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.
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.
Charlotte,North Carolina,United States
We’d love to stay connected with you! Please follow our Truist company page and unfollow this page which is no longer active. BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more. With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
San Francisco,California,United States
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
For over 175 years, we've been helping people put love into action. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. We invite you to bring your talents here, so we can continue the good to help families and businesses “Be Good at Life.” New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity Read our disclaimers: http://nyl.co/socialmedia
High Net Worth Individuals
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
Zoumana Berte's colleagues are
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