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

Simon Lu

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

Trusted Clients

View your organizations’ collective activity with Simon to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

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

View Simons’ CRM data to get more info on their experience with your organization

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

Account Owner***** *****

Account Opps/Deals

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

Closed Won • Dec 24

****K $

Closed

View Simons’ best path for intro to find the best way to reach out

*** ****

Past Champion

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

Colleague - Career Overlap

Use your organizations colleagues connection to reach out to Simon

******* ****

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

*** *******

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

View people similar to Simon based on experience