Dana Klein has an impressive track record spanning more than thirty years in financial services. Currently living in Charlotte, NC, he specializes in creating and delivering programs and workshops that give salespeople, marketers, and their clients a competitive advantage. Renowned for his innovative programs and presentations, he imparts specific strategies and tactics and invaluable life skills that can be applied professionally and personally.

Dana redefines value in his presentations and workshops by focusing on "learning by doing" with personalized participant engagement. Known for his high energy, enthusiastic approach, he combines industry knowledge with actionable insights in his workshops and presentations that don’t just teach skills; they embed them through his presentations with real-world interactive role plays and style diagnostics, providing participants with insights, empowering participants to add value in their professional and personal interactions by delivering a superior client experience.

In addition to his years of experience delivering keynotes and workshops to thousands of participants, Dana’s credentials include certifications as a Cialdini Influence Coach and advanced negotiation training from the Wharton School at the University of Pennsylvania. These qualifications underpin his ability to teach others how to apply real-time ethical persuasion and negotiation techniques to build durable client relationships, close deals, and create lasting value.

Growing up on a lake in New Jersey, Dana has been an avid lifelong sailor and is excited about all things water. Dana and his wife Mary live in Charlotte, NC, and have two daughters who have left the nest, both currently thriving in Washington, DC.