Summary
Overview
Work History
Education
Skills
Websites
Leadershipandextracurriculars
Timeline
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Daniel Schmader

South Portland,ME

Summary

Through my professional journey, I have honed a diverse set of skills that I believe are highly transferable to various work environments, enabling effective collaboration with clients and colleagues alike. My experience in an associate role at a prominent wealth management bank equipped me with the ability to think critically, analyze situations, and uphold a meticulous attention to detail. In the past five years, I have strategically directed my efforts towards cultivating my interpersonal skills. Within Foundation House, I have undertaken diverse roles spanning direct client care, clinical administration, and program management and development. Each position provided unique training opportunities, imparted invaluable personal lessons, emphasized the significance of self-reflection, and underscored the importance of a teachable mindset. These experiences, coupled with my unwavering commitment to continuous learning, position me to make meaningful contributions to your company's mission and objectives.

Overview

11
11
years of professional experience

Work History

Operating Director

Cornerstone Caregiving
06.2024 - Current
  • Planned and executed marketing strategy including in person outside sales and digital marketing strategy
  • Leveraged professional networks and industry knowledge to strengthen client relationships.
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Expanded into new markets, conducting thorough market analysis and establishing key local partnerships.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.

Program Director & Business Development/Admissions

Foundation House
09.2016 - Current
  • Collaborate with C-Suite executives to develop and implement a robust marketing strategy aligned with the company's vision for improved market positioning and increased revenue growth
  • Designed and implemented bi-coastal recruitment strategy, interfacing directly with clinical and administrative executives to identity patients for post-acute care
  • Cultivate and foster strategic relationships with private practice clinicians, detoxes, primary treatment providers, and educational consultants through targeted outreach efforts
  • Coordinate client verification of benefits (VOB), financial package, and travel logistics
  • Manage a personally developed experiential programming curriculum, laying out therapeutic frameworks and defining goals and roles to improve internal processes and quality improvement
  • Oversee budget preparation and management for all existing and prospective Foundation House programs, ensuring efficient allocation of resources
  • Assessed efficacy of programs to enhance treatment delivery
  • Demonstrate exceptional financial acumen in efficiently allocating resources, particularly in the recent expansion of treatment services at our Bethel, Maine property
  • Actively participate in stakeholder meetings to evaluate progress, make necessary adjustments, and align outreach strategies with organizational objectives
  • Organized and led multiple international trips utilizing comparable treatment modalities
  • Responsible for logistics, budget, and personnel

Associate Banker

Citibank Private Bank
07.2015 - 10.2015
  • Initiated client account opening procedures by providing comprehensive product documentation and instructions
  • Conducted meetings with clients to analyze and strategize family wealth management, financial objectives, and recommended appropriate products
  • Collaborated with clients to promptly resolve client and partnership management queries and concerns
  • Demonstrated accountability for obtaining and validating all essential client details to ensure compliance with KYC (Know Your Client) and Anti-Money Laundering regulations

Client Account Officer

Citibank Private Bank
06.2013 - 07.2015
  • Reviewed client and product documentation to ensure accurate and seamless client account openings
  • Oversaw and ensured compliance with regulatory and compliance requirements for client onboarding and account opening processes
  • Collaborated closely with the KYC 'Know Your Client' team, Anti-Money Laundering unit, and the financial intelligence unit to uphold Citibank's compliance responsibilities under the Dodd Frank Act
  • Provided valuable support to the Northeast Law Firm Group during law firm mergers, resulting in successful client acquisitions

Education

Master of Social Work - MSW Student

University of New England
Biddeford, ME
12.2024

Mental Health Rehabilitation Technician (MHRT) - graduate certificate program

University of Southern Maine
Portland, ME
07.2019

Bachelor of Arts - Political Science

College of the Holy Cross
Worcester, MA
05.2013

Skills

  • Strategic Planning
  • Verbal and written communication
  • People Management
  • Operations Management
  • Business Development
  • Partnerships and Alliances

Leadershipandextracurriculars

  • STRIVE, South Portland, ME, 05/2019, Present, Organize joint volunteer sessions with Foundation House residents and staff to maximize participation and engagement.
  • Maine Coastal Program, Portland, ME, 01/2017, 02/2020, Contributed to the preservation of Maine’s coastal shoreline and waterways monthly by organizing service events that focused on clean up, trail building, and erosion measurement.
  • Furniture Friends, Portland, ME, 06/2016, 12/2019, Volunteered monthly with local NPO, Furniture Friends, to provide household furniture to local Portland residents in need.
  • Holy Cross Men’s Varsity Lacrosse, Worcester, MA, 08/2009, 05/2013, NCAA Division I, Elected team captain for the 2012-2013 season., 2011/2012/2013 Patriot League Academic Honor Roll Recipient., Devoted over 35 hours per week to practice, weight training, travel, and games.

Timeline

Operating Director

Cornerstone Caregiving
06.2024 - Current

Program Director & Business Development/Admissions

Foundation House
09.2016 - Current

Associate Banker

Citibank Private Bank
07.2015 - 10.2015

Client Account Officer

Citibank Private Bank
06.2013 - 07.2015

Mental Health Rehabilitation Technician (MHRT) - graduate certificate program

University of Southern Maine

Bachelor of Arts - Political Science

College of the Holy Cross

Master of Social Work - MSW Student

University of New England
Daniel Schmader