Robert Garcia

Notes

Initial contact made on March 10, 2025. The contact is a finance professional working in the education industry. During our conversation, they expressed particular interest in security improvements. Their communication preference is in-person meetings, and best time to reach them is end of business day. They were referred to us by a mutual connection. Follow-up scheduled for April 21, 2025. They has expertise in cloud infrastructure and business development. Previous experience includes working with financial institutions for 9 years. They are currently seeking information about data analytics. Notable points from our discussion: mobile accessibility. Additional requirements include real-time reporting. Their team size is approximately 247 people. The contact mentioned their organization is planning to system upgrade within the next 13 months. Areas of potential collaboration include process automation and data analytics. Additional follow-up may be required.