Steve Barton MBA in

Steve Barton MBA

Activist · DISC type Cd
Advisory Board Member at Zorro Fi
📍 Minneapolis, Minnesota, United States

Steve is a senior finance executive with over 20 years of experience in private equity and investment banking, having originated over $5B in transactions. He serves as Senior Vice President at US Capital, is a Board Director at Unity Bank, and an Advisory Board Member for the AI firm Zorro Fi. He holds an Executive MBA.

Outside of his executive roles, Steve is committed to mentoring the next generation of finance professionals, demonstrated by his guest speaking engagements at his alma mater, Winona State University. He actively participates in industry events to connect with peers and discuss emerging trends.

He uniquely operates on both sides of finance: originating large-scale investment deals while also chairing a commercial banks loan committee, overseeing credit policy and risk.

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Experience
1 Years
Current Role
Advisory Board Member
Job Level
Leadership
Location
Minneapolis, Minnesota, United States
Personality Overview

How Steve shows up

Meticulous
Perfectionist
Value Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact. They respond well to confident salespeople.

Priorities

Topics Steve cares about

Capital Raising
His career is centered on capital raising and strategic advisory for lower middle-market companies, with a personal track record of originating over $5 billion in debt and equity opportunities.
AI in Banking
Serves on the advisory board for Zorro Fi, an AI firm automating commercial bank operations, and shares content on AI's role in detecting financial fraud.
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Career

Work history

11-2024
Advisory Board Member
Zorro Fi
Board Of Directors / Chair, Directors Loan Committee
Unity Bank
Senior Vice President / Series 82 Licensed Investment Banker
US Capital
Director, Investor
Brightwood Capital
Director
BMO Wealth Management - U.S.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
3-2023 - 3-2024
Executive MBA
Quantic School of Business and Technology
1983 - 1987
Bachelor of Science (B.S.)
Winona State University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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