Account Type******* *******Account Owner****** ********Account Opps/Deals***** ****Closed Won • Feb 25***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Team LiquidCo-CEO and OwnerJan 15 - PresentMbo PartnersDirector of Consultant ServicesOct 06- Sep 12American ExpressIndependent Wealth Management AdvisorJan 02- Oct 06
Ryan AtkinsCo Founder CEOView Profile, Ryan AtkinsValerie RiveraFounder CEOView Profile, Valerie RiveraArmando LunaAdvisor Chief Growth OfficerView Profile, Armando Luna