Carl Meyer

Carl Meyer Email and Phone Number

Principal at Altius Learning @
Carl Meyer's Location
Washington DC-Baltimore Area, United States, United States
About Carl Meyer

I have spent my entire career, over forty three years, in financial services. I believe passionately in the good that financial advisors do and love helping them do the important work they do in ways that not only serve their clients better but give them the professional satisfaction that is at the core of what top advisors seek. I have been in the unique position to hire, manage, recruit and train some of the top financial advisors in our industry. Now as a coach to advisors, I can draw on that experience and be a conduit to pass on those best practices to other advisors who are striving to build world class businesses helping them to avoid the mistakes others before them have made while emulating the successes.

Carl Meyer's Current Company Details
Altius Learning

Altius Learning

Principal at Altius Learning
Carl Meyer Work Experience Details
  • Altius Learning
    Principal
    Altius Learning Apr 2012 - Present
    I coach motivated financial advisors to grow their practices. I believe that what financial advisors do is noble and good and I sincerely enjoy helping them do the important work they do to the best of their abilities. I also train and lead large group training sessions in Business Development and Business Management, two of the three cornerstones of a well run practice. In my thirty plus years in financial services, the most fun I have ever had was in coaching financial advisors. I am so thankful that this is my full time calling.
  • New England Financial
    Managing Partner, Registered Representative , New England Securities
    New England Financial Oct 2010 - Apr 2012
    I was responsible for building the firm's presence in the DC Market
  • Concord Capital Management, Llc
    Managing Director-Distribution-New York
    Concord Capital Management, Llc Sep 2003 - Jan 2010
    I managed Concord's distribution relationships-Attracted two dozen of the top insurance distributors in the US and generated over $ 1.5 billion in face value life insurance sales
  • Merrill Lynch
    Managing Director-Washington Dc
    Merrill Lynch Aug 2000 - Jul 2003
    New York, Ny, Us
    * Led the number two-office complex in the US with over 170 financial advisors, 300 employees, $ 154 myn in total revenue and $17 byn in client assets during a time of great turmoil in the markets and in the industry*Selected by the President of Merrill Lynch Private Client as one of only twelve directors to his Advisory Council to Management
  • Merrill Lynch
    Managing Director-Tyson'S Corner, Va
    Merrill Lynch Jan 1994 - Aug 2000
    New York, Ny, Us
    *Responsible for Merrill Lynch Private Client in the Northern Virginia market with over $ 11 byn in client assets and 150 employees*Grew the complex revenues form $ 30 myn to over $ 65 myn*Expanded from two to five locations and from 90 financial advisors to 130*Awarded top director honors (top 30 out of 180) four out of the six years eligible while in Northern Virginia
  • Merrill Lynch
    Resident Vice President-Rockville, Md
    Merrill Lynch Apr 1991 - Jan 1994
    New York, Ny, Us
    * Responsible for Merrill Lynch Private Client in the Metro Maryland market*Doubled the office revenue from $ 6 myn to $ 12 myn*Led office to be among the top 40 in the firm out of 180 in asset gathering
  • Merrill Lynch
    Sales Manager-Lawrenceville, Nj
    Merrill Lynch Jul 1988 - Apr 1991
    New York, Ny, Us
    *Effectively led office during a turbulent time*Led the training, hiring and sales efforts for the entire complex*Led Lawrenceville to its first top 40 asset gathering victory in its history
  • Merrill Lynch
    Assistant Vice President-Washington Dc
    Merrill Lynch Jan 1982 - Jul 1988
    New York, Ny, Us
    *Top 20% or better performer every year*Recognition Club winner every year*Top 60 in all of Merrill Lynch (12,000 FA's) in 1987 for asset gathering
  • Merrill Lynch
    Corporate Intern
    Merrill Lynch Jul 1980 - Jan 1982
    New York, Ny, Us
    *Selected from among hundreds to be one of only 15 for this prestigious program*Worked in many assignments throughout the firm gaining an invaluable insight into Merrill Lynch and the industry

Carl Meyer Skills

Financial Services Securities Leadership Strategic Financial Planning Portfolio Management Coaching Small Group Facilitation Banking Large Group Presentations

Carl Meyer Education Details

  • William & Mary
    William & Mary
    Economics
  • College Of William And Mary
    College Of William And Mary
    Economics

Frequently Asked Questions about Carl Meyer

What company does Carl Meyer work for?

Carl Meyer works for Altius Learning

What is Carl Meyer's role at the current company?

Carl Meyer's current role is Principal at Altius Learning.

What is Carl Meyer's email address?

Carl Meyer's email address is ca****@****ail.com

What is Carl Meyer's direct phone number?

Carl Meyer's direct phone number is +170320*****

What schools did Carl Meyer attend?

Carl Meyer attended William & Mary, College Of William And Mary.

What are some of Carl Meyer's interests?

Carl Meyer has interest in Worship, Fine Dining, Running, Travel, Bible Study.

What skills is Carl Meyer known for?

Carl Meyer has skills like Financial Services, Securities, Leadership, Strategic Financial Planning, Portfolio Management, Coaching, Small Group Facilitation, Banking, Large Group Presentations.

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