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Drake Lizano-Quesada Email & Phone Number
Senior Associate
at
AMG Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Associate
Location
Norwalk, Connecticut, United States
Company size
Who is Drake Lizano-Quesada? Overview
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Quick answer
Drake Lizano-Quesada is listed as Senior Associate at AMG Wealth, a with 131 employees, based in Norwalk, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Drake Lizano-Quesada.
Drake Lizano-Quesada previously worked as Product Services at Amg Wealth and Product Services at Amg Funds. Drake Lizano-Quesada holds Bachelor Of Science - Bs, Financial Management from University Of Connecticut School Of Business.
Company email context
Email format at AMG Wealth
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AMG Wealth
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Profile bio
About Drake Lizano-Quesada
Aspiring financial analyst with a robust educational background in business financial management and hands-on experience in fund analysis, financial reporting, and process automation. Eager to apply analytical skills and a detail-oriented approach to drive financial strategies and optimize financial decisions. Committed to contributing to a team's financial success by leveraging data analysis techniques and collaborative skills to enhance business operations, growth, and compliance.
Current workplace
Drake Lizano-Quesada's current company
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Amg Wealth
6 roles
Drake Lizano-Quesada work experience
A career timeline built from the work history available for this profile.
Product Services
Product Services
Jun 2023 - Aug 2023
Concierge Banker
• 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.
Mar 2023 - Jun 2023
Bank Teller Ii
• 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.
Jun 2021 - Mar 2023
Deck Supervisor
• 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.
Jun 2019 - May 2021
Team & coworkers
Colleagues at AMG Wealth
Other employees you can reach at amgfunds.com. View company contacts for 131 employees →
GO
Gavin O'Sullivan, Mba
Colleague at Amg WealthPearl River, New York, United States
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RS
Rufus Smith
Colleague at Amg WealthGreater Chicago Area, United States
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TS
Toviee See
Colleague at Amg WealthGreater Melbourne Area, Australia
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AB
Alex Backenstoe
Colleague at Amg WealthColumbus, Ohio, United States
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AS
Anjum Syed Syedanjum033
Colleague at Amg WealthNew York, United States
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AK
Audrie Killard
Colleague at Amg WealthNew York City Metropolitan Area, United States
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BG
Brandon Grier
Colleague at Amg WealthCharlotte, North Carolina, United States
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DS
Donna Sleek
Colleague at Amg WealthHasbrouck Heights, New Jersey, United States
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AC
Acm Celis
Colleague at Amg WealthSan Luis Potosí, Mexico
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JT
Josh Thek
Colleague at Amg WealthDresher, Pennsylvania, United States
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Gavin O'Sullivan, Mba
Colleague at Amg WealthPearl River, New York, United States
View →
RS
Rufus Smith
Colleague at Amg WealthGreater Chicago Area, United States
View →
TS
Toviee See
Colleague at Amg WealthGreater Melbourne Area, Australia
View →
AB
Alex Backenstoe
Colleague at Amg WealthColumbus, Ohio, United States
View →
AS
Anjum Syed Syedanjum033
Colleague at Amg WealthNew York, United States
View →
AK
Audrie Killard
Colleague at Amg WealthNew York City Metropolitan Area, United States
View →
BG
Brandon Grier
Colleague at Amg WealthCharlotte, North Carolina, United States
View →
DS
Donna Sleek
Colleague at Amg WealthHasbrouck Heights, New Jersey, United States
View →
AC
Acm Celis
Colleague at Amg WealthSan Luis Potosí, Mexico
View →
JT
Josh Thek
Colleague at Amg WealthDresher, Pennsylvania, United States
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2 education records
Drake Lizano-Quesada education
Bachelor Of Science - Bs, Financial Management
High School Diploma, Engineering, Entrepreneurship, Business
FAQ
Frequently asked questions about Drake Lizano-Quesada
Quick answers generated from the profile data available on this page.
What company does Drake Lizano-Quesada work for?
Drake Lizano-Quesada works for AMG Wealth.
What is Drake Lizano-Quesada's role at AMG Wealth?
Drake Lizano-Quesada is listed as Senior Associate at AMG Wealth.
Where is Drake Lizano-Quesada based?
Drake Lizano-Quesada is based in Norwalk, Connecticut, United States while working with AMG Wealth.
What companies has Drake Lizano-Quesada worked for?
Drake Lizano-Quesada has worked for Amg Wealth, Amg Funds, Citi, Td, and Goldfish Swim School Franchising, Llc.
Who are Drake Lizano-Quesada's colleagues at AMG Wealth?
Drake Lizano-Quesada's colleagues at AMG Wealth include Gavin O'Sullivan, Mba, Rufus Smith, Toviee See, Alex Backenstoe, and Anjum Syed Syedanjum033.
How can I contact Drake Lizano-Quesada?
You can use AeroLeads to view verified contact signals for Drake Lizano-Quesada at AMG Wealth, including work email, phone, and LinkedIn data when available.
What schools did Drake Lizano-Quesada attend?
Drake Lizano-Quesada holds Bachelor Of Science - Bs, Financial Management from University Of Connecticut School Of Business.
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