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Stefanie Burdick Email & Phone Number

Senior Account Manager at Bolton & Company at IMA Financial Group, Inc.
Location: Anaheim, California, United States 6 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
IMA Financial Group, Inc.
Role
Senior Account Manager at Bolton & Company
Location
Anaheim, California, United States
Company size
1179 employees

Who is Stefanie Burdick? Overview

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Quick answer

Stefanie Burdick is listed as Senior Account Manager at Bolton & Company at IMA Financial Group, Inc., a with 1179 employees, based in Anaheim, California, United States. AeroLeads shows a matched LinkedIn profile for Stefanie Burdick.

Stefanie Burdick previously worked as Senior Account Manager at Ima Financial Group, Inc. and Account Executive at USI Insurance Services at Usi Insurance Services. Stefanie Burdick studied at Pepperdine Graziadio Business School.

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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 Stefanie Burdick

Experienced Account Executive with a demonstrated history of working in the insurance industry. Strong sales professional skilled in Budgeting, Customer Service, Sales, Strategic Planning, and Business Development.

Current workplace

Stefanie Burdick's current company

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IMA Financial Group, Inc.
Ima Financial Group, Inc.
Senior Account Manager at Bolton & Company
wichita, kansas, united states
Website
imacorp.com
Employees
1179
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Company profile
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6 roles · 30 years

Stefanie Burdick work experience

A career timeline built from the work history available for this profile.

Senior Account Manager

Current
Ima Financial Group, Inc.

Anaheim, California, United States

Bolton’s mission is to be the business resource that our clients count on for expert perspective. We seek to provide solutions delivered with professionalism, integrity, and excellent customer service. Our team works closely with clients to ensure they have the options, information, and clarity to make the best insurance and benefits-related decisions possible.We are committed to our clients' success, and we provide the following resources to support our clients' needs:▪ Employee benefits and HR support▪ Compliance services▪ Property and casualty insurance▪ Personal risk management▪ Alternative funding solutions▪ Talent acquisition services▪ Wellness programs▪ Industry specialists▪ Risk management and loss controlWe work closely with organizations to address their challenges and find creative solutions to align with each client's missions and goals.If you would like more information about our services, contact me at sburdick@boltonco.com.

Apr 2020 - Present

Account Executive At Usi Insurance Services

Usi Insurance Services

Torrance, Ca

USI is a leading national insurance brokerage and consulting firm delivering customized employee benefit, property and casualty, personal risk, and retirement solutions throughout the United States.My team analyzes client business issues and challenges leveraging USI ONE™, a proprietary platform integrating analytics, networked resources and strategic planning to deliver highly customized solutions with economic impact. USI’s employee benefit practice offers a broad and deep set of measurable employee benefit solutions that help our clients use their employee benefit offerings to attract talent and improve retention while maintaining an efficient and affordable cost structure. Solutions include: • Insurance Underwriting and Analytics• HR Services• Population Health and Wellness• ERISA (Compliance/Health Care Reform) Advising• Healthcare Cost Management• Pharmacy Benefit Consulting• Ancillary Benefit Consulting• Experience the USI ONE Advantage® and learn how our employee benefits practice offers highly specialized solutions and services to drive better value for your benefit spend. To learn more about USI, our capabilities, and our resources, please contact me at stefanie.burdick@usi.com or 424-390-0003. www.usi.com/employee-benefits/

Dec 2017 - Apr 2020

Senior Client Manager

Willis Group

Irvine, Ca

Nov 2013 - Dec 2014

Charter Sales

The Air Group Inc

Van Nuys, Ca

1997 - 2007 ~10 yrs
Team & coworkers

Colleagues at IMA Financial Group, Inc.

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

MJ Mia Janes Mia Janes Colleague at Ima Financial Group, Inc.Denver Metropolitan Area, United States View → LH Luke Han Luke Han Colleague at Ima Financial Group, Inc.New York, United States View → JF Jose Fragoso Coyotl Jose Fragoso Coyotl Colleague at Ima Financial Group, Inc.Los Angeles Metropolitan Area, United States View → ES Ellen Schwindaman Ellen Schwindaman Colleague at Ima Financial Group, Inc.Wichita, Kansas, United States View → YJ Yamel Jimenez Yamel Jimenez Colleague at Ima Financial Group, Inc.Oaxaca, Mexico View → NC Nuria Choy Nuria Choy Colleague at Ima Financial Group, Inc.Mexico City, Mexico View → CS Christian Stapleton Christian Stapleton Colleague at Ima Financial Group, Inc.New York City Metropolitan Area, United States View → KD Kerri Dewitt Kerri Dewitt Colleague at Ima Financial Group, Inc.Denver, Colorado, United States View → BN Brian Nelson Brian Nelson Colleague at Ima Financial Group, Inc.Pittsburgh, Pennsylvania, United States View → FS Fábio S. Stambassi Fábio S. Stambassi Colleague at Ima Financial Group, Inc.Oliveira, Minas Gerais, Brazil View →
1 education record

Stefanie Burdick education

FAQ

Frequently asked questions about Stefanie Burdick

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

What company does Stefanie Burdick work for?

Stefanie Burdick works for IMA Financial Group, Inc..

What is Stefanie Burdick's role at IMA Financial Group, Inc.?

Stefanie Burdick is listed as Senior Account Manager at Bolton & Company at IMA Financial Group, Inc..

Where is Stefanie Burdick based?

Stefanie Burdick is based in Anaheim, California, United States while working with IMA Financial Group, Inc..

What companies has Stefanie Burdick worked for?

Stefanie Burdick has worked for Ima Financial Group, Inc., Usi Insurance Services, Wells Fargo Insurance Services, Willis Group, and The Air Group Inc.

Who are Stefanie Burdick's colleagues at IMA Financial Group, Inc.?

Stefanie Burdick's colleagues at IMA Financial Group, Inc. include Mia Janes, Luke Han, Jose Fragoso Coyotl, Ellen Schwindaman, and Yamel Jimenez.

How can I contact Stefanie Burdick?

You can use AeroLeads to view verified contact signals for Stefanie Burdick at IMA Financial Group, Inc., including work email, phone, and LinkedIn data when available.

What schools did Stefanie Burdick attend?

Stefanie Burdick studied at Pepperdine Graziadio Business School.

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