Daniel Stein
Key Account Director at AlphaSense
- Role
- Key Account Director, Financial Services at AlphaSense
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Daniel Stein
As an Account Director at AlphaSense, I leverage my MBA in Finance and my sales expertise to help the world\'s leading companies and financial institutions access and analyze a vast universe of public and private content. My mission is to enable smarter business decisions by delivering actionable insights powered by AI-based technology.With over four years of experience in the financial services sector, I have developed strong skills in account management, sales, leadership, public speaking, and relationship building. I have successfully onboarded, renewed, and upsold multiple accounts, exceeding my quotas and increasing customer satisfaction. I have also collaborated with cross-functional teams to provide feedback, support, and advocacy for my clients. I am passionate about learning new technologies and staying ahead of the market trends.
Experience
Key Account Director, Financial Services
Oct 2025 — Present
Education
Clark University
Bachelor of Arts (B.A.), Business Administration and Management, General
2010 — 2014
Clark University
Master of Business Administration (M.B.A.), Finance
2014 — 2015
Skills
- Portfolio Management
- Wealth Management
- Bloomberg
- Microsoft Office
- Powerpoint
- Time Management
- Event Planning
- Social Networking
- Management
- Research
- Community Outreach
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