John brings his clients over 45 years of diverse business leadership experience in various organizational settings including:
Over his career John has served as Chief Marketing Officer for Cole Capital Markets, as Director of Marketing Administration at John Nuveen & Co., as Chief Operating and Chief Financial Officer of United of America Bank, a $35 million community bank and as a Partner at Frankel & Co., formerly the nation’s largest independent marketing services agency, now part of Publicis.
In 1988, John joined Nuveen Investments to create a new blueprint for the marketing function. He established functional capabilities for database management, marketing research, distribution marketing support, advertising and financial management for marketing. While at Nuveen, John served as a member of the ICI Sales Force Marketing Committee from 1990-1997 and was a founding member of the Mutual Fund Forum, now known as the Forum for Investor Advice, a trade association that represents the interest of advisor sold fund groups whose members currently account for 80% of all mutual fund assets.
At Frankel, John established a new industry practice from scratch, targeting the top financial services companies. New clients included 5 divisions of Citicorp and Visa USA. Group client billings were exceeded only by the group managing the agency’s longest tenured client, McDonald’s Corporation.
Prior to Frankel, John ran the core operations and financial management of several community banks. As COO and CFO at United of America Bank, he led a turnaround in profitability ending four years of losses and enabling the bank to be sold at a considerable profit to a private investment group within 2 years.
When John founded Maximum Impact Partners in 1998, he recognized that senior sales and marketing people need a flexible outside resource that can sit down with them and go right to work. To meet that need John assembled a team of experienced professionals who have years of experience on the client side creating success in their companies. He views the starting point of any client relationship as focusing on what needs to happen right now, eliminating the learning curve and leveraging the good work that has already been done by the client. John is a graduate of University of Arizona with a Bachelor of Science degree in Business Administration. John lives in Phoennix, AZ with his wife/business partner, Ami Tully Lotka. Contact John Lotka at firstname.lastname@example.org.
Founding Principal, Bloom Marketing Partners
Kate S. Licina, founding principal of Bloom Marketing Partners, has 12 years’ experience marketing in the financial services industry.
Prior to launching Bloom, she served as a Director of Marketing at Advisory Research Investment Management and Associate Director of Marketing & Communications for Henderson Global Investors (now Janus Henderson Investors).
Kate began her career in the investment industry at Citadel LLC in Chicago and began her career in marketing at The Zimmerman Agency in Tallahassee, Florida. Kate holds a B.A. in Communications from Florida State University and was awarded the CFA Institute Investment FoundationsTM Certificate.
Maureen Wilke is the president of Wilke and Associates, Inc and an industry known practice management consultant and leader in professional development. She works closely with distribution teams and financial advisors to take their business to the next level. She is the author of The CONNECTED Advisor business systems for financial advisors and a contributor to industry publications, including Morningstar’s practice management webcasts. The goal is to maximize a team’s effectiveness and organizational structure, brand the practice, retain top clients and automate referrals.
Maureen is known internationally for delivering dynamic workshops and presentations at financial advisor meetings and sales conferences. She combines her over 20 years of sales, marketing, and training experience with the best practices from the many financial advisors and distribution groups she has worked with, to build proactive financial teams. Her new book The Connected Advisor is coming soon.
Website: Wilke & Associates
For over three decades, Russell M. Parker has helped some of the biggest names in financial services build market presence, grow distribution and drive profitable results. Firms like Janus, Nuveen and Natixis have all been beneficiaries of Russ’s innovative ideas and forward thinking, not to mention a better bottomline.
In 2013, Russ founded rpmAUM® and RPM Distribution, LLC to provide strategic brand and product consulting services to the leadership of asset management firms and to offer unconventional ideas and non-traditional distribution methods to their asset gathering efforts.
Additionally, Russ can also provide a complete roadmap for those managers that are seeking entry to the advisor assisted space for the first time.. Russ built these organizations to share his creativity, innovative strategies and informed opinions to help clients achieve accelerated growth through non-traditional distribution methods and outwitting the status quo.
As those who have worked with Russ will tell you, he was born with a natural drive to make things happen. His strong senior management experience, coupled with his extensive background in sales and marketing, provides him a unique opportunity to lead through success across multiple disciplines such as sales, marketing, operations and product development. He has worked with blue chip companies and small boutique firms. This range of experience has given him a leg-up in putting investment products and services within arm’s reach of investor desire. Today, he brings his expertise and institutional knowledge to other financial service firms “helping them achieve positive results more efficiently” saving them time and money.
Russ has been an active volunteer for many years with both the local and national MS Society. He currently serves as Chairman of the National Campaign Chapter. A graduate of Villanova University, Russ has also earned the CIMA® designation through the Wharton School of Management and holds the Series 7, 26, and 63 licenses.
With all of Russ’s credentials, successes and achievements through the years, his most unique attribute isn’t one that can be experienced on paper. It is his unique ability to energize, motivate and lead others to improve organizational performance, which in the long run makes his client’s job, a whole lot easier. rpmAUM® and RPM Distribution, LLC clients can always expect creative, innovative strategies and tactics when engaging his team.
Russ can be reached at Russell@rpmaum.com.