Dan Klein

Dan Klein

Formal First Name

Dan Klein is the President and Chief Executive Officer of Sage Marketing and Sage Staffing, a firm providing turn-key branding and digital marketing support for small businesses and entrepreneurs. Sage Marketing is a comprehensive coaching and marketing resource for individuals and businesses who are looking to grow, equipping you with an entire marketing team and comprehensive support to help you compete for new business. With more than 25 years of experience working in the financial services industry, Dan has worked with thousands of financial advisors all around the country, helping them grow their businesses within the warehouse and RIA channels. Dan possesses a demonstrated history of working in the marketing, sales, and advertising industries. He is a strong business development professional with a passion for helping other entrepreneurs through coaching.

Professional Experience

Academic History

Dan Klein's Licenses & Certifications