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 • Feb 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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