Daniel Asbury
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Daniel Asbury Email & Phone Number

Chief Technology Officer | Salesforce ISV Partner at Pinecone
Location: Carmel, Indiana, United States 10 work roles 3 schools
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Current company
Role
Chief Technology Officer | Salesforce ISV Partner
Location
Carmel, Indiana, United States

Who is Daniel Asbury? Overview

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Quick answer

Daniel Asbury is listed as Chief Technology Officer | Salesforce ISV Partner at Pinecone, based in Carmel, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Daniel Asbury.

Daniel Asbury previously worked as Chief Technology Officer (CTO) at Pinecone and Chief Technology Officer (CTO) at Crown Haven Wealth Advisors. Daniel Asbury holds Bachelor'S Degree, Double Major In Finance And Management Information Systems from Butler University.

Company email context

Email format at Pinecone

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Pinecone

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Profile bio

About Daniel Asbury

Chief Technology Officer (CTO) at Pinecone and Crown Haven Wealth Advisors in Carmel, Indiana.Pinecone is a Fintech startup enabling independent Financial Advisors to organically grow their practice and 3-5X their annual production. Crown Haven Wealth Advisors is an Independent and Fiduciary team assisting clients in the Indianapolis area – and nationwide – with thoughtful financial planning in meeting their retirement and money management goals.I enjoy meeting new people and hearing about their professional experiences, so feel free to reach out and connect!

Current workplace

Daniel Asbury's current company

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Pinecone
Pinecone
Chief Technology Officer | Salesforce ISV Partner
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10 roles

Daniel Asbury work experience

A career timeline built from the work history available for this profile.

Chief Technology Officer (Cto)

Current

Carmel, Indiana, US

  • Led development of Pinecone OEM Platform and Salesforce ISV Application
  • Managed team of developers with $60,000 budget
  • Manager of Customer Support ticketing system for 20+ clients
  • Curating 250+ pages of Salesforce Training Documentation to promote end-user adoption
  • Provide expert guidance and service on database migration & bulk importing of client-sensitive data
Jan 2021 - Present

Chief Technology Officer (Cto)

Current

Carmel, Indiana, US

  • Key Company Stakeholder for technology, data, and internal operations
  • Created data reporting framework & internal procedures for streamlined business tracking
  • Create/Perform quarterly, semi-annual, and annual technology & data audit plans
  • Technical liaison in providing expert Salesforce solutions to end-users
  • Troubleshoot day-to-day outages & inefficiencies for all company employees
Jan 2021 - Present

Associate Consultant

Rsi

Pembroke, MA, US

  • Consultant/Contractor for Indiana Department of Revenue and Cook County (Chicago) Department of Revenue
  • Formerly based at Indiana Department of Revenue client-site location and company HQ in Providence, Rhode Island
  • Database Administrator for Indiana taxpayer database
  • Upgraded Cook County (Chicago) & Indiana Department of Revenue (DOR) Core Systems
  • Collaborated with Indiana DOR personnel on project scope and existing software bugs
  • Implemented new programs, debugged existing systems, and wrote/executed unit test plans
Jun 2019 - Dec 2020

Business Administration Intern

Fishers, Indiana, US

  • Created company’s internal “scorecard” for cross-functional company reporting
  • Partnered in designing, testing & implementing Salesforce CRM database and automated billing systems
  • Daily financial management in QuickBooks Online
  • Developed and executed financial forecasts
  • Designed & implemented workflow processes that help the business run smoother
  • Completed monthly reconciliations
Jan 2019 - May 2019

Customer Support Intern

Bloomington, Indiana, US

  • Created a Sales Representative Field Guide for the North American Sales Division
  • Initiated the creation of an internal website for Customer Support
  • Presented a three-month internship capstone to key stakeholders and Cook sales executivesDuring my 12 week internship program at Cook Medical, I was assigned the project of revamping the Sales Representative Field.
May 2018 - Aug 2018

Customer Service Sales Specialist

Solna, Stockholm, SE

Worked as a Customer Representative and Sales Specialist on the Factory Dealer Direct (FDD) phone lines. As a representative, I learned and memorized Dometic's inventory to be able to supply dealers with product information, customer-specific pricing, order details, shipping expectations, and more. I enjoyed working in this fast-paced and engaging.

Jun 2017 - Aug 2017

Chief Operations Officer

Dawg Pack

Chief Operations Officer at Dawg Pack, a business formulated through Butler University's Lacy School of Business. The Lacy School of Business requires each business student to take the Real Business Experience (RBE) course, which is a class that offers small teams of students multi-hundred dollar loans in order to start their own business for a semester..

Aug 2016 - Dec 2016

Accounts Payable Clerk

Elkhart, IN, US

Organized cumulative shipment costs and verified invoices.

Jul 2015 - Aug 2016

Intern

Chicago, Illinois, US

Prepared information for IRS form 990's. Sampled spreadsheets of corporations for CAST (Centralized Audit Services Team).

Sep 2014 - May 2015
3 education records

Daniel Asbury education

Bachelor'S Degree, Double Major In Finance And Management Information Systems

Butler University

Business/Commerce, General

University College Dublin

Core 40 With Honors

Elkhart Memorial High School
FAQ

Frequently asked questions about Daniel Asbury

Quick answers generated from the profile data available on this page.

What company does Daniel Asbury work for?

Daniel Asbury works for Pinecone.

What is Daniel Asbury's role at Pinecone?

Daniel Asbury is listed as Chief Technology Officer | Salesforce ISV Partner at Pinecone.

Where is Daniel Asbury based?

Daniel Asbury is based in Carmel, Indiana, United States while working with Pinecone.

What companies has Daniel Asbury worked for?

Daniel Asbury has worked for Pinecone, Crown Haven Wealth Advisors, Rsi, Analytic.Li, and Butler University - Lacy School Of Business.

How can I contact Daniel Asbury?

You can use AeroLeads to view verified contact signals for Daniel Asbury at Pinecone, including work email, phone, and LinkedIn data when available.

What schools did Daniel Asbury attend?

Daniel Asbury holds Bachelor'S Degree, Double Major In Finance And Management Information Systems from Butler University.

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