Dana Klein

Regional Womba Z

1000 followers

Charlotte, 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
- Cialidini Certified Influence Coach
  Cialdini Institute
  Aug 2023