Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic
Geoffrey Barrett

Geoffrey Barrett

Franklin

Summary

Seasoned professional with 24 years of experience in Banking and Capital Markets, emphasizing management and analytics within financial services, covering accounting, loan analysis, bank management, liquidity management, and asset liability management.

Overview

24
24
years of professional experience

Work History

Vice President, Director of Analytics

FHN Financial Portfolio Advisors
Memphis
12.2012 - Current
  • Manager of all analytics within FHNPA, assisting portfolio managers, and their bank and credit union clients balance sheet risk and providing alternate balance sheet management strategies.
  • Responsible of all the analytics in the group.

Banking Services Consultant, Correspondent Services

First Horizon
Memphis
08.2011 - 12.2012
  • Responsible for providing superior customer service to correspondent banks within my assigned territory, resolving customer problems involving other operational areas of First Tennessee, opening new accounts, working with customers with loan questions, and daily fed funds borrowing/investing.

Sr. Client Representative, Commercial Safekeeping

First Horizon
Memphis
04.2009 - 08.2011
  • Responsibilities include executing superior customer service, resolving customer problems, coordinating incoming new accounts, and creating weekly reports submitted to various state treasury departments.

Financial Analyst, Funds Management

First Horizon
Memphis
03.2008 - 04.2009
  • Responsibilities include creating monthly investment portfolio yield report, company and corporation interest rate swaps, monthly commercial loan file for Federal Reserve Bank, back-up for daily bank opportunity rates, daily derivative margin monitoring.
  • Also responsible for the monthly Bank Liquidity Report.

Money Position Analyst, Funds Management

First Horizon
Memphis
12.2005 - 03.2008
  • Maintain Fed Position with Federal Reserve Bank, reconcile general ledgers, accounting system administration, securities system administration, establish daily opportunity rates.

Financial Center Manager, Cason Lane Financial Center

First Horizon
Murfreesboro
07.2002 - 12.2005
  • Loan analysis, communications with all departments of the bank, audit, operations and procedures, administration, problem solving, motivation and time-management.

Credit Analyst, Commercial Banking

First Horizon
Franklin
10.2001 - 07.2002
  • Analyzed the risks and credit worthiness of new commercial loans and renewals.
  • Responsible for creating Credit Approval Documents for Commercial Relationship Managers to present to credit committee.
  • Maintained loan files, and kept up with loan covenants and collateral.

Education

B.S. - Mass Communication, Marketing/Psychology

Middle Tennessee State University
Murfreesboro, TN
08.1999

Skills

  • Data analytics and financial modeling
  • Risk management and regulatory compliance
  • Performance metrics and process improvement
  • Customer relationship management
  • Effective communication and problem solving
  • Time management

Websites

Timeline

Vice President, Director of Analytics

FHN Financial Portfolio Advisors
12.2012 - Current

Banking Services Consultant, Correspondent Services

First Horizon
08.2011 - 12.2012

Sr. Client Representative, Commercial Safekeeping

First Horizon
04.2009 - 08.2011

Financial Analyst, Funds Management

First Horizon
03.2008 - 04.2009

Money Position Analyst, Funds Management

First Horizon
12.2005 - 03.2008

Financial Center Manager, Cason Lane Financial Center

First Horizon
07.2002 - 12.2005

Credit Analyst, Commercial Banking

First Horizon
10.2001 - 07.2002

B.S. - Mass Communication, Marketing/Psychology

Middle Tennessee State University

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Geoffrey Barrett