Dayna Kleinman Email & Phone Number
Managing Director, Head of US Wealth @ Sagard Holdings
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Dayna Kleinman Location
- Chicago, IL, US
Dayna Kleinman Work
- Managing Director, Head of US Wealth @ (December 2025 - Present)
- Head of Strategic Marketing - Wealth Solutions @ (October 2025 - December 2025)
- Managing Director and Head, Business Development - Wealth Management Solutions @ (May 2022 - October 2025)
- Managing Director, Marketing and Investor Relations @ (February 2020 - May 2022)
- Director, Key Accounts Relationship Manager | Sr. Product Manager - Alternative Investments @ (August 2009 - February 2020)
- Fixed Income Portfolio Manager @ (July 2002 - August 2009)
- Regional Manager Municipal Bond Marketing @ (July 1999 - December 2001)
Dayna Kleinman Education
- DePaul University
Master of Business Administration (MBA) (Marketing)
1999-2001 - Ithaca College
Bachelor of Science (BS) (Marketing)
1989-1993
Dayna Kleinman Skills
- Alternative Investments
- Private Credit
- Portfolio Management
- Product Management
- Financial Services
- Fixed Income
- Bonds
- Structured Products
- Product Marketing
- Business Development
- Financial Advisory
- Financial Planning
- Investments
- Financial Analysis
- Strategic Financial Planning
- Marketing Strategy
- Sales
- Asset Management
- Product Development
- Wealth Management
- Hedge Funds
- Asset Allocation
- Strategy
- Series 7
- Public Speaking
- Employee Training
- Business Relationship Management
- Management
- Series 24
- Series 31
- Series 65
- FINRA
- Series 3
- Financial Modeling
- New Business Development
- Derivatives
- PowerPoint
Dayna Kleinman Summary
- Dayna Kleinman, based in Chicago, IL, US, is currently a Managing Director, Head of US Wealth at Sagard. Dayna Kleinman brings experience from previous roles at Monroe Capital LLC and Robert W. Baird & Co.. Dayna Kleinman holds a 1999 - 2001 Master of Business Administration (MBA) in Marketing @ DePaul University. With a robust skill set that includes Alternative Investments, Private Credit, Portfolio Management, Product Management, Financial Services and more. Dayna Kleinman has 3 emails and 2 mobile phone numbers on RocketReach.
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