Trent Hennessy-York
Senior Strategy Lead at Capital Group | American Funds
- Role
- Senior Strategy Lead at Capital Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Senior Strategy Lead
Oct 2022 — Present · San Francisco, CA, US
Delivered comprehensive cash flow analysis, created dynamic financial reporting, and managed cash flow allocation for mutual funds totaling $173.3B AUM. Fund coverage ownership included:+ Capital World Growth and Income Fund + New Economy Fund + Capital Group - Global Equity Fund + Capital Group - Global Balanced Fund + Capital Group - Canada Focused Equity Fund + Equity Building Block - US Value Fund- Strategically completed a total of $146.7B in portfolio launches, construction, execution of order trading activity, and restructure management to match fund investment objectives- Partnered with Product Management & Developer Teams to create product designs and operational improvements for transfer, trading, and TNA alignment tools used globally- Drove a cross-team initiative with Equity, ETF & Fixed Income Operations Teams to collaboratively analyze and develop efficient solutions for overdraft and settlement risks tied to the adoption of T+1 settlement timing changes for US, Canada, and Mexico markets- Focused on enhancing leadership skills in strategy, team problem solving, and business principles by completing a three month McKinsey & Co. Leadership Academy Program.
Education
University of Nevada, Reno
Bachelors of Science in Business Administration, Finance, Minor in Economics
2009 — 2011
Shanghai University
Chinese Studies, Finance
2008 — 2009
Skills
- Nonprofits
- Public Speaking
- Microsoft Excel
- Finance
- Microsoft Office
- Management
- Strategic Planning
- Analysis
- Bloomberg Terminal
- Credit Analysis
- Financial Reporting
- Corporate Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Training
- Portfolio Management
- Research
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.