P. Morgan Private Bank, I work with a diverse mix of affluent individuals and family offices, including government contractors, tech founders, CEOs of Fortune 500 companies and business owners who have sold their enterprises. I serve as a powerful advocate to help them navigate the sophisticated financial decisions often accompanying complex balance sheets. As an entrepreneur myself, I understand that clients are driven by their values, and I connect on a personal level to learn what is most important to them—family, business, philanthropy, their legacies. I am thoughtful in my approach, tapping specialist resources to present strategies for diversification, pre-transaction planning, lending and more. By acting as a facilitator, I bring together my clients’ advisory teams for an open exchange of synergistic ideas. I understand that individuals seek connectivity across the firm, and I provide access to the Commercial Bank, Investment Bank and other lines of business.
...See MoreFinancial Services
Wealth Management
Investments
Finance
High Net Worth Individuals
Financial Services
Portfolio Management
Risk Management
Financial Analysis
Financial Planning
Loans
Banking
Securities
Financial Modeling
Retirement Planning
Asset Management
Fixed Income
Mutual Funds
Equities
Financial Risk
Mortgage Lending
Tomas Pierucci
head of tech vertical group at jp morgan | founder | advisor & mentor
Frances Ha
Product Manager | Product Owner
Esha Patel
kyc product owner at j p morgan international private bank
Peishan Chen
project manager | lean six sigma practitioner | scrum master & product owner | 15+ years banking experience
Andrea Ceballos
product owner at j p morgan private bank
We found 5 Zoumana Berte's email addresses
We found 1 Zoumana Berte's phone numbers
Zoumana Berte works for J.P. Morgan Private Bank
Zoumana Berte's role in J.P. Morgan Private Bank is Executive Director | Banker
Zoumana Berte works in the industry of Financial Services
Zoumana Berte's colleagues are Tomas Pierucci,Frances Ha,Esha Patel
Zoumana Berte's latest job experience is Executive Director | Banker at J.P. Morgan Private Bank
Zoumana Berte's latest education in Université Hassan 1er
Personal & Professional Emails
Personal & Professional Emails