Sophia White

Notes

Initial contact made on March 17, 2025. The contact is a finance professional working in the retail industry. During our conversation, they expressed particular interest in data analytics. Their communication preference is in-person meetings, and best time to reach them is early morning. They were referred to us by a mutual connection. Follow-up scheduled for April 14, 2025. They has expertise in data analysis and project management. Previous experience includes working with financial institutions for 12 years. They are currently seeking information about security improvements. Notable points from our discussion: enhanced security measures. Additional requirements include integration capabilities. Their team size is approximately 372 people. The contact mentioned their organization is planning to process automation within the next 5 months. Areas of potential collaboration include mobile applications and cloud solutions. Additional follow-up may be required.