Simon Lu, Trusted Clients | Find your best path for intro

Simon Lu

✔️ Accounting Practice Growth ✔️ Marketing Solution ✔️ Attract High Value Advisory Clients

Trusted Clients

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***

-->,

***

<--,

***

Last interaction was ** days ago.

***** and ******** are the closest.

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Account Type***** ********

Account Owner***** ****

Account Opps/Deals

**** ***

Closed Won • Jan 25

****K $

Closed

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******* *****

Past Champion

******* ****

Colleague - Career Overlap

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******** ******

Worked in execs roles at *** together from 2021-2024

***** ******

Worked in the same department at *** together from 2021-2024

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