Dana Klein

Dana Klein

Regional Womba Z

Followers of Dana Klein1000 followers
location of Dana KleinCharlotte, North Carolina, United States

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  • Timeline

  • About me

    Influence Better. Negotiate Smarter | Cialdini Certified Persuasion Coach | Negotiations Coach and Consultant I Expert in Client Experience | Keynote Speaker

  • Education

    • The Wharton School

      2006 - 2006
      Negotiations

      Certification, Art and Science of Negotiation

    • The George Washington University

      -
  • Experience

    • Chrysler Corporation

      Jan 1981 - Jan 1983
      Regional Womba Z
    • Van Kampen Investments

      Jan 1990 - Jan 2000
      Vice President,
    • Schwab Institutional

      Jan 2000 - Jan 2002
      Regional Vice President
    • Bank of America Capital Management

      Jan 2002 - Jan 2004
      Director, Strategic Marketing
    • Janus Capital Group

      Nov 2004 - Mar 2011
      Executive Director

      Originated and managed a special unit of sales and marketing professionals dedicated to developing and delivering distinctive multi-media content and programs for Janus’ sales force and financial advisers to enhance Janus' brand and position sales teams to deepen client relationships by offering more than investment products.

    • Destra Capital

      Apr 2011 - Jun 2012
      Chief Marketing Officer

      Dana is the creative force behind Destra’s messaging and branding bringing a unique combination of financial insight and practical experience to communicating the Firm’s unique products and services.

    • American Beacon Advisors

      Jan 2012 - Sept 2024
      • Vice President, Sales Strategy and Planning

        Jun 2012 - Sept 2024
      • VP, Sales Strategy and Planning

        Jan 2012 - Jan 2016
    • Resolute Investment Managers (parent company of American Beacon Advisors)

      Jun 2012 - Sept 2024
      VP, Sales Strategy and Planning
    • Klein Strategies

      Sept 2024 - now
      Founder, CEO
  • Licenses & Certifications

    • Cialdini Certified Professional

      Cialdini Institute
      Jul 2023
      View certificate certificate
    • Cialidini Certified Influence Coach

      Cialdini Institute
      Aug 2023