Zoumana Berte

Washington DC-Baltimore Area
View Zoumana Berte's Email View Zoumana Berte's Email & Phone
J.P. Morgan Private Bank

Université Hassan 1er

Zoumana Berte

Washington DC-Baltimore Area
View Zoumana Berte's Email View Zoumana Berte's Email & Phone
J.P. Morgan Private Bank

Université Hassan 1er

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.

Short Summary

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.

Professional Milestone

  • 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.
  • Private Banker (2013-01-01~2016-03-01): Secured major investments, ensuring the stability and independence of the firm's assets.
  • Director (2021-03-01~2023-05-01): Enhanced company operations and achieved record-breaking revenue growth through strategic leadership and effective team management.
  • Senior Vice President (2016-03-01~2021-03-01): Increased operational efficiency, driving substantial revenue growth and market expansion.
  • Executive Director | Banker (2023-05-01~): Successfully executed complex bank administration processes, driving efficiency and ensuring accurate financial transactions.

Contact info

Research Contact
Research Contact

Work Experience

Financial Services

2867
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Education

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Skill

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

Certification

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Frequently asked questions

What is Zoumana Berte's email address?

We found 5 Zoumana Berte's email addresses

What is Zoumana Berte's phone numbers?

We found 1 Zoumana Berte's phone numbers

Which social media profiles does Zoumana Berte have?

Zoumana Berte's social media include: Linkedin, Facebook, 

What company does Zoumana Berte work for?

Zoumana Berte works for J.P. Morgan Private Bank

What is Zoumana Berte's role in J.P. Morgan Private Bank?

Zoumana Berte's role in J.P. Morgan Private Bank is Executive Director | Banker

Which industry does Zoumana Berte work in?
Zoumana Berte works in the industry of Financial Services
Financial Services

Who are Zoumana Berte's colleagues?
Zoumana Berte's colleagues are Tomas Pierucci,Frances Ha,Peishan Chen
Tomas Pierucci,
Frances Ha,
Peishan Chen

What is Zoumana Berte's latest job experience?

Zoumana Berte's latest job experience is Executive Director | Banker at J.P. Morgan Private Bank

What is Zoumana Berte's latest education?

Zoumana Berte's latest education in Université Hassan 1er

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