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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