Danielle White
Chief Executive Officer at Myriad Advisor Solutions- Claim this Profile
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Experience
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Myriad Advisor Solutions
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United States
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Business Consulting and Services
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1 - 100 Employee
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Chief Executive Officer
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Jan 2023 - Present
Waukee, Iowa, United States Danielle White, CEO of Myriad Advisor Solutions, has been with the firm since 2009. She uses her experience in the financial services industry and business arena to lead a team of approximately 50 as they seek to provide a broad array of all-encompassing, premier solutions for small business owners who, like Myriad, are always seeking to become more efficient, effective, and profitable. White’s passion is educating and empowering small business owners across the nation, helping them to… Show more Danielle White, CEO of Myriad Advisor Solutions, has been with the firm since 2009. She uses her experience in the financial services industry and business arena to lead a team of approximately 50 as they seek to provide a broad array of all-encompassing, premier solutions for small business owners who, like Myriad, are always seeking to become more efficient, effective, and profitable. White’s passion is educating and empowering small business owners across the nation, helping them to achieve their goals by alleviating the operational demands and challenges that new and growing businesses invariably face. While the company’s focus has been primarily on supporting breakaway brokers as they move toward independence and independent financial advisors as they seek to scale and grow, Myriad also works with a short list of other types of businesses on an individual needs-and-interests basis. In addition to her responsibilities at Myriad, White is a proud member of The Association of Accredited Small Business Consultants®, a think-tank, designed to share best practices for businesses in order to continually enhance the client experience. She is also heavily involved with Entrepreneur’s Organization (EO Iowa Chapter). Through these and other outlets, she is able to hone and provide a wide breadth of knowledge in business operations: everything from technology and marketing to human resources and telecommunications, all in an effort to help small business owners and breakaway financial advisors succeed in uncertain markets and an ever-changing business landscape.
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Chief Operating Officer
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Jan 2019 - Jan 2023
Clive, IA Co-Owner at Myriad Advisor Solutions facilitating operations, client engagement and new strategic relationships. Looking to network and create long-lasting working relationships.
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Vice President & Director of Marketing
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May 2017 - Dec 2018
Des Moines, Iowa Area
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Senior Business Launch Advisor
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Mar 2014 - Apr 2017
Clive, IA Myriad membership administration and related projects Invoice Management Strategic Partner Liaison Website Administration and leadership on the creation of the new website Client On-boarding and Facilitation
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Marketing and Research Specialist
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Jul 2012 - Mar 2014
Des Moines, Iowa Area Creating and Maintaining Blogs Membership Creation and Retention Creating and sending email marketing pieces Website Administration and leadership on the creation of the new website Establishing a Social Media presence Researching target market contact information Salesforce database administration and reports Sending and tracking Navigator program forms Create webinars and video tutorials
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Continuum Advantage
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United States
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Human Resources Services
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1 - 100 Employee
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Founder & Owner
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Jan 2016 - Present
Waukee, Iowa, United States Founder and Owner of the Human Resource and Benefits solutions provider for small businesses. Started Continuum Advantage as a product offering under Myriad Advisor Solutions and due to the great success, we have developed the brand into its own entity as of January 2020. Looking to network and develop professional relationships.
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Sichuan International Studies University
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China
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Higher Education
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1 - 100 Employee
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Advertising and Journalism Professor
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Jun 2011 - Jun 2012
Chongqing, China Classes taught include Research on Advertising, Media Studies of Advertising Specialized English of Broadcasting & TV, and Specialized English of Journalism to junior students. Develop curriculum on journalism and advertising techniques for English as a Second Language students. Private English Language and Oral English Tutor Established exchange program between SISU and Drake University
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Marketing Intern
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May 2010 - Sep 2010
Organize and manage our production schedule. Maintain connections and coordinate media planning. Have extensive use and background with salesforce.com as well as use of Marketo.
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Sullivan & Ward, P.C.
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United States
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Law Practice
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1 - 100 Employee
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Courier
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Aug 2009 - Mar 2010
Des Moines, Iowa Area Assisted with the inventory of supplies and equipment Assisted with filing and retrieving important documents Managed time effectively and provided service on schedule Distribution and pick-up of parcels locally
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Des Moines Radio Group
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United States
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Broadcast Media Production and Distribution
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1 - 100 Employee
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Marketing Intern
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May 2009 - Aug 2009
Des Moines, Iowa Area Construct press releases for various events Organize and conduct broadcast remotes Demonstrated organizational efficiencies via Excel, Word, PowerPoint and Access Programs
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Intern
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Oct 2007 - Jul 2009
Des Moines, Iowa Area Evaluated student organization approval and complaints Helped organize student bus trips to athletic events Recorded minutes during all regular meetings
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Des Moines Embassy Club
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United States
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Hospitality
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Event Specialist
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Apr 2007 - Oct 2008
Des Moines, Iowa Area Experience working with diverse public in areas of sales and services Ability to multi-task and work under pressure with ease Ensured accurate and timely delivery for all assigned catering events and orders
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Education
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Drake University
Bachelor of Business Administration (BBA), Marketing & Advertising -
Makerere University