Zoumana Berte
Executive Director | Banker@ J.P. Morgan Private Bank
Washington DC-Baltimore Area
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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.
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Emails and Phone Numbers

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@ft.newyorklife.com
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About

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.

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Work Experience

Financial Services

2867
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Zoumana Berte's Professional Milestones

  • Vice President (2016-03-01~): Developing and implementing strategic initiatives to drive business growth and achieve key milestones in the organization.
  • Investment Advisor Representative (2009-06-01~2013-01-01): Providing exceptional financial advice and support to clients, enhancing their investment portfolios for long-term financial stability.
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Education

Université Hassan 1er
Université Hassan 1er
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