Marcelo Moreno Email & Phone Number

London, Gb

Mexico

I founded Lifemax with the goal of delivering a supplement brand that uses the highest quality ingredients—products I trust and would proudly offer to my own family. In this role, I managed all aspects of the business, including financial operations, bookkeeping, and cash flow, ensuring both profitability and sustainable growth. I spearheaded marketing efforts, developing and executing strategies across social media and email marketing.Additionally, I conducted comprehensive market research to identify new product opportunities, successfully launching Lifemax Supplements and driving the company's expansion.

Monterrey Area, Mexico

In my role at Banorte Financial Group, I managed treasury surplus investments for business clients, focusing on short-term money market investments in government, bank, and corporate bonds. I worked closely with corporations to strategically invest their daily cash surpluses, ensuring liquidity while maximizing returns. Additionally, I administered employee savings funds by diversifying investments in mutual funds, consistently delivering returns aligned with clients' financial objectives. I also provided tailored advisory services on financial products, including structured notes and public securities, helping clients optimize their investment strategies and manage risk effectively.

Monterrey Area, Mexico

At Monex Financial Group, I assisted corporate clients with their foreign exchange needs, particularly in managing risks related to import and export activities. By analyzing market trends, I provided insights that enabled clients to navigate the FOREX market and minimize exposure to currency fluctuations. I also offered derivative instruments, such as forwards and options, to help clients strategically mitigate future risks and protect against market volatility.Along with advising on foreign exchange operations, I negotiated and finalized contracts for various financial products, fostering productive relationships with corporate clients and contributing to Monex’s role in delivering effective foreign exchange and risk management solutions.

As the Personal Assistant to the CEO at Wong Diversified International Investments LLC, I managed all administrative tasks, including budget preparation and expense control. I served as the main point of contact between the CEO and clients or investors. Additionally, I conducted research and prepared reports on potential investors and fundraising opportunities for real estate projects, providing the CEO with essential information to support decision-making and ensure smooth operations.

Executive Mba - Universitat De Barcelona Business School

Bachelor'S Degree, Economics