Dan Pfeiffer
AI Generalist & Product Builder. 32 yrs of experience Financial Services operating in Sales, Product & Business Analysis. Artist. Ex-Chase, Ex-GECap, Ex-Fiserv. Real Estate proprietor. [email protected]
- Role
- Generative Ai Adoption Specialist at Insight Global
- Location
- Woodstock, GA, US
- LinkedIn followers
- 500 followers
About Dan Pfeiffer
Accomplished performer and highly motivated IT/Data Sales Professional with a dynamic mixture of sales/business and IT skill sets accumulated through 30 years of experience contributing to businesses ranging in size from sole proprietorships to Fortune 500 including strategic account management, consultative solution selling, custom solutions, upsell, prospecting, client advocacy, business development, sales referral agency, product management/development, business analysis, credit analysis, business intelligence, e-commerce, effective interaction and communication with both end-user, business and technical personnel. Business Skillset: Product Development, SWOT, SOW, Competitive Product Analysis, Credit and Financial Statement Analysis, Credit Reporting and Lending, Business Development, Prospecting and Sales (middle management to C-level), Prospect and Existing Client Presentation. Subject Matter Expert: Metro2 format credit reporting, credit reporting, product array and data structure for Experian, Equifax, Lexis Nexis, Targus, Early Warning, Fidelity Information Services, Neustar, TransUnion, Accuity, GIACT, CREDCO, TransUnion Canada & Experian UK. Project exposure, input and criteria authoring for Credit Modeling and Consumer Credit Data Analytics. State of GA Licensed Realtor. Technical Skillset: Business Analysis: User Stories, Business Requirements, Functional Specifications, Use Case & Data Flow Diagrams, Business Process, Sequence Diagrams, High-level presentation diagrams, if/then-pseudo code, document analysis, stakeholder/user elicitation, prototyping, GUI, interface and report mock-ups, requirements management; SDLC: SCRUM/Agile, Waterfall & JAD.
Experience
Generative Ai Adoption Specialist
Apr 2025 — Present
Working with Generative AI tools at Deloitte Consulting.
Skills
- Requirements Analysis
- Use Case
- New Business Development
- Visio
- Stakeholder Analysis
- Crm
- Scrum Master
- Written & Oral Presentation Skills
- Credit Analysis
- Presentations
- Business Process
- Business Requirements
- Business Intelligence
- Project Management
- Functional Specifications
- Sales Presentations
- Saas
- Software Development Life Cycle (Sdlc)
- Sequence Diagrams
- Competitive Analysis
- Risk Management
- Rapid Prototyping
- Requirements Gathering
- Business Analysis
- Business Development
- Business Intelligence Tools
- Market Research
- Financial Services
- Presentation Design
- Document Analysis
- Swot Analysis
- Jad
- Databases
- Sales Process
- Process Improvement
- Sdlc
- Financial Statement Analysis
- Integration
- Roadmap Creation
- Sharepoint
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