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Alfonso Marcelo Romo Alanís

Co-founder & CEO @Moneyfest

Mexico City, MX
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2019 — Present

Co-founder & CEO @Moneyfest

Mexico City, MX

Co-founded and led MoneyFest, Latin America’s premier personal finance festival attendees, 5 annual editions).• Closed sponsorships with leading institutions (e.g, GBM, Banamex, Actinver, Skandia, Cetes Directo).• Achieved double-digit profit margins annually through strategic alliances and content innovation.

EDUCATION

1994 — 1998

Tecnológico de Monterrey

B.S., Industrial Engineering

2015 — 2016

Esden Business School

Master’s Degree, Digital Marketing and Digital Business

N/A

University of Toronto

Project Management Certificate, Project Management

2001 — 2002

DUXX

MBL, Master in Business Leadership

SKILLS

Analytical SkillsEntrepreneurshipCreative ThinkingIntellectual ChallengesHighly AmbitiousAsset ManagementPortfolio ManagementStart-UpsLeadershipFinancial PlanningMutual FundsSalesTeam LeadershipHigh Stress EnvironmentPublic SpeakingFinancial ServicesNegotiationFixed IncomeCorporate FinanceSupervisionIntrapreneurshipInvestmentsDigital Business DevelopmentManagementProject ManagementFinanceFintechProblem SolvingHighly Self-MotivatedBusiness PlanningE-BusinessPerseveranceDigital MarketingMarketing StrategyOrganizationBusiness StrategyCommunication SkillsStrategic Financial PlanningFinancial AnalysisInterpersonal Skill

ABOUT ALFONSO MARCELO ROMO ALANÍS

Strategic financial product executive with 20+ years of experience in asset management, brokerage, and fintech. Proven expertise in launching and scaling mutual funds, institutional mandates, digital platforms, and Startups. Skilled in regulatory compliance (CNBV), cross-functional team leadership, and go-to-market execution through retail and advisory channels. Strong network in Mexico’s financial sector and a consistent track record of growing AUM and client adoption. Passionate advocate for financial education and inclusion.Key Strengths & Skills• Spot problems and solve them creatively and innovatively.• Lead, support, and share information while respecting people’s perspectives.• Assertive communication. Firm in addressing issues but empathic towards the people.• Explain, simplify, and clarify ideas so others can pay attention and understand.• Resilient and flexible to new ideas and challenges.

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Alfonso Marcelo Romo Alanís — Co-founder & CEO at Moneyfest in Mexico City, MX | Unifers