Founder, Ceo
Current
Klein Strategies
Sep 2024 - Present
AeroLeads people directory · profile
Dana Klein Email & Phone Number
Ethical Influence Professional | Helping Organizations Apply Behavioral Science Responsibly | Cialdini Certified Persuasion Coach | Negotiations Coach and Consultant I Expert in Client Experience | Keynote Speaker
at
Klein Strategies
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Klein Strategies
Role
Ethical Influence Professional | Helping Organizations Apply Behavioral Science Responsibly | Cialdini Certified Persuasion Coach | Negotiations Coach and Consultant I Expert in Client Experience | Keynote Speaker
Location
Charlotte, North Carolina, United States
Who is Dana Klein? Overview
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Quick answer
Dana Klein is listed as Ethical Influence Professional | Helping Organizations Apply Behavioral Science Responsibly | Cialdini Certified Persuasion Coach | Negotiations Coach and Consultant I Expert in Client Experience | Keynote Speaker at Klein Strategies, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Dana Klein.
Dana Klein previously worked as Founder, CEO at Klein Strategies and Vice President, Sales Strategy and Planning at American Beacon Advisors. Dana Klein studied at The George Washington University.
Profile bio
About Dana Klein
Navigate Through Challenges.For over 30 years, I have leveraged Dr. Robert Cialdini’s influence principles to excel in selling and marketing financial products. Now a Cialdini Institute Partner and Certified Coach, with certification in negotiating from The Wharton School, I share proven expertise through innovative programs and captivating presentations applying behavioral science, influence strategies, and ethical persuasion techniques. Renowned for blending life skills with actionable strategies, I empower professionals and individuals to succeed in business and personal endeavors.These workshops enable participants to internalize and apply demonstrated techniques in real time to close deals, bolster sales, and improve nearly all interpersonal exchanges. I can also deliver these presentations to the firm’s clients, empowering sales teams to reinforce these learned principles and ensuring a value chain that fosters more durable business relationships.
Current workplace
Dana Klein's current company
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Klein Strategies
10 roles · 45 years
Dana Klein work experience
A career timeline built from the work history available for this profile.
Vice President, Sales Strategy And Planning
Jun 2012 - Sep 2024
Vp, Sales Strategy And Planning
2012 - 2016
~4 yrs
Vp, Sales Strategy And Planning
Jun 2012 - Sep 2024
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.
Apr 2011 - Jun 2012
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.
Nov 2004 - Mar 2011
Director, Strategic Marketing
Bank Of America Capital Management
2002 - 2004
~2 yrs
Regional Vice President
Schwab Institutional
2000 - 2002
~2 yrs
Vice President,
Van Kampen Investments
1990 - 2000
~10 yrs
Regional Womba Z
Chrysler Corporation
1981 - 1983
~2 yrs
2 education records
Dana Klein education
Education record
The George Washington University
Negotiations
The Wharton School
FAQ
Frequently asked questions about Dana Klein
Quick answers generated from the profile data available on this page.
What company does Dana Klein work for?
Dana Klein works for Klein Strategies.
What is Dana Klein's role at Klein Strategies?
Dana Klein is listed as Ethical Influence Professional | Helping Organizations Apply Behavioral Science Responsibly | Cialdini Certified Persuasion Coach | Negotiations Coach and Consultant I Expert in Client Experience | Keynote Speaker at Klein Strategies.
Where is Dana Klein based?
Dana Klein is based in Charlotte, North Carolina, United States while working with Klein Strategies.
What companies has Dana Klein worked for?
Dana Klein has worked for Klein Strategies, American Beacon Advisors, Resolute Investment Managers (Parent Company Of American Beacon Advisors), Destra Capital, and Janus Capital Group.
How can I contact Dana Klein?
You can use AeroLeads to view verified contact signals for Dana Klein at Klein Strategies, including work email, phone, and LinkedIn data when available.
What schools did Dana Klein attend?
Dana Klein studied at The George Washington University.
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