Amy Castillo Email & Phone Number
Account Manager @ IMA Financial Group, Inc.
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Amy Castillo Location
- Dallas, TX, US
Amy Castillo Work
- Account Manager @ (May 2026 - Present)
- Account Specialist @ (July 2025 - May 2026)
- Private Client Executive @ (September 2024 - July 2025)
- Sr. Private Client Advisor @ (August 2022 - September 2024)
- Private Client Advisor | Inside Sales @ (January 2020 - August 2022)
- Account Executive @ (September 2018 - January 2020)
- Marketing Representative @ (May 2016 - September 2018)
- Marketing @ IMA | Waldman (July 2011 - May 2016)
- Underwriting Assistant @ Heartland Marketing Group (March 2007 - July 2011)
Amy Castillo Education
- Collin College
Associate of Arts and Sciences (A.A.S.)
2001-2003 - University of North Texas
Bachelor of Arts - BA
Amy Castillo Skills
- Account Management
- Accounting
- Brokers
- Carrier Relationships
- Casualty
- Casualty Insurance
- Client Relations
- Commercial Insurance
- Communication
- Coverages
- Creative Problem Solving
- Customer Relationship Management (CRM)
- Customer Service
- D&O
- Digital Risk
- Disability Insurance
- Employment Practices Liability
- Excess
- Family Offices
- General Insurance
- HNW
- Health Insurance
- High-Net-Worth Individuals (HNWI)
- High-Net-Worth Insurance
- Homeowners
- Insurance
- Insurance Brokerage
- Legal Liability
- Liability
- Management
- Negotiation
- New Business Generation
- Organization Skills
- Personal Insurance
- Policy Interpretation
- Private Clients
- Problem Solving
- Professional Liability
- Property & Casualty Insurance
- Risk Management
- Sales & Marketing
- Umbrella Insurance
- Underwriting
- Workers Compensation
- Workload Prioritization
Amy Castillo Summary
- Amy Castillo, based in Dallas, TX, US, is currently a Account Manager at IMA Financial Group, Inc.. Amy Castillo brings experience from previous roles at IMA Financial Group, Inc., IMA Private Client, IMA Select LLC and HUB International. Amy Castillo holds a 2001 - 2003 Associate of Arts and Sciences (A.A.S.) @ Collin College. With a robust skill set that includes Account Management, Accounting, Brokers, Carrier Relationships, Casualty and more. Amy Castillo has 3 emails and 4 mobile phone numbers on RocketReach.
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