Marcelo Moreno

Experience

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  Wong Diversified International Investments LLC

  Mar 2011 - Dec 2011

  Assistant to CEO

  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.

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  Monex Financial Group

  Jan 2012 - Nov 2013

  Financial Advisor

  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. Show less

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  Banorte

  Nov 2013 - Sept 2018

  Investment Advisor

  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. Show less

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  Lifemax

  May 2021 - now

  Founder & Managing Director of Lifemax Supplements

  I founded Lifemax to create a supplement brand dedicated to the highest quality ingredients—products I trust and would confidently give to my own family. As founder, I managed all aspects of the business, including financial operations, bookkeeping, cash flow, and inventory management, ensuring profitability and sustainable growth.I also led marketing efforts, overseeing Amazon Ads, PPC optimisation, and keyword research while implementing strategies across social media and email to drive brand awareness and engagement. Additionally, I conducted in-depth market research to identify new product opportunities, successfully launching the Lifemax Supplements range and driving the company’s expansion. Show less