Drake Lizano-Quesada Email & Phone Number

Norwalk, Ct, Us

Stamford, Connecticut, United States

Stamford, Connecticut, United States

Darien, Connecticut, United States

• Enhanced client financial strategies and supported business growth by providing personalized banking advice and developing efficient banking procedures.• Conducted daily financial operations such as account openings, transactions, and maintenance, focusing on compliance and accuracy.• Collaborated with other banking and financial services teams to ensure a holistic approach to client wealth management and satisfaction.

Stamford, Connecticut, United States

• Responsible for account opening and maintenance reports, quarterly documents, and reports for retention.• Led the team in new procedure adoption rates.• Responsible for the team's training and progress.• Worked closely with our wealth partners to find opportunities daily, which led to higher NPG. • Team member with the most wealth referrals and opportunities discovered. • Chosen for a selective two-week Leadership Potential program.

Norwalk, Connecticut, United States

• Led structured lessons and training.• Managed and evaluated the skill level and effectiveness of staff.• Monitored training results, completed detailed reports, and conveyed back to the team with areas for improvement.• Trained new and current employees on proper procedures and techniques.• Evaluated participants progress, reported to parents, and addressed questions and concerns.• Ensured adequate coverage and supervised shift of 6-10 employees.• Completed shift meetings and sent reports to the general manager.

Bachelor Of Science - Bs, Financial Management

High School Diploma, Engineering, Entrepreneurship, Business