The Lotter Group

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The Lotter Group Employees

Employee
Years
Job
Industry
Tom Disco Loveland Tom Disco Loveland Orange County, California Area Details
Tom Disco Loveland's The Lotter Group Experience February 2015 - Present
Job Vice President of Sales
Industry Insurance
Experience
The Lotter Group   February 2015 - Present
DJbyDISCO   January 1995 - Present
Adhesive Solutions, Inc.   July 2012 - December 2014
Harley-Davidson Anaheim-Fullerton   February 2004 - March 2012
Lotter Financial Group   January 2000 - January 2004
Americo Life Insurance   January 1998 - January 2000
Adhesive Solutions, Inc.   January 1991 - January 1998
Olin Corporation  1988 - 1991

Skills
Account Management, Advertising Strategies, Business Development, Business Plans Execution, Business Start-up, Cross-Selling /..., Customer Retention, Marketing Campaigns, Operational Management, Personnel Management, Product Presentations, Public Speaking, Revenue Growth, Sales Strategies, Sales Management, Advertising, Marketing Strategy, Operations Management, Presentations, Start-ups, Business Planning, B2B, Campaigns, Sales, Training, Marketing, New Business Development, Team Building, Management, Strategic Planning, Leadership, Customer Satisfaction, Budgets, Strategy, Cross-functional Team..., Team Leadership, Sales Process, Sales Operations, Program Management, Inventory Management, Customer Service, Event Management, Retail, Purchasing, Time Management, Pricing, CRM

Education
Miami Dade College
AA, Business & Accounting

University of Florida

Francesco Ortiz Francesco Ortiz Newport Beach, California Details
Francesco Ortiz's The Lotter Group Experience July 2015 - Present
Job Financial Advisor at The Lotter Group
Industry Real Estate
Experience
The Lotter Group   July 2015 - Present
Sutra OC  February 2008 - Present
Strata Global Equity   May 2014 - January 2015
Club Reino   May 2005 - December 2007
One Eyed Jack   June 2001 - May 2005

Skills
Operations Management, Social Networking, Japanese, Japanese Culture, Customer Relations, Sales, Event Management, Social Media, Bartending, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Microsoft Word, Finance, Financial Analysis, Training, Public Speaking, Leadership

Education
California State University-Fullerton   2013 — 2015
Bachelor of Arts (B.A.), Finance, Investments & Financial Planning

Orange Coast College   2009 — 2012
Associate's Degree

Matt Villegas Matt Villegas Newport Beach, California Details
Matt Villegas's The Lotter Group Experience April 2008 - Present
Job Founder and President at Strata Global Equity
Industry Real Estate
Experience
Strata Global Equity   September 2013 - Present
The Lotter Group   April 2008 - Present
Secured Funding  June 2005 - February 2008

Skills
Strategic Financial..., Real Estate Economics, Real Estate Financing, Creative Real Estate..., Financial Accounting, Accounting, Eco, Economic Research, Monetary Policy

Education
California State University-Fullerton   2003 — 2006
Bachelor of Arts (B.A.), Accounting

California State University-Fullerton   2003 — 2005
Accounting, Accounting and Business/Management

Janet Callahan Janet Callahan Orange County, California Area Details
Janet Callahan's The Lotter Group Experience 2005 - 2011
Job Human Resources Manager PADI
Industry Leisure, Travel & Tourism
Experience
PADI  December 2011 - Present
The Lotter Group   2005 - 2011
Advantage Medical Services   2004 - 2005
One Source Industries, LLC  1999 - 2004
Xerox  1995 - 1997

Skills
Employee Relations, Employment Law, Personnel Recruiting, Benefits Administration, 401k Administration, Employee Management, Employee Engagement, Training Delivery, Public Speaking, Employee Counseling, Microsoft Office, 401k, Personnel Selection, Recruiting, Employee Benefits, Coaching, Management, Sourcing, Program Management, Hiring, Customer Service, Organizational..., Performance Management, Interviews, Leadership, Human Resources, Team Building, Training

Education
California State University-Long Beach   1992 — 1994
Bachelor's Degree, Liberal Studies, Speech Communication, Cum Laud graduate

Santa Ana College   1990 — 1992
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, Cum Laud graduate

Seton High School
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Dr Darren Hulbert Dr Darren Hulbert Bakersfield, California Details
Dr Darren Hulbert's The Lotter Group Experience December 2014 - Present
Job Financial Advisor at The Lotter Group
Industry Financial Services
Experience
The Lotter Group   December 2014 - Present
Transamerica Financial Group   December 2009 - Present
Kingdom Investor Group   December 2005 - Present
Advancing God's Kingdom   January 2001 - Present
Ridgeview High   September 2013 - May 2014
San Joaquin Valley College  May 2011 - November 2012
Bakersfield Christian High School  July 2010 - May 2011

Skills
Entrepreneurship, Educational Leadership, Retirement Planning, Investments, Disability Insurance, Insurance, Small Business, Team Building, Strategic Planning, Sales, Coaching, Wealth Management, New Business Development, Marketing, Investment Properties, Real Estate, Asset Managment, Portfolio Management, Financial Analysis, Business Planning, Management, Management Consulting, Retirement, Selling, Business Development, Financial Planners, Public Speaking, Start-ups, Finance, Strategy, Leadership, Strategic Financial..., Asset Management, Mortgage Lending, Estate Planning, Training, Risk Management, Leadership Development, Life Insurance

Education
Point Loma Nazarene University   2009 — 2013
Master of Education (M.Ed.), Educational Leadership and Administration, General

Street Smart Real Estate   2005 — 2007
Certified Investor and Trainer, Real Estate

Dallas Theological Seminary   1998 — 2004
Doctor of Ministry, Leadership Development

The Master's Seminary   1988 — 1994
Master of Divinity (MDiv), Bible Exposition

UCLA   1983 — 1988
Bachelor's degree, History

Brett Baughman, Life Coach/ Business Coach Brett Baughman, Life Coach/ Business Coach Las Vegas, Nevada Details
Brett Baughman, Life Coach/ Business Coach's The Lotter Group Experience May 2013 - January 2014
Job Brett Baughman is an Expert NLP Life Coach & Business Coach
Industry Professional Training & Coaching
Experience
Master the Masses™   January 2014 - Present
The Brett Baughman Companies, Inc.   April 1999 - Present
The Winner's Circle  January 2002 - Present
Brett & Jizelle Photography   May 2003 - Present
The Lotter Group   May 2013 - January 2014
FHRI - Financial & Health Research Institute   October 2012 - January 2014
Zoom Health Insurance  April 2011 - May 2012
Humanity Unites Brilliance (HUB) & Team West U.S.   April 2008 - April 2009
LRP Capital   June 2005 - October 2008
Niurka Incorporated   November 2007 - February 2008

Skills
Strategy, Training, Coaching, Business Development, Marketing, Management Consulting, Team Leadership, Strategic Planning, Public Speaking, Selling, Leadership, Peak Performance..., Sales, Team Building, Personal Development, Online Marketing, Business Strategy, Real Estate, Change Management, Insurance, Management, Recruiting, Entrepreneurship, Consulting, New Business Development, System Architecture, Social Networking, Executive Coaching, Leadership Development, Call Center Development, Call Center Architecture, Advanced Communications, Negotiation, Conflict Resolution, Systems Integration, IT Advisory, Corporate Retreats, Marketing Strategy, Business Coaching, Sales Management, Business Planning, Social Media, Social Media Marketing, Small Business, Start-ups, Customer Service, Strategic Partnerships, Program Management, Organizational..., Blogging

Education
Tad James Company   2007 — 2011
Master Trainer & Master Practitioner, Personal Development and Human Excellence

Illinois State University   1994 — 1998
Bachelor’s Degree

Illini Bluffs!   1990 — 1994
Bachelor of Science (BS), Cognitive Psychology and Psycholinguistics

Jessica Gong Jessica Gong Costa Mesa, California Details
Jessica Gong's The Lotter Group Experience June 2012 - October 2013
Job Your goto 3D printing professional at Dinsmore Inc. Rapid Prototyping, Product Design/Engineering, Additive Mfg
Industry Plastics
Experience
Dinsmore & Associates, Inc.   November 2013 - Present
The Lotter Group   June 2012 - October 2013
Vector Marketing  June 2011 - October 2011

Skills
3D Printing, Stereolithography, Rapid Prototyping, Customer Service, Sla, Product Development, FDM, Injection Molding, CNC Machine, SLS, Retirement, Long-term Care, Whole Life, Strategic Financial..., Retirement Planning, Investments, 403 b, 457 Plans, IRAs, Long Term Care Insurance, Equity Indexed Annuities, Term Life Insurance, Fixed Annuities, Life Insurance, 401k, Microsoft Office, Leadership

Education
University of California, Irvine   2011 — 2012

Canyon High School   2007 — 2011

Randi McCarthy Randi McCarthy Orange County, California Area Details
Randi McCarthy's The Lotter Group Experience September 2012 - November 2013
Job Human Resources & Training
Industry Hospital & Health Care
Experience
CHOC Children   November 2013 - Present
The Lotter Group   September 2012 - November 2013
HRCS  June 2012 - September 2012
EZ Lube, LLC  December 2005 - March 2012
EZ Lube, LLC  July 2004 - December 2005

Skills
Recruitment/Retention, Training & Development, HR Policies, Workplace Investigations, I-9 Compliance, New Hire Orientations, Human Resoures..., Recruiting, Employee Training, Personnel Management, Talent Acquisition, Human Resources, Applicant Tracking..., Workplace Safety, Leadership, ADP Payroll, Benefits Administration, College Recruiting, Customer Service, Deferred Compensation, Employee Benefits, Employee Engagement, Employee Relations, HR Consulting, HRIS, Interviews, Job Descriptions, Management, Onboarding, Organizational..., Payroll, Performance Management, Succession Planning, Talent Management, Training, Workforce Planning

Education
California State University-Long Beach   2011 — 2011
Certificate in the Body of Knowledge in Human Resources - PHR Prep, Human Resources Management/Personnel Administration, General

Cathedral City High School
Dipolma, General Studies

Armida Camacho Armida Camacho Orange County, California Area Details
Armida Camacho's The Lotter Group Experience December 2014 - Present
Job Database Administrator at The Lotter Group
Industry Computer Software
Experience
The Lotter Group   December 2014 - Present
Armida A. Camacho   January 1994 - Present
AgData Global, LLC   January 2000 - November 2014
Pacifica Research   January 1998 - December 1999
Helping Hands Home Health and Hospice   January 1994 - May 1997

Skills
JavaScript, SQL, Java, MySQL, C#, XML, Software Development, Mobile Applications, AJAX, CSS, Web Applications, XHTML, HTML 5, Web Development, Apache, Ruby on Rails, Objective-C, .NET, Subversion, Web Services, PHP, jQuery

Education
University of Phoenix   2008 — 2017
Information Technology with Advanced Software Developer Certificate

Melissa McHale Melissa McHale Newport Beach, California Details
Melissa McHale's The Lotter Group Experience October 2012 - Present
Job Director of Communications at The Lotter Group
Industry Financial Services
Experience
The Lotter Group   October 2012 - Present
Disneyland  October 2010 - October 2012

Skills
administrative support, problem resolution, schedule management, quick learner, knowledgeable in..., critical thinking, attention to detail, ability to type over 70..., Management, Administration, Communication, Customer Service, Event Planning, Life Insurance

Education
Orange Coast College

Evelyn Araiza Evelyn Araiza Orange County, California Area Details
Evelyn Araiza's The Lotter Group Experience 2006 - 2007
Job Transaction Coordinator
Industry Financial Services
Experience
All Home Lending, Inc.   June 2015 - Present
Easter Seals Southern California  January 2010 - April 2015
Aflac  July 2007 - January 2010
The Lotter Group   2006 - 2007
World Financial Group (WFG)   August 2004 - 2006
Evelyn's Housecleaning   March 1990 - September 2004

Skills
Public Speaking, Event Planning, Small Business, Team Building, Management, Leadership Development, Social Media, Sales, Human Resources, Insurance, Training, Strategic Planning, Microsoft Office, Marketing Strategy, Customer Service, Leadership, Fundraising, Coaching, Volunteer Management, Budgets, Program Management, Marketing, Event Management, Teaching, Nonprofits, Public Relations, Project Management, Employee Relations, Outlook, Research, Employee Benefits, Negotiation, Editing, Performance Management

Education
Colorado Technical University   2013 — 2014
Master of Business Administration (MBA), Health Care Management

University of Phoenix - Online   2009 — 2011
Bachelor of Science (BS), Management

Santa Ana College   1999 — 2004
Associate of Arts (AA), Business Administration

Csilla Kristof Csilla Kristof Greater Atlanta Area Details
Csilla Kristof's The Lotter Group Experience August 2010 - November 2011
Job Director of Operations at Esquivel Worldwide, Inc.
Industry Consumer Goods
Experience
Esquivel Worldwide, Inc.   January 2013 - June 2015
Esquivel Worldwide, Inc.   December 2011 - December 2012
The Lotter Group   August 2010 - November 2011
Joan B. Kroc Institute for Peace and Justice  January 2009 - May 2009

Skills
Marketing, Public Relations, Customer Service, Public Speaking, Project Management, Social Media, Sales, Copywriting, Copy Editing, Executive..., Administrative..., Event Planning, Management, Social Media Marketing, Research, Editing, Event Management, Marketing Strategy, Strategy, Microsoft Office, Strategic Planning

Education
University of San Diego   2006 — 2009
International Relations, US foreign policy and Art History minor

Paul Ruttan Paul Ruttan Orange County, California Area Details
Paul Ruttan's The Lotter Group Experience 2009 - 2011
Job Agent , All Types of Insurance
Industry Insurance
Experience
Paul Ruttan / Insurance Agent   July 1980 - Present
Paul Ruttan / Insurance Agent   June 1977 - Present
The Lotter Group   2009 - 2011
American Heritage  2006 - 2007

Education
Mt. San Antonio College   1970 — 1972
AA, Business

Allison Geise Allison Geise Greater San Diego Area Details
Allison Geise's The Lotter Group Experience July 2012 - November 2012
Job Student
Industry Financial Services
Experience
The Lotter Group   July 2012 - November 2012
Solana Beach School district  October 2010 - June 2012

Skills
Public Speaking, Curriculum Design, Curriculum Development, Lesson Planning, Elementary Education, Classroom, Educational Technology, Special Education, K-12, Tutoring, Teacher Training, Literacy, Staff Development, Instructional Technology

Education
University of Dayton   1993 — 1995
Master's degree, Educational Leadership and Administration

University of Dayton   1988 — 1993
Bachelor of Science (BS), Education

Lance Schultz Lance Schultz Orange, California Details
Lance Schultz's The Lotter Group Experience August 2009 - November 2013
Job Co Owner Citizens Lending Group
Industry Financial Services
Experience
Citizens Lending Group  November 2013 - Present
Pacific Capital Mortgage  September 2009 - November 2013
The Lotter Group   August 2009 - November 2013
The Mortgage Guild  1988 - August 2009

Skills
Loans, Reverse Mortgages, FHA, Loan Origination, Commercial Lending, Investments, Funding, Strategic Financial..., SBA, Mortgage Lending, Refinance, Real Estate Financing, Life Insurance, Mortgage Banking, Residential Mortgages, Financial Planning

Education
Pepperdine University
Master of Business Administration (M.B.A.), Business Administration and Finance

Miami University
Bachelor's Degree, Economics