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How Relationships Build a Career, Deepen Service and Define Purpose

Felix Lozano, retired chief growth officer at Whitley Penn, shares insights from a 40-year accounting career on how relationships, communication, proximity, and saying yes to opportunities shaped professional growth and service to clients.

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Promoted content from Beyond the Ledger on MarketScale.

By Troy Ashby · AccountingCareersLeadershipClient Service
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Key takeaways

01

Relationships and proximity are crucial to career development.

02

Courage to embrace opportunities plays a key role in career success.

03

Personal connections and strategic decisions contribute to career longevity.

On this episode of Beyond the Ledger, host Troy Ashby talks with a leader shaping accounting and finance. Watch the full conversation above.

Retired Whitley Penn Chief Growth Officer Felix Lozano joins Beyond the Ledger to discuss how communication, proximity, service, and the courage to say yes shaped a nearly 40-year career in public accounting.

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About the author

Troy Ashby
Troy AshbyPresident, Benchmark Search, Benchmark Search

Troy Ashby is President at Benchmark Search and host of Beyond the Ledger, where he talks with the leaders, innovators, and professionals shaping accounting and finance.

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About the Experts

Troy Ashby
Troy Ashby

President, Benchmark Search

Benchmark Search

Troy Ashby is President at Benchmark Search and host of Beyond the Ledger, where he talks with the leaders, innovators, and professionals shaping accounting and finance.

FL
Felix Lozano

Retired Chief Growth Officer

Whitley Penn

Felix Lozano served as the Chief Growth Officer at Whitley Penn. He built a nearly 40-year accounting career through relationships and courage in accepting new opportunities.