Zankhana Bateman

Zankhana Bateman is a Senior Financial Advisor specializing in tailored financial strategies for corporate executives, business owners, and individuals in the sports and entertainment industries. She is part of a dynamic team at Merrill Lynch Wealth Management, where her focus areas include equity plan compensation, portfolio management, retirement planning, trust and estate services, and concentrated stock strategies. Zankhana works closely with clients to help them plan and manage all aspects of their finances and investments.

Zankhana holds a Bachelor's degree from Brigham Young University and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her past experience includes work as a Research Analyst at Merrill Bateman Associates - Economic Consulting Group, as well as internships with Transamerica and the Stanford University Wharton College Clean Energy Project. She is multilingual, fluent in Spanish, Italian, and English, and participates in professional and community organizations such as the Church of Jesus Christ of Latter-day Saints, BYU, and Habitat for Humanity.

Outside of her professional role, Zankhana values community involvement and leadership, having served as Student Body President at Palo Verde High School and participating in the Italy Milan LDS Mission. She engages in interests including adventure sports, basketball, biking, boating, football, golfing, scuba diving, skiing, volleyball, and spending time with family.