Shauna Calvert
Morgan Orthodontics
Grandview,TX
1
Certification
25
years of professional experience
Highly Skilled orthodontic assistant, offering 25 years of hands-on clinical expertise paired with proven secondary track record in consultive sales and relationship management. Possesses unparalleled understanding of chairside workflows, laboratory appliances and the daily operational challenges faced by orthodontists. Uniquely positioned to build instant peer-to-peer credibility with clinicians, handle complex technical objections and drive product adoption from a clinician's perspective. Commercially driven professional skilled in pipeline management, cold prospecting and customer retention developed through successful sales experience in insurance and direct-selling industries.
Work History
Venue Manager
11 Months- Managed daily venue operations, delivering seamless event execution and guest satisfaction.
- Developed and implemented operational procedures to enhance efficiency and reduce costs.
- Trained and mentored staff on best practices for customer service and event management.
Lead Orthodontic Assistant
2 Years 10 Months- Led orthodontic team in implementing patient care protocols, enhancing overall treatment efficiency.
- Trained new staff on clinical procedures and equipment usage, fostering a knowledgeable workforce.
- Developed and maintained positive patient relationships, improving satisfaction and retention rates.
- Streamlined appointment scheduling processes, reducing wait times and optimizing workflow efficiency.
- Visited referring offices monthly to keep relationships current and scheduled lunch and learns per as needed.
Life Insurance Agent
1 Year- Conducted comprehensive needs assessments to identify appropriate coverage solutions.
- Educated clients on policy options, benefits, and coverage details.
- Cultivated strong relationships with clients to enhance trust and loyalty.
- Coordinated client follow-ups to ensure satisfaction and retention of policies.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
Orthodontic Assistant
3 Years 9 Months- Assist orthodontist in all procedures, proficient in archwire coordination/bending, responsible for case setup and submission for all Suresmile patients
- Proficient in itero scanning, Easy RX software, Suresmile software and Dolphin Management Software, i-Cat X-rays, 3D model printing and fabrication of in-house aligners through ULAB software
- Scheduled appointments, managed phone inquiries, coordinated new patient intakes, and explained treatment plans in detail to enhance patient understanding for a very strong new patient acceptance
- Promoted office services on Facebook to engage potential clients., Instagram, monthly office murals on the chalkboard wall
- Scheduled and coordinated lunch and learns with referring offices.
Owner/Executive Chef
11 Years- Coordinated catering operations, controlling labor and food costs while overseeing preparation, transportation, setup, and cleanup for all events to ensure seamless execution.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Created customized catering menus aligned with client preferences and dietary requirements to enhance client satisfaction.
- Developed customized catering menus based on client preferences and dietary requirements.
- Planned and confirmed orders and requirements for each event through direct client communication to ensure accuracy.
- Oversaw financial aspects of the business, including budgeting and financial reporting, to ensure fiscal responsibility and transparency.
Orthodontic Assistant
3 Years 2 MonthsOrthodontic Assistant
8 Years 7 MonthsOrthodontic Assistant
8 Years 6 MonthsEducation
- Savory Cooking
- Accounting
High School Diploma
Skills
Clinical procedures expertise
Consultative B2B Selling
Lead Generation & Prospecting
Relationship & Account Retention
Product Demonstrations
CRM Data Management
Patient records management
Clinical documentation
HIPAA compliance
Patient communication
Oral hygiene training
Team leadership
Relationship building
Personnel management
Writing and verbal communication
Event promotion
Certification
- Registered Dental Assistant (RDA)
- CPR Healthcare Certification
- Food Handlers Permit
- TABC license
- General Lines Agent Life, Accident, Health and HMO
Timeline
Venue Manager
Five Oaks Farm
09.2025 - CurrentRead More
Lead Orthodontic Assistant
Morgan Orthodontics
10.2023 - CurrentRead More
Life Insurance Agent
Symmetry Financial Group
09.2023 - 09.2024Read More
Orthodontic Assistant
Dr. Rick Herrmann Orthodontics
01.2020 - 10.2023Read More
Orthodontic Assistant
Kuperman Orthodontics
11.2015 - 01.2019Read More
Orthodontic Assistant
Dr. Moody Alexander
06.2010 - 01.2019Read More
Owner/Executive Chef
Delectable-Dish Catering Service
01.2010 - 01.2021Read More
Orthodontic Assistant
Dr. Clay Ellis/Dr. Jarom E. Sauble
12.2001 - 06.2010Read More
Joshua High School
High School Diploma
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Hill College
from Accounting
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Culinary School of Fort Worth
from Savory Cooking
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