Lisa Anderson

Notes

Initial contact made on March 10, 2025. The contact is a technology professional working in the finance industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is email, and best time to reach them is morning hours. They were referred to us by a mutual connection. Follow-up scheduled for March 31, 2025. They has expertise in data analysis and project management. Previous experience includes working with Fortune 500 companies for 9 years. They are currently seeking information about mobile applications. Notable points from our discussion: integration capabilities. Additional requirements include integration capabilities. Their team size is approximately 322 people. The contact mentioned their organization is planning to process automation within the next 16 months. Areas of potential collaboration include security improvements and security improvements. Additional follow-up may be required.