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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***

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***

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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 • Nov 24

**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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