Marc Trager Email & Phone Number

Merrimack, N.H.

Performed, documented and coordinated additional testing resources for the report testing during UAT for the Second Agent Lending project.

Directed Securities Lending Program (2004-2009)Participated in daily conference calls with the traders in Merrimack, New Hampshire and Boston to discuss brokers' securities requests and the desired rates for each loan. Partnered in the automation project for the Direct Lending program, collaborating in the design, and acting as the subject matter expert..

Directed the 3rd Party Securities Lending operations support team in fund accounting, cash management, corporate actions, compliance oversight, and treasurer's office communication. Addressed operational, billing and oversight issues, as well as inquiries from the Treasurer's office and senior management.Major Achievements: Served as a member of Steering.

As Unit Manager of FPCMS Securities Lending I was responsible for trading in our Direct Equity Lending Group as well as operations, billing and oversight for our third party lenders.Unit Manager, Securities Lending 2004 - 2009- Subject matter expert for team assembled to build automated lending system for Direct Lending Program.- Head of Direct Equity.

Responsible for all domestic securities lending, both equities and fixed income.Boston Company Advisors, 1993 - 1994Vice President- Built Mutual Fund Lending Program from start up enterprise to $100 million on loan in six months.Boston Safe Deposit and Trust Company, 1986 - 1994Vice President - Senior Government Trader- Supervised all Domestic Lending.

Increased existing lending desk business with the addition of fixed income and foreign lending.Served as Senior Government Trader for the Bank's securities lending product, executing $10B+ in transactions daily. Supervised a 10-member trading staff responsible for all U.S. lending.* Boosted lending balance from $1 billion to $16 billion.* Stimulated new.

Drove all aspects of the BCA 40 ACT Fund securities lending program development and start-up. Cooperated with various broker counter parties in the lending of securities.Major Achievements: Built the Mutual Fund Lending Program from a start-up to $100M on loan within 6 months.Developed incremental income through securities lending for these funds and their.

A global performance-driven investment management firm.

- Produced quarterly and annual reports- Oversaw daily N.A.V. calculations

Grew revenues by developing the lending program with the addition of new funds and more brokers.Fund OperationsProcessed all trades for the Fidelity group of mutual funds.Ensured that all trades were settled properly.Managed all corporate actions as well as income collection activity.Security LendingManaged the lending of assets from various funds in the.

Fund Operations:- Processed all trades for the Fidelity group of mutual funds- Made sure all trades settled properly- Responsible for all corporate actions as well as income collectionSecurities Lending:- Lent out assets from various funds in the Fidelity Group- Built up program from two brokers to six brokers Fund Accounting:- Responsible for daily.

- Produced daily balance sheet- Priced two Mutual Funds under custody with the bank

Bs, Accounting

Activities and Societies: Member of Alpha Kappa Psi business fraternity. Statistician for varsity basketball team. Intermural sports.

Accounting