Account Specialist
CurrentAssisted various account managers in the Construction & Energy industry, Processed Endorsements, Created Coverage Maps, Presented Audit Summaries, Issued Certificates of Insurance & Auto IDs.
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Levi Milton is listed as Account Specialist for IMA Financial Group at IMA Financial Group, Inc., a company with 1179 employees, based in The Colony, Texas, United States. AeroLeads shows a matched LinkedIn profile for Levi Milton.
Levi Milton previously worked as Account Specialist at Ima Financial Group, Inc. and Operations Assistant at Towerstone, Inc.. Levi Milton holds Bachelor Of Business Administration - Bba, Accounting And Business/Management from Texas State University.
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Levi Milton is a Account Specialist for IMA Financial Group at IMA Financial Group, Inc.. Colleagues describe him as "I hired Levi despite his age to be an assistant field manager. To say I was pleasantly surprised at his performance would be an understatement. He learned the trade very quickly and took the initiative to learn and perform duties that were not even in his job description. By the end of his (too short) time here (3 months) he was able to perform most manual and administrative tasks with ease. I would gladly welcome back this athletic and highly intelligent man back to the company or give him an excellent referral."
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Dallas, Texas, United States
Assisted various account managers in the Construction & Energy industry, Processed Endorsements, Created Coverage Maps, Presented Audit Summaries, Issued Certificates of Insurance & Auto IDs.
Dallas, Texas, United States
Handling agency and carrier appointments, executing contracts, ensuring proper compliance from our 1000+ agencies, developing & rolling out a new agency compliance management system for Towerstone, company wide (and broker specific) Production Reports, and other various finance, accounting & operations tasks.
Austin, Texas, United States
At Marci Shafto CPA I did a variety of tasks including data importation into excel, and from excel to drake. I was constantly preparing her clients tax returns, and I would do a variety of returns ranging from simple ones with one or two income sources to more advanced returns with multiple sources of income, schedule C and E businesses. My role was to.
Other employees you can reach at imacorp.com. View company contacts for 1179 employees →
Martha Bennett
Colleague at Ima Financial Group, Inc.
Overland Park, Kansas, United States, United States
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TS
Tami Sanford
Colleague at Ima Financial Group, Inc.
Beaver Creek, Oregon, United States, United States
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MA
Miriam Alvarenga
Colleague at Ima Financial Group, Inc.
Belo Horizonte, Minas Gerais, Brazil, Brazil
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WK
William Kaufmann, Afsb
Colleague at Ima Financial Group, Inc.
Portland, Oregon Metropolitan Area, United States
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Sami Çelik
Colleague at Ima Financial Group, Inc.
Istanbul, Istanbul, Türkiye, Turkey
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PG
Patsy Gilbert, Cic, Cpcu
Colleague at Ima Financial Group, Inc.
Denver, Colorado, United States, United States
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RK
Ramin Khandanimanesh
Colleague at Ima Financial Group, Inc.
Tehran, Tehran Province, Iran, Iran, Islamic Republic Of
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BO
Brahim Oumadi
Colleague at Ima Financial Group, Inc.
Morocco, Morocco
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MJ
Maria Jose Ocampo
Colleague at Ima Financial Group, Inc.
Argentina, Argentina
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HR
Hunter Regan
Colleague at Ima Financial Group, Inc.
Denver Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Levi Milton works for IMA Financial Group, Inc..
Levi Milton is listed as Account Specialist for IMA Financial Group at IMA Financial Group, Inc..
Levi Milton is based in The Colony, Texas, United States while working with IMA Financial Group, Inc..
Levi Milton has worked for Ima Financial Group, Inc., Towerstone, Inc., and Marci Shafto Cpa, Llc.
Levi Milton's colleagues at IMA Financial Group, Inc. include Martha Bennett, Tami Sanford, Miriam Alvarenga, William Kaufmann, Afsb, and Sami Çelik.
You can use AeroLeads to view verified contact signals for Levi Milton at IMA Financial Group, Inc., including work email, phone, and LinkedIn data when available.
Levi Milton holds Bachelor Of Business Administration - Bba, Accounting And Business/Management from Texas State University.
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