Daniel Shanklin Email & Phone Number

Boone, NC, US

We bring AI and machine learning into businesses to improve their bottom line.Multi-strategy AI firm and incubator.

Chicago, IL, US

Data marts, data quality algorithms, statistical models, Monte Carlo simulations, client data consulting, and automation for hospitals and health systems.Full-stack Analytics engineering, product design, development, implementation, and customer deliveryTech: Snowflake, Python, Tableau, T-SQL, Power BI, Excel, JavaScript, Streamlit, scikit-learn.

• Howjadoo tells data stories with custom Power BI and Excel dashboards, and helps customers make more informed, data-driven decisions.Data quality and data management consulting (SQL Server), Azure Cloud and Power BI.
• Build end-to-end ETL solutions in Azure, Python, Power BI, and Excel for commercial real estate client with 5,000 apartment units. Create new reporting, KPIs, and analysis capabilities in Power BI
• Build and enhance automated systems for P&L, pricing, risk analysis, accounting, and reporting for bank and hedge fund
• Automate weekly data refreshes and historical snapshots to reduce Azure resource usage by more than 80%

Short-term rentals in the mountains of North Carolina

Tampa, Florida, US

• Data conversions between CRMs for many medium-to-large non-profits, including a Top 15 non-profit
• Planned large conversions (>5 million contacts) with non-profit clients and project managers, analyzed source and destination CRMs, and converted/cleaned data in SQL Server and Azure
• Reduced contact duplicates by 85% for a large non-profit conversion client by authoring score-based graph algorithms in SQL Server and Python
• Automated QC email reporting in Civic Analytics using Python workflows, reducing manual post-conversion clean-up tasks in Salesforce by 80%
• Experience in a variety of non-profit CRM data groups: general ledger accounting, events, donations, contact info, aliases, email and physical mail marketing metrics
• Non-profit CRMs: Salesforce Non-profit Success Pack (NPSP), Blackbaud Raisers Edge (Classic and NXT), NationBuilder, Salsa Engage, MailChimp, EveryAction, Neon CRM

• Built dashboards in Google Data Studio, Excel, and Power BI to assess the company’s past profitability (>100,000 entertainment tickets purchased) and forecast future profitability for entertainment tickets based on US.
• Built Chrome browser add-ins using JavaScript for our ticket buyers; enhanced 3rd party websites like Ticketmaster and Live Nation for faster and more informed ticket purchases
• Development, planning, and algorithm-writing to increase sales by automatically repricing inventory of entertainment tickets listed on StubHub and Vivid Seats using a custom in-house C#.NET cloud application..

Fort Worth, Texas, US

• Voted firmwide “Employee of the Month” seven times
• Front-office contact responsible for Wall Street relationships (phone, sporting events, dinners), and evaluating/analyzing contract terms across a variety of investment banking products
• One of five traders responsible for trading and pricing the firm’s portfolio (>$3 billion gross assets) of public and private equities, convertible bonds, high-yield and investment-grade debt, sovereign debt, leveraged.
• Fundamental and technical trade modeling (simulations) in Excel and SQL Server
• Technical consultant for the firm’s portfolio managers: spreadsheets, charts, and pivot tables to analyze fundamental capital structure long/short trades, credit models, and macro events
• Unified data between various internal systems, such as Bloomberg, GL (accounting), broker and bank data, internal proprietary databases, and custom Excel files

Fort Worth, Texas, US

• Enhanced spreadsheet QC for equity swaps, resulting in a $300k remediation/recovery of swap interest
• Built cloud-based audit confirmation management system in EMC, reducing Deloitte’s annual audit confirmation process for our firm down from 2 to 3 weeks to just one week
• Closed books for onshore and offshore entities and subsidiaries; managed and forecasted cash and capital balances; managed financing and margin analysis and reporting for stocks, bonds, derivatives, bank loans, real.
• Automated reporting for positions, trades, P&L, SEC compliance, and cash reconciliation processes within Excel using VBA and SQL, reducing manual touch points and errors

Postgraduate Degree, Machine Learning: From Data To Decisions

Postgraduate Degree, Ai With Deep Learning

Postgraduate Degree, Post-Graduate Program In Data Science & Business Analytics

Bba, Finance

Education record