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 and his team focus to significantly save clients time and money while using cutting-edge AI technology to find highly qualified candidates.

  • Dan is also an Adjunct Professor of Marketing at Long Island University - LIU College of Management.

  • He was a Senior Practice Management Consultant for TD Ameritrade Institutional, where he assisted on the creation of customized content.

  • He also served as Senior Vice President of Merrill Lynch, where he provided marketing and business development support and coaching to financial advisors.

  • Dan also worked as Field Vice President for Ameriprise Financial, Senior Vice President for Wells Fargo, and Branch Manager for Prudential.

  • Dan holds an MBA in Ethical Leadership from Marist College, and a BA in History and Philosophy from Long Island University.

Dan Klein's Licenses & Certifications

  • Certified Professional Coach, University of Miami

  • ACC Designation, International Coach Federation

  • Certified Financial Services Coach, ClientWise