Marcela Morales

Marcela Morales is an experienced professional in customer success and financial services, currently serving as a Customer Success Manager at Firmex since April 2023. Prior to this role, Marcela held positions at Brownstone Asset Management as Operations Lead, overseeing department operations and training front office staff, and at WealthCo. as a Portfolio Administrator, managing client onboarding and financial transactions. Previous experience includes roles as a Financial Advisor at Scotiabank, providing financial planning assistance, and as an Operations Associate at Proquin, focusing on inventory management and safety procedures. Educational qualifications include a Graduate Degree in Finance from Thompson Rivers University and a Bachelor's Degree in Industrial Engineering from Universidad Tecnológica Centroamericana.