David Wasilewski, Cfa Email & Phone Number

Greater Boston

Greater Boston Area

• Provide direction and experience towards the integration of the John Hancock and Manulife securities lending businesses with $250B total assets into the newly created Global Securities Lending Oversight Team. • Successfully managed the transition of oversight for ~225 funds with $7.5bil assets on loan in both the Manulife Investment Management and Manulife Life Insurance funds from Toronto & Montreal to Boston. • Onboarded Manulife ETF’s with ~$300mil of lendable assets into the securities lending program which required establishing reporting requirements, appropriate operational contacts and new standard operating procedures. • Collaborate with IT, external vendors and internal operations areas to further develop and standardize securities lending reporting across all John Hancock and Manulife funds.

Greater Boston Area

• Provide leadership and direction for the Fund Services Operations Team regarding expense budgeting & forecasting, ETF/mutual fund distributions, ICI reporting and prospectus/SAI preparation.• Oversee the coordination and execution of mutual fund and ETF distribution rate calculations throughout the year; distributed $20B+, 125+ funds and 1,300+ classes or 40%+ of entire Fund Services’ distributions.• Perform extensive expense budgeting and analysis for both contractual and operating expenses, including calculating accrual & waiver changes, adjusting expense caps & ratios and reviewing vendor invoices. • Contributed towards reducing Fund Services’ Departmental Reportable Service Issues by 42% in 2018 by ensuring all client deliverables met the appropriate completeness, accuracy and timeliness standards.• Initiated a monthly deliverables calendar, cross training among team members and daily group meetings dedicated to monitor assignments, discuss priorities, and anticipate potential obstacles in order to optimize performance.

Greater Boston Area

• Managed daily flow of $18B book, by identifying rate trends, supply and demand characteristics, and overall market conditions, to exceed revenue goal every year.• Contributed towards building and growing Enhanced Custody’s presence as a prime broker alternative, resulting in a 485% increase in budgeted revenue targets since 2012.• Conceptualized and contributed towards design, development and testing of new refinancing screen and recall monitor, resulting in an application currently used worldwide. • Worked with borrowing community to support client trading strategies, including directional and event-driven shorts, convertible and dividend arbitrage.• Managed entire global recall process of 75-100 daily recalls and ensured shares were returned to lenders expediently to avoid potentially costly buy-ins.• Contributed to lowering Enhanced Custody group’s balance sheet footprint by over $4B through maximizing netting opportunities and use of non-cash collateral.

Greater Boston Area

• Executed loans of corporate bonds from over 200 client portfolios with a lendable asset base of $225B.• Managed and allocated entire inventory of specials with average market capitalization of $1.5B on loan and gross income of $20M.• Developed new hard to borrow distribution process that increased special bond balances by 28% and gross income by 21%• Examined terms of credit default swaps, including spread, default obligation, and collateral type, to identify potential corporate bond specials.• Collaborated with reinvestment portfolio managers to enhance interest rate spread and liquidity in investment pools.• Created reporting for senior management detailing overnight yield and WAM on reinvestment pools

Greater Boston Area

• Volunteered to assist A/L Manager in monitoring cash flows derived from Securities Lending.• Collaborated with trading desks, investment managers and operations staff to maintain optimal levels of liquidity.• Sourced most appropriate level of funding given daily requirements and client loan & reinvestment parameters.• Worked with sell desk and client service groups to monitor liquidity impact of client liquidations and recalls.• Contributed towards revenue forecasting by monitoring and understanding impact of spread, balances, seasonality and interest rate forecast scenarios on expected revenue stream.• Created reporting for senior management detailing overnight yield and WAM on reinvestment pools.

Greater Boston Area

• Executed domestic equity loans from over 200 client portfolios with a lendable asset base of $1.2T.• Researched underlying events of short selling, tender offers, risk arbitrage, and dividend arbitrage activity of borrowers to obtain maximum profit on negotiated rebate rates of loan contracts.• Managed and allocated entire inventory of specials with average market capitalization of $5.1B on loan and gross income of $162M.• Created new distribution process that increased hot stock on loan balances by 74% and gross income by 63%.• Mentored individuals from different areas within the division through the Securities Finance Mentoring Program.

• Supervised group of ten people in processing and monitoring security transfers to cover clients’ selling activity• Performed domestic and international recalls and buy-ins against borrowing brokers when return obligations were not met• Communicated with numerous internal and external counterparties, including custody, trading and corporate actions, to resolve all issues and discrepancies• Developed and implemented efficiencies within the group to streamline processing, reduce potential error and increase cost effectiveness• Performed semi-annual reviews for each team member as well as monitored individual workload, vacation, overtime and total compensation

Bachelor Of Science In Business Administration, Finance

Master Of Business Administration (M.B.A.), Finance