Manager Management
Resume:
JONATHAN R. WETREICH
Randolph, NJ 07869
www.linkedin.com/in/jonwetreich 973-***-**** ********@*****.***
Profile
Financial professional with proven expertise in risk management, trading, accounting and financial analysis. Experience has been with companies of varied sizes including Fortune 500, and in various industries including asset management, manufacturing, technology, and commodities. MBA from top school.
Professional Experience
FX Hedge Consulting (independent consultant) May 2012 – Present
Provide tailored solutions for corporations to manage foreign exchange risks. Analyze alternative hedge and execution strategies to determine the policies best suited to achieve objectives. Clients are Fortune 500 inclusive.
Brown Brothers Harriman & Company (private bank) 1998 – 2012
VP, Foreign Exchange Consultant (1998 – May 2012)
Advise senior financial management of corporate clients on FX risk management and hedging strategies, including Fortune 500, middle-market and private firms.
Consistently meet client strategic goals including avoidance of negative earnings surprises and providing upside flexibility. Results reviewed/approved by senior management and Boards of Directors.
Design and implement a hedge program of forecasted transactions for a $13B revenue corporation with subsidiaries in 35 countries
Analyze financial implications of unhedged vs. hedged foreign exchange exposures
Recommend hedge strategies for corporate floating interest rate exposures
Execute and monitor performance of outstanding hedge portfolio to increase hedge accuracy and efficiency
FX Strategist (2011)
Author commentary on news and market activity, providing insights and assessing currency implications for clients
Create G10 comparative economic analyses, influencing client views and shaping their investment decisions
Analyze economic trends to determine implications for client exposures
FX Trading Desk Relationship Manager (2007 – 2010)
Responsible for all aspects of pricing FX trades for asset management clients, including from within the world‘s top 10 largest asset managers
Explain drivers and rationales of currency market moves to clients
Implement WM Reuters fix trades for international asset management funds
Price and execute interest rate hedges for corporate clients (swaps and options)
Recommend execution strategies to meet client goals based upon market conditions
AlliedSignal, Inc. (now Honeywell International) 1993 – 1998
Treasury Manager, Foreign Exchange (1996 – 1998)
Senior Treasury Analyst, Foreign Exchange (1994 – 1996)
Trade and manage $8-$10 billion per year of FX spot, forward and options
Consult with senior business unit management to identify and understand FX exposures and recommend appropriate hedging vehicles and strategies; assist
purchasing managers with contract negotiations to manage FX risks and improve pricing
Devise option strategies for corporate net income and revenue hedging programs
Supervise operations of FX/Commodities hedging group
Financial Analyst/Special Projects, Financial Shared Services Group (1993 – 1994)
Financial oversight/reconciliation of 401(k) and Thrift plans with assets over $3 billion
Budget analysis for Financial Shared Services Group
Special projects/teams: develop pre-retirement counseling program for all 85,000
AlliedSignal employees; search for a national site for Financial Shared Services group
Arthur Andersen & Company (big eight accounting firm) 1989 - 1991
Tax Manager
Design strategies to enhance financial position of high net worth individuals, including highly compensated executives and owners of closely held businesses
Provide client consultations in cash flow and income tax planning, investment analysis, estate/life insurance planning and pension planning
Review and prepare individual income tax returns
Lead seminars on estate planning, investments and retirement planning
E.F. Hutton & Company (wealth management firm) 1981 – 1988
Vice President/Manager (1985 – 1988)
Manage professional staff of financial planners
Perform extensive tax planning, investment analysis and cash flow planning. Analyze current asset allocations for clients with net worth over $5 million. Develop comprehensive five-year investment programs, including specific recommendations of appropriate investment vehicles.
Interview senior executives and business owners to evaluate their goals and financial profiles
Education
1993 Columbia Business School
MBA, Finance and Accounting
Beta Gamma Sigma Honor Society, Dean’s List
1980 State University of New York at Albany
BS, Business Administration
Regents Scholarship
Contact this candidate