Dan Sondhelm is the CEO of Sondhelm Partners, a firm designed to help institutional investment managers, mutual fund and ETF firms, wealth managers and fintech firms attract investors, strengthen distribution and build brands through marketing, public relations and sales strategies.
With over 25 years of financial services marketing experience, Dan has been instrumental in helping boutique firms develop strong growth programs and helping larger firms support and energize their sales teams.
Dan was nominated by MutualFundWire as one of the Most Influential People in Fund Distribution for his knowledge, relationships and experience in helping companies grow in 2009.
Dan also frequently contributes to the financial news media, presents or moderates at industry conferences and webinars and speaks on-site to mutual fund boards of directors.
Dan was previously a senior partner at SunStar Strategic where he developed new business opportunities, led client strategy and innovated client solutions.
Dan earned a BSBA and MBA from the Kogod College of Business Administration at American University in Washington, DC.
Strong revenues do not guarantee a strong business. Firms need to grow their client base to thrive in 2020.28 November 2020