Thomas Lee

Notes

Initial contact made on March 24, 2025. The contact is a finance professional working in the healthcare industry. During our conversation, they expressed particular interest in data analytics. 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 April 7, 2025. They has expertise in data analysis and cloud infrastructure. Previous experience includes working with financial institutions for 13 years. They are currently seeking information about data analytics. Notable points from our discussion: real-time reporting. Additional requirements include real-time reporting. Their team size is approximately 499 people. The contact mentioned their organization is planning to system upgrade within the next 18 months. Areas of potential collaboration include process automation and mobile applications. Additional follow-up may be required.