Marco A. Valencia

Marco A. Valencia is a highly experienced professional in the Trust & Wealth Management sector. With a Bachelor of Business Administration in Economics from The University of Texas at San Antonio and an MBA in Finance from Our Lady of the Lake University, Marco A. has worked in various roles such as Senior Vice President at Guaranty Bank & Trust, Trust Officer at McNair Interests, and Assistant Vice President at Jefferson Bank. Marco's expertise includes tax preparation, estate planning, risk management, investment management, and comprehensive financial reporting. Marco A. is also skilled in family office services, foundation management, and joint ventures tax accounting. Furthermore, Marco A. has a background in international and private banking operations with experience in portfolio management for UHNW clients at AllianceBernstein. Marco is proficient in utilizing big data management tools to enhance efficiency and automate processes in the Trust & Wealth Management field.