Dave Mullen

Interview

This is an informational interview with Mr. Dave Mullen, Founding Partner and Principal, Altius Learning. Dave shares his wisdom for young adults considering a career in the financial services industry.

Dave retired as a managing director at Merrill Lynch in 2007, where he personally hired, trained and managed over 500 financial advisors over 27 years. He has worked with hundreds of individual million-dollar and multimillion-dollar advisors, including many of the industry’s top advisors. At Merrill Lynch his responsibilities included: financial advisor, producing manager, sales manager, complex manager, national sales manager and managing director.

During his management career, Dave was recognized numerous times for being one of Merrill Lynch’s top national managers. While at Merrill Lynch his advisor training programs had a consistent success rate significantly higher than the industry average.

Dave founded LearnTactix, now called Altius Learning, in 2007 with the objective of creating training and coaching programs that would be career-changing experiences for participating advisors and managers. He is the author of three bestselling books: The Million Dollar Financial Services Practice, The Million Dollar Advisor—Powerful Lessons and Proven Strategies from Top Producers, and his new book The Million-Dollar Financial Advisor Team. He has been featured in Investment News and Smart Money magazines.

Dave holds a BA and MBA from the University of Georgia and has attended the Executive Leadership Program at The Wharton School at University of Pennsylvania. Dave is an avid mountain bike rider and skier. He and his wife Cynthia have 4 children and reside in Denver CO.