Connor Barth Email & Phone Number

Minneapolis, Minnesota, United States

• Managed the direct & operating credit exposures and ad hoc credit needs of my personal portfolio consisting of ~80 U.S.-based depository institutions which included some of the most prominent U.S. institutions and.
• Analyzed and underwrote a portfolio of ~80 U.S.-based depository institutions' financial performance to determine whether the institutions satisfied Wells Fargo's minimum credit standards for asset quality.
• Analyzed and underwrote a portfolio of ~80 U.S.-based depository institutions' financial performance to determine whether the institutions satisfied Wells Fargo's minimum credit standards for asset quality.
• Lead quarterly portfolio reviews in which customers under my coverage are reviewed and discussed amongst senior leadership.
• Monitored ongoing credit, operational and compliance risk, including BSA/ AML compliance, through disciplined decision-making and underwriting analysis that resulted in sound risk/return recommendations and credit.
• Partnered with our relationship team in focused account planning to build tailored relationship strategies within my portfolio to fulfill clients financing and capital markets requirements.

Minneapolis, Minnesota, United States

• Partnered with directors and VPs to provide interest rate and credit risk management consultation to$500MM - $10B depository institutions.
• Conducted full balance sheet valuations and determination of goodwill in the assistance of M&A advisory.
• Extensive use of cash flow models to estimate the fair value of illiquid financial instruments including mortgage servicing rights, whole loan portfolios, and trust preferred securities.
• Performed asset liability management, including… Show more
• Performed asset liability management, including quarterly measurement and reporting, capital stress testing and concentration risk analysis.
• Researched, analyzed, and organized historical data to provide inputs for financial models along with contributing to the updating and rebuilding of the internal master cash flow engine. Show less

Greater Minneapolis-St. Paul Area

• Helped my clients create a goal-oriented plan through protection, savings, and investments.
• Completed a 6-week sales training course
• Used prospecting and sales skills to build a client base
• Personally responsible for providing and managing all client services and accounts.