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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.
Altius Learning
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PrincipalAltius Learning Apr 2012 - PresentI 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.
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Managing Partner, Registered Representative , New England SecuritiesNew England Financial Oct 2010 - Apr 2012I was responsible for building the firm's presence in the DC Market
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Managing Director-Distribution-New YorkConcord Capital Management, Llc Sep 2003 - Jan 2010I 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
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Managing Director-Washington DcMerrill Lynch Aug 2000 - Jul 2003New 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 -
Managing Director-Tyson'S Corner, VaMerrill Lynch Jan 1994 - Aug 2000New 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 -
Resident Vice President-Rockville, MdMerrill Lynch Apr 1991 - Jan 1994New 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 -
Sales Manager-Lawrenceville, NjMerrill Lynch Jul 1988 - Apr 1991New 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 -
Assistant Vice President-Washington DcMerrill Lynch Jan 1982 - Jul 1988New 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 -
Corporate InternMerrill Lynch Jul 1980 - Jan 1982New 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
Carl Meyer Education Details
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William & MaryEconomics -
College Of William And MaryEconomics
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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