Danielle Blackwell
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Danielle Blackwell Email & Phone Number

Executive Assistant to CEO and COO at T&B Planning, Inc.
Location: Irvine, California, United States 9 work roles 1 school
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Current company
Role
Executive Assistant to CEO and COO
Location
Irvine, California, United States

Who is Danielle Blackwell? Overview

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Danielle Blackwell is listed as Executive Assistant to CEO and COO at T&B Planning, Inc., based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Danielle Blackwell.

Danielle Blackwell previously worked as Executive Assistant to CEO & COO at T&B Planning, Inc. and Executive Assistant to Head of Consumer, Managing Director at D.A. Davidson Companies. Danielle Blackwell studied at Westlake Girls High School.

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T&B Planning, Inc.

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About Danielle Blackwell

Danielle Blackwell is a Executive Assistant to CEO and COO at T&B Planning, Inc..

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Danielle Blackwell's current company

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T&B Planning, Inc.
T&B Planning, Inc.
Executive Assistant to CEO and COO
Irvine, CA, US
AeroLeads page
9 roles

Danielle Blackwell work experience

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Executive Assistant To Ceo & Coo

Current

Irvine, California, United States

Executive Assistant to CEO, Tracy Zinn and COO, Nicole Morse.

Jan 2024 - Present

Executive Assistant To Head Of Consumer, Managing Director

Irvine, California, United States

Executive Assistant to Head of Consumer Managing Director and support to the Consumer Team.Key Responsibilities:- Provide support to Head of Consumer Managing Director, 5 Managing Directors and a team of 15 investment bankers in the consumer investment banking group, across 4 offices.- Calendar management for Head of Consumer and 5 Managing Directors, across multiple time zones.- Prioritize internal/external meeting requests, video calls and functions.- Arrange domestic and international travel, incl. flights, accommodation, meetings spaces, dinners, client meetings etc.- Reconcile and submit expenses for reimbursement, for consumer team using Concur.- Organize all aspects of offsite conferences and external meetings including securing space, catering, lodging, team events, transportation, and all correspondence.- Plan and execute offsite/multi-day holiday parties, retention events and client dinners.- Upkeep of CRM, execution of data capture and reporting processes.- Prepare client invoices.- Maintain department files and managing the record retention process to ensure compliance with industry regulations.- Internal intake, filing, document management, and distribution of confidential client information as part of client engagement process.

May 2022 - Dec 2023

Executive Assistant To Executive Vice President

Irvine, California, United States

Executive Assistant to Executive Vice President at E Mortgage Capital.Key Responsibilities:- Day-to-day scheduling and planning of VP calls and meetings and daily tasks- Point of contact and screen incoming calls for VP, assisting new sales calls and existing client- Recruitment process from advertising the vacancy, screening through all applicants and conducting first interviews and creating short list from VP- Reporting – Loans, status updates for current pipeline, commissions, funding- Completing new client applications, running credit reports, meeting loan application deadlines and submitting new files for disclosing- Back-up to disclosing – On request basis- Loan Processing – A to Z- ‘Clear to Close’ files – Arrange closing, locking of loans, schedule signings, facilitate with title company for closing docs and notary assigningInitiate funding of all Loans and facilitate commission for Loan Officers- Assisting Loan Officers with requests and tasks needed to complete and process- Daily errands and overall office support – Smooth running of the office, organize office events etc.

Jan 2021 - Apr 2022

Executive Assistant To Managing Director

Auckland, New Zealand

Executive Assistant to Managing Director, Vernon Lu and providing additional support to the Board, Auckland Leadership, Administration, IT and Marketing functions.Key Responsibilities:- Full secretarial support to Managing Director and providing additional support to the Board and Auckland Leadership- Diary, email and travel management- Prepare meetings, minutes and completing correspondence accordingly- Support Director in conducting research and discuss findings- Prepare board papers, tenders, reports, documents and presentations- Project work- Completing of Proposals - Ensure the Managing Directors day operates smoothly, efficiently and effectively- Handle confidential matters and information- Manage company Social Media pages

Mar 2018 - Dec 2020

Career Break

Supporting husbands basketball career overseas.

Sep 2017 - Mar 2018

Executive Assistant To Chief Operations Officer

Auckland, New Zealand

Executive Assistant to Josephine Kinsella, COO of Mike Pero Real Estate.Key Responsibilities:- Support the General Manager on a daily basis in all areas of the business- Support of the Management Team- Assist GM to establish and drive auction business, head office and support the auctioneer.- Organisation of training, company functions and monthly franchise meetings- Work alongside management to grow and develop new training modules and systems for the benefit and growth of the business- To co-ordinate travel requirements for the GM - Set-up daily schedule of calls and meetings - Administer Reports and particular systems - Reconcile expense accounts- Franchisees support and secretarial support services for salespeople- Help facilitate training and induction of new recruits, training of salespeople, franchisees and support personnel- Handle all bookings for office/administration support used by Franchisees/Sales People and record charges as appropriate- Travel alongside management when required to assist with training and support the management team.

Oct 2015 - Sep 2017

Executive Assistant To National Managers

Auckland, New Zealand

Executive Assistant to National Sales Manager, Client Development National Manager and Key Accounts National Manager.Summary of my Key Responsibilities are listed below.

Dec 2013 - Aug 2015

Personal Assistant To National Sales Manager

Auckland, New Zealand

Personal Assistant to the National Sales Manager for Bartercard NZKey Responsibilities:- To co-ordinate travel requirements for Exec. Team and all National Managers- Provide proactive diary requirements- Administer Reports and Particular Systems - Reconcile expense accounts- Ensure timely payment of Business Developers, Appointment Makers, Sales Trained Employee's & Independent Contractors- Co-ordinate incentive competitions, rewards & recognitions- Provide administrative assistance- Coordinate training requirements - Company Social Media updates for all aspects of the business- Any other duties as required by Bartercard Management

Sep 2013 - Dec 2013
1 education record

Danielle Blackwell education

  • Westlake Girls High School
    Westlake Girls High School
FAQ

Frequently asked questions about Danielle Blackwell

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What company does Danielle Blackwell work for?

Danielle Blackwell works for T&B Planning, Inc..

What is Danielle Blackwell's role at T&B Planning, Inc.?

Danielle Blackwell is listed as Executive Assistant to CEO and COO at T&B Planning, Inc..

Where is Danielle Blackwell based?

Danielle Blackwell is based in Irvine, California, United States while working with T&B Planning, Inc..

What companies has Danielle Blackwell worked for?

Danielle Blackwell has worked for T&B Planning, Inc., D.A. Davidson Companies, E Mortgage Capital, Inc., Octa Project Management, and Overseas.

How can I contact Danielle Blackwell?

You can use AeroLeads to view verified contact signals for Danielle Blackwell at T&B Planning, Inc., including work email, phone, and LinkedIn data when available.

What schools did Danielle Blackwell attend?

Danielle Blackwell studied at Westlake Girls High School.

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