Marco A. Valencia
Head of Operations for Trust & Wealth Management at Guaranty Bank N.A. Ticker GNTY
- Role
- Senior Vice President - Trust & Wealth Management Operations Manager at Guaranty Bank & Trust
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Marco A. Valencia
Marco is a bilingual experienced Family Office executive with 14 years of diverse background in Finance and Trust, specialized to Ultra High Net Worth Families. Skilled in Project Management, Trust, Accounting, Banking, Unique Assets, Lifestyle Management, Property & Staff Management, Private Equity and Family Foundations. Strong customer service foundation refined to meet the needs of a single-family or multiple-family office with multiple generations. Experience serving G1-G4 clients.
Experience
Senior Vice President - Trust & Wealth Management Operations Manager
Oct 2021 — Present · Houston, TX, US
Head of Operations for Trust & Wealth Management. Utilizing big data management tools to enhance efficiency and automate processes.
Education
Boston Institute of Finance
Certified Mutual Funds Specialist Program, Trading
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Economics
2008 — 2013
Our Lady of the Lake University
MBA, Finance, Magna Cum Laude -GPA 3.75
2017 — 2018
The Woodlands High School
Mathematics
2004 — 2008
American Banker Association
Certificate, Trust, 96
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