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John M. Wetherhold

International Financial Consultant

Advisor and Trainer Specializing in:
Pension Reform - Insurance - Public Debt Management - Capital Markets


Contact Information

13 West 13th Street, #4bs
New York, NY 10011 USA
Telephone: 212-924-9764

zixu@yahoo.com

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Key Areas of Expertise
  • Pension Reform
  • Pension Company Management
  • Pension Regulation and oversight including enforcement
  • Asset Management
  • Mortgage securities creation and ABS securities
  • Insurance regulation and insurance on and off site inspections
  • Insurance asset management
  • Contingent liabilities
  • Training in Capital Markets Topics
  • Central Government Debt Management
  • National debt liability management
  • Debt issuance and auctions
  • Corporate Bond Markets and all private debt instruments

Summary of Qualifications

Mr. Wetherhold is a Chartered Financial Analyst with over 30 years of private and public sector experience in public debt management, capital markets, insurance, bank training, and pension reform. He has worked for major insurance companies and investment houses, such as American Re-Insurance, Guardian Life Insurance, Dean Witter, and Brown Brothers Harriman. More recently, Mr. Wetherhold has served as Resident Advisor in Public Debt Management for governments in Eastern Europe and Southeast Asia through the U.S. Treasury Department, World Bank and USAID. Mr. Wetherhold's international experience extends to Bulgaria, Lithuania, Hungary, Sri Lanka, Latvia, and Albania, and Macedonia.

Mr. Wetherhold has had broad experience in economic development work in the financial sector and in capacity building for USAID, the ADB, and the United States Treasury Department. In Albania, he had as one mission the promotion of investment in public and private securities in the Republic. He has worked with the State Pension Supervision in Hungary as an investment advisor and more recently for the Bulgarian Capital Markets Project where he helped introduce mortgage backed securities to the Bulgarian capital markets. Most of his assignments have involved working closely with senior government officials as well as private industry leaders as counterparts. Effective communication with counterparts and potential private partners has been very important in his work. Mr. Wetherhold has a special interest in pension reform because of its close link to capital markets development. He is currently engaged on planning a major pension reform project in southeast Asia.


Education

MBA, Wharton School of Finance and Commerce, University of Pennsylvania, Philadelphia, PA, 1969, Joseph Wharton Fellow.

BA, Political Science, University of Pennsylvania, Philadelphia, PA, 1966.


Employment History

Independent International Financial Consultant, 1996-Present

Has carried out wide range of senior level financial consulting assignments in Eastern Europe and Asia under international assistance programs. Services have included advisory work, planning, and implementation in areas including public debt management, debt tracking, investment analysis, and credit related services for bank and non-bank financial institutions. Has worked on projects funded by USAID and the World Bank in countries including Bulgaria, Lithuania, Hungary, Sri Lanka, Ukraine, and Uzbekistan. Assignments include:
  • Local Government Finance and Budget  Reform Project, Training in local government financial reporting and debt management, Asian Development Bank in the Philippines,Jtay Consulting (PPY. Singapore) May, November  2006. 
  • Insurance and pension fund assessment for the project Financial Infrastructure Development, Asian Development Bank, in Uzbekistan, Enterplan LLP, February-March 2006.
  • Securities Management in a Bank Context, training course for Bank Examiners, World Bank Project in the Ukraine, Bankworld, Inc. September 2004
  • Pension Reform Strategy Development, Insurance Industry Regulation, ADB Project in Sri Lanka PWC Inc. May-August 2004
  • Public Expenditure Management Assessment, team member, USAID project in Macedonia, Development Associates March 2004
  • Privatization Advisor, USAID project to value the State Accumulation Phase Pension Plan in Kazakhstan, Pragma Corp. December 2003
  • Team Leader, Assessment of Financial Sector Initiatives project and Banking Supervision Projects in Kazakhstan and Kyrgyz Republic, Checchi & Co. January-March 2003
  • Financial Sector Advisor, various financial sector proposals, for DFID First Project, June 2002-Present
  • Debt Market Analyst, ADB SEC project in Philippines, PWC Inc. January 2001
  • Capital Markets consultant, Market Development project for USAID in Bulgaria, MultiNational Strategies Inc. September - November 2001
  • Team Leader, Primary Dealer Surveillance project, World Bank project in Sri Lanka, Chemonics, January - March 2000
  • Treasury Department Consultant, USAID capacity building project in Lithuania, Hannon International, December 2000 - June 2001
  • External Debt Management system consultant, US Treasury Debt Management IET in Latvia, October 1998
  • Pension Regulatory Consultant, US Treasury program in Hungary, November 1998 - June 1999
  • Resident Advisor to Debt Directorate, US Treasury Department in Albania, May - September 1998
  • Moskowitz Capital Consulting, Inc., Financial Consultant, Palm Beach, FL, 1997-1998

Brown Brothers Harriman & Company, Deputy Manager - Insurance Investments
New York, NY, 1987-1996

NSR Asset Management Corporation, Vice President - Portfolio Management/Fixed Income
New York, NY, 1983-1987

Guardian Life Insurance Company, Treasurer/Vice President - Fixed Income
New York, NY, 1980-1983

American Re-Insurance Company, Manager - Taxable Domestic/Foreign Bonds
New York, NY, 1978-1980

Fidelity Union Trust Company, Bond Manager/2nd Vice President
Newark, NJ, 1976-1978

Dean Witter and Company, Inc., Corporate Bond Trader/Internal Syndicate Associate
New York, NY, 1969-1976

 

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