Key Professional Milestones
Moreno worked for over 9 years at Credit Suisse AG, where he supported relationship managers and clients in administrative and operational matters. His expertise includes serving high-net-worth individuals and optimizing processes in the financial sector.
• Supporting relationship managers and handling administrative tasks such as account openings, payment processing, data management, and client documentation management.
• Assisting with tax and regulatory issues as a Tax Products Specialist, including reporting, claims, and certificates.
• Acting as an intermediary between front and back office, and serving as the point of contact for complex issues.
Early Career in Banking
Moreno began his professional career during a three-year apprenticeship as a commercial employee (Kaufmann EFZ) at Credit Suisse, where he gained initial practical experience across six different departments.
Education
• Dipl. Business Economist HF – SIB Zurich (2020–2023)
• Kaufmann EFZ – KV Business School (2015–2018)
Moreno is fluent in German, Italian, English, and French.