
Trenton Newell
I'm a Director at Fidelity Investments overseeing the Bank/Complex Reconciliations Team, the FFIO Claims Team, and the Tax... | 3504 Hathaway Court, Irving, United States
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Trenton Newell’s Emails tr****@fo****.com
Trenton Newell’s Phone Numbers No phone number available.
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Trenton Newell’s Location 3504 Hathaway Court, Irving, United States
Trenton Newell’s Expertise I'm a Director at Fidelity Investments overseeing the Bank/Complex Reconciliations Team, the FFIO Claims Team, and the Tax Documentation Team. My teams reconcile and research breaks in transfer agent bank accounts, tax reclaims, tax blockers, proxy ballots, and more. We also perform various complex/manual investment position confirmations and reregistrations with a host of internal and external business partners, including several of the largest banks and transfer agents in the world. I set high-level direction, conduct strategic planning, and place a high premium on process improvements, automation, and cultural transformation. I also serve as the Project & Development Coordinator for the Forward Party. My leadership experience includes substantial remote management, change management, Agile leadership, executive communication, and various structures (direct, indirect, and matrix). Leadership roles are not limited purely to job roles: I hold various leadership positions in collateral and volunteer groups as well. I hold a Master of Business Administration (MBA) concentrated in Finance and in Project Management from The George Washington University School of Business in Washington, D.C., from which I graduated with Beta Gamma Sigma honors. I have two bachelor degrees from the Louisiana State University (LSU) Honors College in Baton Rouge, LA. The first is in International Studies and is concentrated in Russia and Central Asia. It includes a minor in Chinese Culture and Commerce. The second is in Political Science and includes a minor in South Asia. I'm also a Certified Scrum Master (CSM) and Certified Scrum Product Owner (CSPO) with substantial training in Lean Six Sigma. Twitter: @TrentonNewell Facebook: https://www.facebook.com/trenton.newell Instagram and Threads: trenton.p.newell *Opinions are my own*
Trenton Newell’s Current Industry Forward Party
Trenton
Newell’s Prior Industry
Hudson Institute
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Us Nuclear Regulatory Commission
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Us Navy
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Fidelity Investments
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The Sam Party
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Forward Party
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Work Experience

Forward Party
Project & Development Coordinator
Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Forward Party
Social Engagement Coordinator
Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
The Sam Party
Outreach Engagement Coordinator
Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Director, Reconciliation
Wed Dec 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Fidelity Investments
Senior Manager, Reconciliation
Mon Oct 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Navy
Intelligence Officer
Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Nuclear Regulatory Commission
Licensing Assistant
Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Hudson Institute
Military and Intelligence Policy Research Intern
Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)