Andrew Wethern Email & Phone Number

Stamford, Ct, Us

Mount Laurel, Nj, Us

Assumed control of downturned enterprise, enacting 90-day plan to overhaul operations. Continued redesign efforts as COVID sent workforce to remote working status. Championed leadership and oversight for continuous pipeline (500-plus on any given day) of mortgage clients with loan values ranging from $30,000 to $750,000. Presided over origination of loans while working cross-collaboratively with senior-level credit officers on complex loan applications. Educated and coached customers on variety of loan products and available credit options to promote valuable decision-making. Negotiated terms of mortgage loans and qualified prospective borrowers into conforming loan products. Finalized loan origination process, including ordering credit reports, appraisals, and preliminary title reports.• Strategized ways to exceed customer expectations by finding creative solutions to problems.• Enlarged overall team footprint from 11 to 50-plus specialists within eight months. Governed additional 8 setup team members within U.S. as well as 30-plus team members offshore.• Executed and expedited collection of all documentation, verifications, and application submittals to underwriting.• Authored and deployed innovative strategies while instituting plans to achieve ambitious operational objectives.• Increased team throughput from 299 qualifications in January to 499 in February to 1,000-plus in March. • Overhauled entire loan process, moving from chasing documents to up-front processing.• Fostered further refinements in processes and additional duties while continuing with keeping up with exceptional demand in 2021, moving most loans ever in single month (1,603).• Contributed to promotions of 20-plus staff to new positions.

Mount Laurel, Nj, Us

Championed the leadership and oversight of a continuous pipeline (500+ on any given day) of mortgage clients with Loan Values ranging from $30K to $750K.• Presided over the origination of loans while working cross collaboratively with senior￾level credit officers on complex loan applications.• Enlarged the overall team footprint from 11 to over 50 Specialists within 8 months.• Governed an additional 8 Setup Team members within the US along with 30+ team members offshore.• Executed and expedited the collection of all documentation, verifications, and application submittals to Underwriting.• Authored and deployed innovative strategies while instituting plans to achieve ambitious operational objectives.

Mount Laurel, Nj, Us

*Entire West Palm Beach office of Asset Strategy Consultants joined Shepherd Kaplan LLC on November 1, 2015, and was spun out of Shepherd Kaplan in October 2017.Managed all aspects of client interaction, including presenting at quarterly investment committee meetings and handling client requests between meetings. Led and managed production of client deliverables, including quarterly investment reports on proprietary reporting system, quarterly market updates, asset allocation presentations, portfolio rebalances, manager search books, and RFP responses. Created and delivered white papers, client education pieces, and client memorandums. Led manager research and due diligence for West Palm Beach office clients. Achieved expertise in ESG investing protocols as well as SRI methodologies, including negative screening, positive screening, and impact investing and how to deploy across all asset classes. Led launch of multiple investment strategies/products with investment management firms, including genesis of three mutual funds. Tapped as regular speaker at multiple institutional investor conference series. Worked with clients ranging from $2.5 million in assets to $1 billion (largest client). Conduced investment research, reporting, recommendations, and delivery for all clients to investment committees and boards of directors. Fostered decisions regarding investment strategies, asset allocation, and manager selection.• Increased office AUM by $700 million during my employment.• Oversaw key decisions regarding investment strategy, asset allocation, and manager selection, producing top-decile portfolios for clients over spans of five, three, and one year(s).• Assisted clients in beating performances of Harvard, Yale, and every other metric for all periods from 2013-2018.• Pinpointed concerns and areas requiring improvement while simultaneously establishing processes to remedy concerns.

London, England, Gb

Project Management, Scope/Schedule/Budget accountability and responsibility for all Facilities/Plant projects on the site.• Project Owner of the $55M Facility Expansion Project – design and construction of 300,000 sq feet of production space, with the potential for LEED certification. Project ultimately reached 90% complete before canceled by leadership and later demolished as operations wound down at site.• Responsible for the relocation of 50 office workers from a satellite site back to the main campus.• Manage all capital projects involving the existing physical plant and utilities, coordinating with the Facility Engineering group.• Implemented first US installation of a Water Reclamation technology to reduce process water consumption over 95%.

Columbia, Md, Us

• Responsible for identifying areas of loss/waste and developing and implementing solutions with minimum impact to production.• Manage outside resources as necessary to complete the Scope of Work assigned. • Work with Company Ownership and Plant Management on development of new processes and technologies.Short-lived due to inability to sell previous house - was able to sell the NC house first...

Harrisburg, Pennsylvania, Us

Joined while Company was working itself out of bankruptcy. Company exited bankruptcy in December 2005, and I was let go weeks later.• Responsible for all aspects of Plant Capital and Maintenance Projects, Outside Contractor Services and Internal Process Improvement.• Implemented Inventory Barcode system to automatically enter production items or inbound shipments into JDE environment.

• Installed first Next Generation Trex extrusion line in Fernley, Nevada.• Responsible for all Capital Improvements at the Fernley, Nevada plant starting March 2004.• Installed a First of Kind product reclaim system at the Winchester site, which entered production in September 2004. • Assisted with the formation of Trex’s partnership with The Home Depot and the ensuing product launch in May 2004.• Assisted in Startup of Winchester Plastic Recycling Washline with existing engineer. Brought line up to meet performance expectations despite a change in raw material.• Re-designed Winchester Washline water system operation to reduce manual supervision.

Santa Clara, California, Us

• Managed Scope/Schedule/Budget for Tool Install project ($80 M) and Co-Managed Large Basebuild project ($650 M overall basebuild budget for construction of new class 100 cleanroom microprocessor fabrication facility).• Responsible for mechanical design of HVAC, Process Exhaust, Plumbing, and Fire Protection/Safety Showers and drove completion to meet accelerated schedule.• Single point of contact for communication between management, design, and construction teams for field coordination of design issues.• Wrote and championed White Papers for changes in project/site specifications as well as changes to the Plan of Record design.

Mba, Finance, Leadership

Bachelor Of Science - Bs, Mechanical Engineering