Daniel Jackson

Notes

Initial contact made on March 17, 2025. The contact is a retail professional working in the finance 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 21, 2025. They has expertise in project management and data analysis. Previous experience includes working with educational organizations for 6 years. They are currently seeking information about security improvements. Notable points from our discussion: real-time reporting. Additional requirements include integration capabilities. Their team size is approximately 457 people. The contact mentioned their organization is planning to system upgrade within the next 12 months. Areas of potential collaboration include data analytics and security improvements. Additional follow-up may be required.