Frank Beyer Email & Phone Number

I spent 33 years in the financial services industry with Prudential Securities and Merrill Lynch, where I retired in 2014. I served in a variety of positions during my tenure; Financial Advisor, Associate Manager, District Sales Manager as well as Complex Director. I held leadership market responsibilities in Southern Louisiana, Southern Mississippi, the Carolinas, Central New Jersey, the suburbs of Philadelphia and the State of Delaware. In those assignments I had the opportunity to work with and coach many of the firm’s largest and most successful Financial Advisors and Teams. I am very pleased to now be a part of Altius Learning, a company focused on helping Financial Advisors grow their practices and create value for their clients. I am an active and dedicated member of my community. I served on the Corporate Advisory Council for the National Constitution Center in Philadelphia, was a member of the Executive Leadership Council for Loyola University of New Orleans and held multiple volunteer Leadership Board roles throughout the country with the American Cancer Society.

Listed skills include Wealth Management, Series 7, Financial Services, Finance, and 18 others.

• 

  Principal

  Altius Learning Inc.

  Sep 2016 - Present - Park City, Utah, United States

  We are a group of seasoned leadership executives averaging over 30 years of experience hiring, training, coaching and managing financial professionals. We strongly believe in the value of superior coaching and professional development.We speak your language, we know your challenges and we’ve helped hundreds of financial advisors and field leaders improve their performance.Please visit our website for more complete information at www.Altiuslearning.com

• 

  Penn State University

  Psychology