Danielle Conrad, Ms Email & Phone Number

Jenks, OK, US

DNC Consulting LLC is a company that provides virtual executive assistant services to executives and companies in Northeast Oklahoma. We offer expertise in organizing the unorganized and the time management challenge. We are primarily focused on accounting, quick books, event planning, and calendar management.Accounting: Oversee financial operations.

• Contract – Operational oversight of staff, outreach and dialysis clinics
• Led process improvement initiatives to increase staff productivity, resulting in 25% increase in patient volume seen in clinic setting
• Liaison between the physicians, mid level practioners and staff
• Responsible for staff activities including hiring, disciplinary action, termination, team building and increase in morale
• Initiated new payroll procedures including streamlining CME tracking and owner distribution payments.
• Oversaw EMR transition from Cerner to Acumen, including staff training, billing support and implementation

Tulsa, OK, US

• Ensured high client service and accuracy for three administrative support team members to six Certified Financial Planners
• Assisted with onboarding of new clients with financial needs, including trusts, UTMA, and retirement accounts
• Client base of over 500 clients
• Assisted with uploading over 4000 files to ensure proper placement of documents
• Performed monetary transactions, as well as written correspondence, ensuring the highest confidentiality

• Foster a positive and supportive work environment, promoting open communication and collaboration among team members.
• Continuously evaluate and refine processes to ensure they remain effective and efficient
• Develop and implement process improvement initiatives to optimize efficiency and productivity
• Manage conflict and resolve disputes, promoting positive relationships and effective teamwork
• Continuously evaluate team dynamics and make adjustments as needed to ensure that the team is functioning effectively and efficiently.

Tulsa, Oklahoma, US

• Committed to providing the foundation for a lifetime of healthy smiles and encouraging a healthy, active lifestyle.
• Actively taught children positive dental habits and prevent oral disease.
• Guided, comforted, and supported each child through tenderness and love.
• Exceeded expectations of every family served by going above and beyond.
• Prioritized tenderness and love in every interaction to create a safe and comfortable environment for young patients.
• Aspired to make a profound impact on the lives of every family touched, through exceptional care that went above and beyond expectations.

Tulsa, Oklahoma, US

• Reported to chairman/CEO
• Provided executive support to 15 employees resulting in increased productivity and time by 30%
• Co-planned a monthly luncheon for 100-150 guests, including vetting speakers which provided valuable networking opportunities resulting in increased engagement and loyalty among clients and partners.
• Managed cash management services including remote deposit capture, and merchant services.
• Main point of contact for high net worth deposit clients
• Coordinated travel arrangements, correspondence

Jefferson City, Missouri, US

• Schedule appointments, meetings, and conference calls for executives and commercial loan officers, using various software tools and applications.
• Conduct detailed financial analysis of potential commercial loan applicants, including reviewing financial statements, cash flow projections, and credit reports.
• Provide exceptional customer service to commercial loan clients, answer questions, address concerns, and ensure a positive banking experience.

Master Of Science - Ms, Strategic Leadership

Bachelor Of Science (Bs), Organizational Management And Ethics

Associates, Psychology

Education record

Education record