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Dan Kutner

Professional Summary



Professional Overview


Dan Kutner is an accomplished sales executive with over a decade of experience in the financial services and fintech industries. As the Executive Vice President of Sales at CircleBlack, he leverages his expertise in sales strategy, client relations, and partnership development to drive growth and innovation.

Experience Summary



Current Role


As the Executive Vice President of Sales at CircleBlack, Dan is responsible for leading the company's sales efforts, managing a high-performing sales team, and expanding the client base. He works closely with the executive leadership to align sales initiatives with the overall business strategy, ensuring seamless execution and delivery of CircleBlack's cutting-edge wealth management solutions.

Career Progression


Prior to joining CircleBlack, Dan held various sales leadership roles at Human Interest and Windham Capital Management. As the Regional Vice President - Northeast at Human Interest, he was instrumental in growing the company's presence in the region, forging strategic partnerships, and driving exceptional sales results. Earlier in his career, Dan served as the Regional Director, Sales, Partnerships & Implementation - Northeast at Human Interest, where he successfully launched the company's expansion into the Northeast market.

Before that, Dan held several positions at Windham Capital Management, including Director of Business Development and Client Relations and Regional Sales Director, where he demonstrated his ability to build strong client relationships, implement effective sales strategies, and contribute to the overall growth and success of the organization.

Dan's career journey also includes experience at Eaton Vance, where he held roles such as Mutual Fund Services Supervisor, Mutual Fund Services Team Leader, and Investor Services Associate, gaining valuable insights into the inner workings of the financial services industry.

Academic Background


Dan holds a Bachelor of Arts degree from the University of Massachusetts Amherst, where he majored in Economics.

Areas of Expertise


  • Sales strategy and execution

  • Client relationship management

  • Partnership development and implementation

  • Financial services and fintech industry expertise

  • Team leadership and talent development

  • Data-driven decision making and performance optimization


Professional Impact


Throughout his career, Dan has consistently delivered outstanding sales performance, forged lasting client relationships, and contributed to the growth and success of the organizations he has been a part of. His unwavering commitment to excellence, combined with his deep industry knowledge and strategic mindset, make him a valuable asset to CircleBlack as it continues to expand its presence and impact in the wealth management landscape.

Conclusion


With his proven track record of sales leadership, industry expertise, and a passion for client-centric solutions, Dan Kutner is well-positioned to drive CircleBlack's continued success as the Executive Vice President of Sales. His commitment to innovation, combined with his ability to build high-performing teams and foster strategic partnerships, makes him a valuable addition to the CircleBlack leadership team.