Will Felsky
Data Protection Officer at Goldmoney- Claim this Profile
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Topline Score
Bio
Credentials
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Certified Data Protection Officer
The Knowledge AcademyDec, 2019- Nov, 2024 -
CRM (In progress)
RIMS (Risk and Insurance Management Society, Inc.) -
CSIA Level 1
Canadian Ski Instructors' Alliance / Alliance des moniteurs de ski du Canada
Experience
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Goldmoney
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Canada
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Financial Services
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1 - 100 Employee
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Data Protection Officer
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Dec 2019 - Present
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Director Of Operations
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Feb 2019 - Present
Risk Management: Client Risk Assessment Project (Apr-Dec 2019)-Hire & onboard 12 local analysts-Provide guidance to 3 Team Leads-Manage consistency between teams in global offices-Monitor compliance with KYC and CDD obligationsLead Relationship Management Dept-Hire & train Relationship Managers-Provide mentorship & development opportunities to team membersManage inventory for 'Goldmoney Physical' product line-Manage physical delivery of bullion and other products-Manage vendor relationships relating to international shipping, inventory storage and balancing-Resolve client order escalationsOther Responsibilities:-Participate in company strategy sessions relating to product development, PR, P+L and other objectives-Support Dealing and Settlements departments with reconciliations-The voice of Goldmoney: write and voice-over scripts for online tutorial videos
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Director of Operations, BlockVault
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Oct 2018 - Dec 2019
BlockVault Inc. is the world’s only vaulted cold storage for cryptoassets with 3rd party insurance, big-4 auditing & public company transparency (TSX-XAU). I design BlockVault's operating procedures, manage the company's business partnerships and contribute to strategy development. Areas of specialty include tracking the developing regulatory landscape, process development and compliance risk management. -Created operating procedures-Developed and managed all business partnerships-Negotiated insurance program for institutional cryptocurrency custody-Operationalized BlockVault concept in three months-Featured in "Crypto Research Report" by Incrementum
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Relationship Manager
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Oct 2017 - Sep 2018
Goldmoney is a global full reserved investment services provider specializing in gold, silver, platinum and palladium. We are publicly traded on the Toronto Stock Exchange (tsx:xau). We currently serve over 1.5M clients worldwide and safeguard approximately $1.8B in client assets.Responsibilities:-Provided leadership and guidance to the Relationship Management team-Special Projects Management: operationalized a new business line for physical bullion delivery which generated $345K revenue in first 2 months-Fire Marshal: Created office evacuation plan, trained office staff-Facilities Manager: Liaise with property management, contractors, landlords on office issues-Compliance team support: Assisted risk trigger event assessment & evaluated RTEs as part of a remediation project
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Office Grocery
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Canada
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Food and Beverage Services
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1 - 100 Employee
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Operations Manager
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Dec 2015 - Aug 2017
Responsibilities:- Directed operations of the company including customer service, supply chain and delivery fleet- Managed relationships with 40+ vendors ensuring cost control and inventory accuracy; placed all inventory orders and followed up on delivery issues- Primary point of contact for 140+ clients accounts including Fortune 500 companies, technology industry leaders, global law firms and ad agencies- Worked directly with owners/CEOs of smaller client accounts regarding service delivery- Handled escalations, internal or external, to ensure positive resolution to every issue- Managed a team of 2 customer service agents handling escalations and providing guidance- Managed employee skills assessments and training program on an ongoing basis- Worked closely with VP of Sales to coordinate seamless onboarding of 2-3 new clients per week- Managed competing priorities on tight timelines in a sometimes hectic startup environment- Interviewing, hiring and training new warehouse employees and customer service repsAchievements:- Sustained YoY growth rate of over 100%- Created an employee incentive program reducing order errors by 50% immediately with continuous subsequent improvement- Hired and trained a customer service team and established a succession structure- Hired over a dozen delivery and warehouse personnel, growing the warehouse team from 2 to 12 full-time workers in 16 months- Developed inaugural HR & Operations policies such as time off, personal conduct & safety, discrimination, bonus structure & employee expenses
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Top Hat
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Canada
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Software Development
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300 - 400 Employee
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Account Director
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Aug 2014 - Sep 2015
Responsibilities:- Traveled to University campuses to build and nurture relationships with faculty and administrators, within assigned territory, including New York University, Indiana State University and UC - San Diego- Conducted product demonstrations in person to groups of up to 300 educators and students- Cold called prospective users to establish, develop & maintain positive relationships- Followed up with users to ensure 100% satisfaction, provide customer service and secure renewals- Received dozens of hours of focused training on professional phone manner and technique- Advised professors on implementing a new approach to teaching, enabled by new technology- Communicated user feedback to product development team in frequent collaborations to add, update or refine Top Hat continuously- Assisted educators with questions, issues or difficulties operating their new technologyAccomplishments:- Secured Top Hat as the department-preferred classroom tech platform at dozens of schools including NYU (Economics), Portland State University (Environmental Sciences) & Jacksonville State University (Human Resources Management).
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Rogers Communications
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Canada
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Telecommunications
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700 & Above Employee
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Account Manager
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Jun 2013 - Jul 2014
Responsibilities:- Managed relationships between Rogers OutRank and C-level executives of small- to medium-sized businesses across Canada- Demonstrated product via webinar, negotiated, handled objections and closed sales- Prospected new leads in addition to following up on leads generated by marketing- Consulted on internet marketing products and strategies with business owners and executives- Developed and managed relationships between Rogers and SMB owners/C-level executives- Sold Google AdWords campaigns and managed client accounts after onboarding- Prospected new leads in addition to following up on leads generated by marketingAchievements:- Set company records for total transactions (6) and highest revenue ($9K) during 1-month orientation
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New Balance
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United States
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Sporting Goods Manufacturing
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700 & Above Employee
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Store Manager
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Feb 2011 - May 2013
Responsibilities:- Directed daily operations of Canada's largest New Balance store- Drove sales through staff training, personal sales skills and reinforcement of company values- Led a team of three assistant managers and up to twenty associates- Staff scheduling and wage cost control- Managed approx. $300K inventory, including receiving and stock balancing- Maintained constant communications with head office- Interviewing and hiringAchievements:- Promoted from Assistant Manager to Store Manager in under 8 months- Exceeded daily store sales quotas with an average 15% increase over previous year- As Store Manager, mentored an Assistant Manager to become a successful Store Manager, as well as several full-time employees into management roles
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Ricoh eDiscovery
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IT Services and IT Consulting
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1 - 100 Employee
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Project Coordinator
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Dec 2008 - Dec 2009
Responsibilities:- Supported the Professional Services, Sales and Project Management departments -Managed document imaging projects individually- Created and revised project-related documentation such as quotes, instructions and invoices- Assisted clients directly with project initiation and throughout project process
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theScore
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Canada
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Spectator Sports
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500 - 600 Employee
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Media Archivist (Internship)
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Sep 2002 - Jun 2003
-Pulled video for highlight reel compilation in support of the reporting team-Reviewed and edited video of all professional sporting events on a daily basis-Gained intimate knowledge of all major sports leagues and organizations-Kept informed in real-time on all sports news and rumours
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Education
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Dalhousie University
Bachelor of Arts (BA), Philosophy