Sheneth Fernando, Mba Email & Phone Number

Toronto, Ontario, Canada

• Joined as one of the first 20 employees at the cryptocurrency custody company offering secure digital storage of assets, acquired by Wellfield Technologies in 2023
• Managed sales processes from prospecting, qualifying, demonstrations, closing, etc. Also streamlined processes in the Hubspot CRM using integrations with other applications
• Built AML/KYC pre-onboarding and complete client on-boarding processes from scratch
• Worked to obtain the Trust Company certification working with the Government of Alberta officials
• Leveraged custody experience in traditional assets to create new policies & procedures for custody of digital assets
• Developed the client asset tracking system with Microsoft Power Platform - Automate, Apps, and BI to provide visibility into all client wallets

Toronto, Ontario, Canada

• Worked as a dedicated customer success manager with an extensive investment fund portfolio over $10B
• Became a trusted advisor to C-suite executives from high profile insurance, pension & investment fund companies for their custody needs
• Brought $15M in assets from a competitor resulting in $1M annual revenue by partnering with sales teams to cross-sell
• Identified, cross-sold and up-sold various products using in-depth knowledge of client operations. (FX, trades etc)
• Helped clients with digital transformations, including custom software builds, modifications to existing software, and usage of RBC technology (including APIs, integrations, etc)

Toronto, Ontario, Canada

• Managed client relationships, including regular meetings with c-suite executives to align on strategy and operations.
• Managed client escalations by orchestrating with technical subject matter experts in various business units for fast and accurate resolutions.
• Streamlined 15+ major operational processes through technology modernization and cloud technology adoption to enhance customer satisfaction
• Led implementation of Microsoft Dynamics CRM system to identify client issues using data analytics

Toronto, Canada Area

• Ensured that RBC, its clients, and other stakeholders were compliant with existing and upcoming regulations.
• Tracked implementation from start to finish via capture, assessment, and compliance of regulations; captured and assessed over 5000 regulations on custody, and capital markets from regulators worldwide.
• Monitored a regulatory project portfolio of over 20 projects in 13 countries with a budget of over $30 million.
• Prepared reporting for management on regulations, assessments, trend analysis and projects.

Toronto, Ontario, Canada

• RBCx is a 9-week innovation program. I joined as one of the top talent selected across the RBC Enterprise to explore disruptive ideas for real life issues sponsored by senior executives
• Led the consulting engagement using business design and design thinking principles
• Pitched product and services to help upcoming entrepreneurs to secure funding and advice working with Government of Ontario funding that later launched officially on the RBC website

• Exceeded sales targets and quotas (60 activations/month), and became top salesman for several months, along with perfect mystery shop report
• Provided technical, billing, and general assistance to all customers (received excellent ratings from Wind Corporate Office and 100% score from the Mystery Shopper Program)
• Managed three stores, including cash, inventory, store maintenance, team management, and training of new staff

Newmarket, Ontario, Canada

• Audited all new car sales for previous two years. Audited sales to comply with Chrysler Canada standards and OMVIC (Ontario Motor Vehicle Industry Council) standards. This included financing, license, registration.
• Recovered over $200,000 in potential commission lost through performing audit
• Assisted with daily accounts receivables, accounts payables and year-end accounting duties
• Performed analysis on new "Sub-Prime Financing" division, and assisted with marketing
• Managed leased vehicles including handling lease payments, insurance policies, repossession of vehicles and resulting litigations as well

London, Canada Area

• Assisted clients with their personal & business credit cards (including payments, fraud, billing, upgrades, credit limit increases, etc.)
• Led new sales of credit cards, as well as cross-selling and up-selling with other credit products
• Met dynamic sales targets, quotas and customer service goals (customer satisfaction, wait times, advisory goals etc)
• Provided assistance for day-to-day banking including chequing & savings accounts, debit cards, etc
• Advised clients on TD products and services, while adhering to regulatory compliance guidelines
• Worked with other departments at the bank to provide specific products & services to clients

Markham, Ontario

Master Of Business Administration - Mba

Bachelor Of Management And Organizational Studies - Finance, Accounting And Finance

Activities and Societies: Vice President Marketing, WICSA (Western Indo-Canadian Student Association) Scratchd Inc Case Competition - 2nd.

Bachelor Of Science (Bs), Chemistry

Activities and Societies: Vice President, UWO Chemistry Club