Jonathan Schreter
Executive Vice President @IMA Financial Group, Inc.
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WORK HISTORY
Executive Vice President @IMA Financial Group, Inc.
Pasadena, CA, US
2024 marked twenty years serving as the insurance broker and risk manager for charter and independent (K-12) schools and middle market manufacturing and advanced technology businesses (100+ employees /$25MM+ in annual revenue), coordinating customized, robust and proprietary insurance solutions.Based in North America, IMA Financial Group, Inc. is an integrated financial services company focused on protecting the assets of its widely varied client base through insurance, risk management, employee benefits and wealth management solutions. As an employee-owned company, IMA’s associates are empowered to provide customized solutions for their clients’ unique needs.I’ve been honored with the William D. Bolton Award for my contributions to the Insurance Industry and have earned IMA\'s Eagles Award as a top-performing producer for ten consecutive years.Please review the multimedia below and learn more about how IMA can help you design a better risk mitigation plan for your operations.
EDUCATION
UCLA Anderson School of Management
MBA, Marketing
UC San Diego
Bachelor of Arts - BA, English Language and Literature/Letters
SKILLS
ABOUT JONATHAN SCHRETER
As Executive Vice President at IMA Financial Group, I leverage my 20 years of experience as an insurance broker and risk manager for charter and independent K-12 schools and middle market manufacturing and advanced technology businesses. I hold the Certified Insurance Counselor (CIC) designation and an MBA in Marketing from UCLA Anderson, which equip me with the knowledge and skills to design and deliver customized, robust, and proprietary insurance solutions for my clients.My professional background in marketing and advertising helps me craft compelling narratives that showcase my clients\' risk management strategies and achievements to the underwriters. I also have a broad perspective of business operations and challenges, which enables me to identify and address the risks that need to be mitigated in the first place. I work best with progressive business leaders who value my active participation in their business and understand that risk management is not a commodity, but a strategic advantage.
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