Daniel Asbury Email and Phone Number
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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Chief Technology Officer (Cto)Pinecone Jan 2021 - PresentCarmel, 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 -
Chief Technology Officer (Cto)Crown Haven Wealth Advisors Jan 2021 - PresentCarmel, 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 -
Associate ConsultantRsi Jun 2019 - Dec 2020Pembroke, 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 -
Business Administration InternAnalytic.Li Jan 2019 - May 2019Fishers, 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 -
Management Information Systems TutorButler University - Lacy School Of Business Aug 2017 - May 2019Indianapolis, Indiana, Us -
Customer Support InternCook Medical May 2018 - Aug 2018Bloomington, 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. -
Customer Service Sales SpecialistDometic Jun 2017 - Aug 2017Solna, Stockholm, SeWorked 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 OfficerDawg Pack Aug 2016 - Dec 2016Chief 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.
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Accounts Payable ClerkForest River Inc. Jul 2015 - Aug 2016Elkhart, In, UsOrganized cumulative shipment costs and verified invoices. -
InternCrowe Horwath Llp Sep 2014 - May 2015Chicago, Illinois, UsPrepared information for IRS form 990's. Sampled spreadsheets of corporations for CAST (Centralized Audit Services Team).
Daniel Asbury Education Details
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Butler UniversityDouble Major In Finance And Management Information Systems -
University College DublinGeneral -
Elkhart Memorial High SchoolCore 40 With Honors
Frequently Asked Questions about Daniel Asbury
What company does Daniel Asbury work for?
Daniel Asbury works for Pinecone
What is Daniel Asbury's role at the current company?
Daniel Asbury's current role is Chief Technology Officer | Salesforce ISV Partner.
What schools did Daniel Asbury attend?
Daniel Asbury attended Butler University, University College Dublin, Elkhart Memorial High School.
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