Carly Greenfield

Director of Business Development

Every Day I listen intently to prospective advisor needs and identify pain points so I can offer solutions that will add value and ensure a true partnership. I inspire others with their visions of the future and guide them towards accomplishing their business goals. I generate enthusiasm by connecting with and educating our valued business partners.

I Power Success through collaboration. It's my responsibility to ensure expectations are set properly for every advisor considering partnering with Mutual Group. I do this by collaborating with our internal teams and business partners so I can be fully transparent and clearly articulate our solutions.

Outside Mutual My husband and I live in the lovely little college-town-neighborhood of Eagle Rock in Los Angeles. We visit our home state of Colorado as much as possible to spoil our niece and nephews. You can usually find me tending to my native plant garden, hiking local mountains, eating at all the new restaurants, and reading literary fiction (and guilty pleasure thriller and suspense novels), all while providing a loving home to our two senior kitties.

Carly Greenfield

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