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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.
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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!
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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
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
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• Coordinated ETL data integration via database preparation, scripting, and analysis• SQL, FICO® Blaze Advisor®, HTML• SSIS, SDLC, QA Testing
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• Conducted research to support management decision making• Document management using DocuSign
Indianapolis, Indiana, Us
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 Guide for the North American sales division. I was able to learn about each section of Customer Support at Cook, help rewrite and reorganize the content, and recreate the Field Guide into a searchable, clickable, and quickly referable resource for sales representatives. Additionally, I constructed a Customer Support Subsite that is housed in the company’s internal website. The Subsite allows Cook Sales Reps to access a digital platform that contains all needs ranging from Field Guide content, sales resources, and other support material.
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 environment alongside a very supportive team.
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. Along with 5 other team members, we collectively started Dawg Pack, a Butler based company that offers a Butler University themed fanny pack.The company was started with a simple idea: supply the demand. Trends and research in the most recent years have shown that purchases of fanny packs in the college aged student demographic have risen at noticeable rates. Specifically, Greek affiliated students share a large portion of that market. With more than 35% of Butler University's students being greek affiliated and the Butler Bookstore not offering any similar product, Dawg Pack was created.My responsibilities within the business were final revisions of business documents and overseeing business operations. In only six weeks, Dawg Pack sold out its inventory and earned over $2,000 in revenue.
Elkhart, In, Us
Organized cumulative shipment costs and verified invoices.
Chicago, Illinois, Us
Prepared information for IRS form 990's. Sampled spreadsheets of corporations for CAST (Centralized Audit Services Team).
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Daniel Asbury works for Pinecone.
Daniel Asbury is listed as Chief Technology Officer | Salesforce ISV Partner at Pinecone.
Daniel Asbury is based in Carmel, Indiana, United States while working with Pinecone.
Daniel Asbury has worked for Pinecone, Crown Haven Wealth Advisors, Rsi, Analytic.Li, and Butler University - Lacy School Of Business.
You can use AeroLeads to view verified contact signals for Daniel Asbury at Pinecone, including work email, phone, and LinkedIn data when available.
Daniel Asbury holds Bachelor'S Degree, Double Major In Finance And Management Information Systems from Butler University.
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