---
type: client
status: prospect
aliases:
  - Meridian
contact: Catherine Park
email: c.park@meridianfinancial.com
industry: Finance
rate: 350
total_billed: 0
tags:
  - client
  - enterprise
  - finance
  - prospect
---
# [[Meridian Financial]]

## Overview

Regional investment firm specializing in wealth management and fintech services. Legacy .NET APIs need modernization. PCI-DSS compliance required. High-value potential — similar profile to [[GlobalBank]] but larger scope.

**Primary Contact**: [[Catherine Park]], COO
**Company Size**: 200 employees
**Location**: Charlotte, NC
**Relationship**: Prospect — intro meeting scheduled 2026-03-25
**Referred by**: [[Robert Williams]] ([[GlobalBank]])

## Opportunity

### [[Meridian Financial API Modernization]] (Proposed)
- **Status**: Early — intro meeting 2026-03-25, proposal not yet drafted
- **Value**: $60,000+
- **Duration**: 3 months (May-July 2026)
- **Scope**: Legacy .NET API audit, REST API design, migration roadmap, PCI-DSS compliance review
- **Decision expected**: 2026-05-01

## Key Stakeholders

| Name | Role | Engagement |
|------|------|------------|
| [[Catherine Park]] | COO | Primary sponsor |
| [[David Kim]] | CTO | Technical decisions |
| Compliance team | TBD | Regulatory requirements |

## Financial Summary

| Year | Revenue | Projects |
|------|---------|----------|
| 2026 (projected) | $60,000+ | 1 (proposed) |

## Notes

- Referred by [[Robert Williams]] — Catherine saw the [[GlobalBank]] case study
- Legacy .NET APIs need modernization to REST
- PCI-DSS compliance required (financial services)
- High-value potential — similar to [[GlobalBank API Audit]] but 3x scope
- Catherine wants a phased approach
- Enterprise rate: $350/hr
- Would reference [[GlobalBank API Audit]] methodology and [[API Security Checklist]]

## Related

- Proposal: [[Meridian Financial API Modernization]]
- Referral: [[Robert Williams]], [[GlobalBank]]
- Knowledge: [[API Security Checklist]]

---

*Last updated: 2026-03-20*
