David Miller

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the technology industry. During our conversation, they expressed particular interest in cloud solutions. Their communication preference is in-person meetings, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in data analysis and security protocols. Previous experience includes working with financial institutions for 15 years. They are currently seeking information about data analytics. Notable points from our discussion: enhanced security measures. Additional requirements include automated workflows. Their team size is approximately 326 people. The contact mentioned their organization is planning to security enhancement within the next 5 months. Areas of potential collaboration include mobile applications and process automation. Additional follow-up may be required.