Ami Tully Lotka
Owner and President, Maximum Impact Partners, Inc. | Distribution Consulting |
- Role
- Owner and President at Maximum Impact Partners, Inc
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Ami Tully Lotka
I help clients sell more and sell better. It starts with the power of the individual.
Experience
Owner and President
Mar 1998 — Present · Scottsdale, AZ, US
We help our clients improve their distribution and marketing strategies. We work exclusively with financial service companies primarily in North America but also have clients in SE Asia. Our projects include: empowering the sales team to get better results, crafting a strategic account management process to improve profitability, aligning top corporate priorities with the processes to execute and sustain them in the field. I take the lead on the distribution projects, John Lotka takes the lead on marketing projects and our team of IMPACT partners do the rest!
Education
Indiana University Bloomington
BS, Public Finance-Economics
1978 — 1982
Skills
- Investment Strategies
- Alternative Investments
- Retirement Planning
- Retirement
- Asset Management
- Account Management
- Finance
- Series 6
- Asset Allocation
- Mutual Funds
- Sales
- 401k
- Securities
- Investments
- Series 7
- Marketing Strategy
- Defined Benefit
- Wealth Management
- Financial Services
- Retirement Plan Consulting
- Financial Advisory
- Pensions
- Investment Advisory
- Series 63
- Marketing
- Fixed Annuities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.