Dana Klein

Dana Klein brings over 30 years of experience as a trusted advisor to professionals. Dana designed and delivered keynotes and workshops, sales training, and strategic plan improving client experience, sales, and marketing success to organizations including Merrill Lynch, Bank of America, Morgan Stanley, Invesco, and Janus Henderson. 

His presentations and workshops are beyond informative, with engaging, interactive participation that gets audiences involved from the start. He enthusiastically customizes his content to the needs of each client to provide optimal results. Dana is a trusted advisor to Individuals and teams looking to excel in this competitive environment.