Marco A. Valencia
Senior Vice President - Trust & Wealth Management Operations Manager @Guaranty Bank & Trust
Signup · Get unlimited contacts
WORK HISTORY
Senior Vice President - Trust & Wealth Management Operations Manager @Guaranty Bank & Trust
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
Our Lady of the Lake University
MBA, Finance, Magna Cum Laude -GPA 3.75
The Woodlands High School
Mathematics
American Banker Association
Certificate, Trust, 96
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.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.