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.
Co-Founder, Manager Partner, AdvisorAdit
Martha’s comprehensive understanding of advisors, and in-depth experience in building robust infrastructures has led to AdvisorAdit’s industry-first capabilities. Martha draws on over 25 years of financial services experience focused on business strategy, process and growth providing consultation to some of the nation’s largest advisory firms and broker/dealers. As a Vice President and Senior Relationship Manager at Fidelity Investments, Martha managed many of Fidelity’s largest RIAs for ten years. Martha earned her Bachelor’s Degree at Columbia University and she holds Master’s Degree from NYU Stern School of Business.