AeroLeads people directory · profile
Dan Steiner Email & Phone Number
Senior Director, Product Management, Sales Enablement (Salesforce)
at
First Republic Bank
1 work email found
@firstrepublic.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Director, Product Management, Sales Enablement (Salesforce)
Location
New York City Metropolitan Area, United States, United States
Who is Dan Steiner? Overview
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Quick answer
Dan Steiner is listed as Senior Director, Product Management, Sales Enablement (Salesforce) at First Republic Bank, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at firstrepublic.com and a matched LinkedIn profile for Dan Steiner.
Dan Steiner previously worked as Senior Director, Product Management, Sales Enablement, Wealth Management at J.P. Morgan and Senior Product Manager, Global Marketing Platforms (Salesforce) at American Express. Dan Steiner holds Mba, Marketing, Information Systems from Fordham Gabelli School Of Business.
Company email context
Email format at First Republic Bank
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{first_initial}{last}@firstrepublic.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dan Steiner. Compare company email patterns before reaching out.
Profile bio
About Dan Steiner
Results-driven and innovative digital product leader with a track record of discovering and delivering new products that drive organizational success. Combining technical expertise with a deep understanding of business objectives, I have successfully led cross-functional teams in developing and launching high-impact digital products that optimize sales processes, enhance customer experiences, and drive revenue growth.
Listed skills include Leadership, Public Speaking, Research, Crm, and 11 others.
Current workplace
Dan Steiner's current company
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6 roles · 13 years
Dan Steiner work experience
A career timeline built from the work history available for this profile.
Senior Director, Product Management, Sales Enablement, Wealth Management
- Retained by J.P. Morgan to maintain, integrate and decommission First Republic Wealth Management digital sales capabilities and capture $100B+ in assets from the acquisition while reducing unnecessary go-forward costs
- Delivered Salesforce data migration effort to provide heritage First Republic client information to transitioned J.P. Morgan Wealth teams, enabling decommission of heritage First Republic Salesforce and $5M in annual.
- Introduced prototyping techniques to quickly identify system impacts and remove unnecessary Salesforce vendor packages, saving $750K annually
2023 - 2024
~1 yr
Senior Director, Product Management, Sales Enablement (Salesforce)
- Established prioritization process to identify and deliver over thirty capability improvements – a 90%+ increase YoY – driving revenue and cost savings by reducing account opening time
- Removed Funding Task to reduce account opening time by 25%, driving revenue and cost savings
- Decreased request response times by over sixty percent through deployment of case management and request tracking capabilities, driving compliance and operational efficiency while reducing servicing costs and.
2022 - 2023
~1 yr
Senior Product Manager, Global Marketing Platforms (Salesforce)
- Rolled out integrated, enterprise-grade B2B appointment scheduler enabling Early Tenure Account Development teams to improve performance by over 200% and more efficiently drive revenue growth
- Increased sales channel efficiency by 100% with new marketing intelligence capability, driving revenue growth through adoption of marketing insights
- Reduced time-to-market for new sales campaigns from months-to-days, driving cost savings and revenue growth
2018 - 2022
~4 yrs
Product Manager, Salesforce.Com And Crm
- Removed 80k duplicate leads and deployed prevention measures, saving time and driving growth for sales
- Decreased delivery time by six months for lead de-duplication by identifying an appropriate vendor vs. custom solution
- Rolled out vendor solution for lead de-duplication resulting in $1.1M one-time and $650K annual savings
2015 - 2017
~2 yrs
Member Development (Revenue Operations) Analyst
- Delivered custom campaign tracking to track marketing effectiveness and growth
- Established and rolled out data quality standards to enable data-driven sales and marketing strategies
- Implemented integration between client-facing digital properties and Salesforce.com to improve client experience
2013 - 2015
~2 yrs
3 education records
Dan Steiner education
Mba, Marketing, Information Systems
Fordham Gabelli School Of Business
Master Of Science (Ms), Information Systems
Fordham Gabelli School Of Business
Bachelor Of Arts, Political Science
Suny Geneseo
FAQ
Frequently asked questions about Dan Steiner
Quick answers generated from the profile data available on this page.
What company does Dan Steiner work for?
Dan Steiner works for First Republic Bank.
What is Dan Steiner's role at First Republic Bank?
Dan Steiner is listed as Senior Director, Product Management, Sales Enablement (Salesforce) at First Republic Bank.
What is Dan Steiner's email address?
AeroLeads has found 1 work email signal at @firstrepublic.com for Dan Steiner at First Republic Bank.
Where is Dan Steiner based?
Dan Steiner is based in New York City Metropolitan Area, United States, United States while working with First Republic Bank.
What companies has Dan Steiner worked for?
Dan Steiner has worked for First Republic Bank, J.P. Morgan, American Express, American Express Corporate Payments, and G100 Network.
How can I contact Dan Steiner?
You can use AeroLeads to view verified contact signals for Dan Steiner at First Republic Bank, including work email, phone, and LinkedIn data when available.
What schools did Dan Steiner attend?
Dan Steiner holds Mba, Marketing, Information Systems from Fordham Gabelli School Of Business.
What skills is Dan Steiner known for?
Dan Steiner is listed with skills including Leadership, Public Speaking, Research, Crm, Social Media, Project Management, Salesforce.Com, and Web Analytics.
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