UGA Innovators' Pledge Profile

David J. Mullen Jr. (ABJ ’77, MBA ’79) is Founding Partner of Altius Learning, a training and coaching firm specializing in working with financial advisors to grow and run more productive practices. Headquartered in Park City, Utah, the firm guides financial professionals through a process that translates their specific needs, ambitions and values into strategies that will help them realize their goals.

Retiring after a successful career at MerrillLynch, Dave founded LearnTactix, now called Altius Learning, in 2007 with the goal to create training and coaching programs that would be career-changing experiences for participating advisors and managers.

Dave lives in Denver, Colorado with his wife, Cynthia (BSED ’76, MED ’79) and their four children. 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 The Million-Dollar Financial Advisor Team. He has also been featured in Investment Newsand Smart Money magazines.

David and Cynthia signed an Innovators’ Pledge in 2021.

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