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Drake Lizano-Quesada Email & Phone Number
Senior Associate
at
AMG Wealth
LinkedIn matched
✓ Verified May 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 company 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
Current
Aug 2023 - Present
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.
Jun 2019 - May 2021
Team & coworkers
Colleagues at AMG Wealth
Other employees you can reach at amgfunds.com. View company contacts for 131 employees →
AK
Alee Khandaker
Colleague at Amg WealthBangladesh, Bangladesh
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JG
John Gay
Colleague at Amg WealthSan Francisco, California, United States, United States
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AM
Amanda Mcnichol
Colleague at Amg WealthNew Canaan, Connecticut, United States, United States
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TB
Todd Burlile
Colleague at Amg WealthGreenwich, Connecticut, United States, United States
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AF
Aria Fera
Colleague at Amg WealthJohore, Malaysia, Malaysia
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SR
Sean Robin
Colleague at Amg WealthBeverly Hills, California, United States, United States
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AS
Ashok Singh
Colleague at Amg WealthLudhiana, Punjab, India, India
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FB
Freeze B
Colleague at Amg WealthNorth Babylon, New York, United States, United States
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MR
Mohamed Rahim
Colleague at Amg WealthMalaysia, Malaysia
View →
EG
Edgar Gimez
Colleague at Amg WealthGarland, Texas, United States, United States
View →
Alee Khandaker
Colleague at Amg WealthBangladesh, Bangladesh
View →
JG
John Gay
Colleague at Amg WealthSan Francisco, California, United States, United States
View →
AM
Amanda Mcnichol
Colleague at Amg WealthNew Canaan, Connecticut, United States, United States
View →
TB
Todd Burlile
Colleague at Amg WealthGreenwich, Connecticut, United States, United States
View →
AF
Aria Fera
Colleague at Amg WealthJohore, Malaysia, Malaysia
View →
SR
Sean Robin
Colleague at Amg WealthBeverly Hills, California, United States, United States
View →
AS
Ashok Singh
Colleague at Amg WealthLudhiana, Punjab, India, India
View →
FB
Freeze B
Colleague at Amg WealthNorth Babylon, New York, United States, United States
View →
MR
Mohamed Rahim
Colleague at Amg WealthMalaysia, Malaysia
View →
EG
Edgar Gimez
Colleague at Amg WealthGarland, Texas, United States, United States
View →
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 Alee Khandaker, John Gay, Amanda Mcnichol, Todd Burlile, and Aria Fera.
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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