Marie Villard
Partner, COO @ Financial Synergies | Compliance, Operations, Technology
- Role
- Chief Operating Officer at Financial Synergies Wealth Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Marie Villard
As the Chief Operating Officer and Chief Compliance Officer at Financial Synergies Wealth Advisors, I have been leading the firm\'s operational efficiency and regulatory compliance efforts for over a decade.
Experience
Chief Operating Officer
Financial Synergies Wealth Advisors
Apr 2025 — Present · Houston, TX, US
I\'ve been described as “the heart,” “the soul,” and even “the glue”.
Education
Stetson University
BBA, Finance
2004 — 2008
Full Sail University
Master of Arts - MA, New Media Journalism
Skills
- Data Analysis
- Portfolio Management
- Project Management
- Mutual Funds
- Asset Managment
- Financial Services
- Finance
- Teamwork
- Relationship Management
- Strategic Financial Planning
- Customer Support
- Asset Management
- Financial Analysis
- Strategy
- Analysis
- Management
- Process Improvement
- Cross-Functional Team Leadership
- Training
- Quality Assurance
- Program Management
- Asset Allocation
- Business Analysis
- Investments
- Leadership
- Microsoft Office
- Public Speaking
- Customer Service
- Microsoft Excel
- Business Process Improvement
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