Lisa King

Notes

Initial contact made on March 17, 2025. The contact is a consulting professional working in the finance industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is phone, and best time to reach them is afternoon sessions. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in system architecture and system architecture. Previous experience includes working with tech startups for 9 years. They are currently seeking information about security improvements. Notable points from our discussion: integration capabilities. Additional requirements include real-time reporting. Their team size is approximately 226 people. The contact mentioned their organization is planning to system upgrade within the next 8 months. Areas of potential collaboration include security improvements and mobile applications. Additional follow-up may be required.