Marco Valencia Email & Phone Number
Senior Vice President - Trust and Wealth Management Operations Manager @ Guaranty Bank & Trust
Marco Valencia's Location
Houston, TX, US
Marco Valencia's Work
- Senior Vice President - Trust and Wealth Management Operations Manager @ Guaranty Bank & Trust
- Vice President and Trust Operations Officer @ Guaranty Bank & Trust
- Trust Officer - Family Office @ McNair Interests
- Assistant Vice President- Family Office @ Jefferson Bank
- Trust Officer- Family Office @ Jefferson Bank
- Trust Operations Officer - Family Office @ Jefferson Bank
- Trust Operations Specialist - Family Office @ Jefferson Bank
- Business Banker - Family Office Entrepreneurs @ Jefferson Bank
- Statewide Operations - Private Banking Group @ Frost National Bank
- Portfolio Manager - UHNW Clients @ AllianceBernstein
Marco Valencia's Education
- 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)
2017 - 2018 - Boston Institute of Finance
Certified Mutual Funds Specialist Program (Trading)
- American Banker Association
Certificate (Trust)
- The Woodlands High School
Mathematics
2004 - 2008
Marco Valencia's Skills
- Financial Analysis
- Customer Service
- Finance
- Microsoft Excel
- Data Analysis
- Banking
- English
- Public Speaking
- Teamwork
- Management
Marco Valencia's Summary
Marco Valencia, based in Houston, TX, US, is currently a Senior Vice President - Trust and Wealth Management Operations Manager at Guaranty Bank & Trust, bringing experience from previous roles at Guaranty Bank & Trust, McNair Interests and Jefferson Bank. Marco Valencia holds a 2008 - 2013 Bachelor of Business Administration (B.B.A.) in Economics @ The University of Texas at San Antonio. With a robust skill set that includes Financial Analysis, Customer Service, Finance, Microsoft Excel, Data Analysis and more, Marco Valencia contributes valuable insights to the industry. Marco Valencia has 3 emails and 1 mobile phone number on RocketReach.
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