Levi Milton
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Levi Milton Email & Phone Number

Account Specialist for IMA Financial Group at IMA Financial Group, Inc.
Location: The Colony, Texas, United States 3 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Account Specialist for IMA Financial Group
Location
The Colony, Texas, United States
Company size

Who is Levi Milton? Overview

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Quick answer

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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Email format at IMA Financial Group, Inc.

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IMA Financial Group, Inc.

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Profile bio

About Levi Milton

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."

Current workplace

Levi Milton's current company

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IMA Financial Group, Inc.
Ima Financial Group, Inc.
Account Specialist for IMA Financial Group
wichita, kansas, united states
Website
Employees
1179
AeroLeads page
3 roles

Levi Milton work experience

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Account Specialist

Current

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.

Nov 2023 - Present

Operations Assistant

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.

Jun 2022 - Nov 2023

Tax Preparer

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.

Mar 2018 - Sep 2020
Team & coworkers

Colleagues at IMA Financial Group, Inc.

Other employees you can reach at imacorp.com. View company contacts for 1179 employees →

1 education record

Levi Milton education

FAQ

Frequently asked questions about Levi Milton

Quick answers generated from the profile data available on this page.

What company does Levi Milton work for?

Levi Milton works for IMA Financial Group, Inc..

What is Levi Milton's role at IMA Financial Group, Inc.?

Levi Milton is listed as Account Specialist for IMA Financial Group at IMA Financial Group, Inc..

Where is Levi Milton based?

Levi Milton is based in The Colony, Texas, United States while working with IMA Financial Group, Inc..

What companies has Levi Milton worked for?

Levi Milton has worked for Ima Financial Group, Inc., Towerstone, Inc., and Marci Shafto Cpa, Llc.

Who are Levi Milton's colleagues at IMA Financial Group, Inc.?

Levi Milton's colleagues at IMA Financial Group, Inc. include Martha Bennett, Tami Sanford, Miriam Alvarenga, William Kaufmann, Afsb, and Sami Çelik.

How can I contact Levi Milton?

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.

What schools did Levi Milton attend?

Levi Milton holds Bachelor Of Business Administration - Bba, Accounting And Business/Management from Texas State University.

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