Dan Overbey Email & Phone Number
Divisional President @ Independent Financial Partners (IFP)
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Dan Overbey Location
- Fort Lauderdale, FL, US
Dan Overbey Work
- 2010 - 2013 President and CEO @
- 2008 - 2010 President and CEO @
- 1988 - 2008 Senior Vice President | National Sales Manager @
- 2015 - now Divisional President @
- 2013 - now Founder | CEO @
- 2006 - now Emeritus Board Director | Past President @
Dan Overbey Education
- Exit Planning Institute
(CEPA-credentialing organization building knowledge around "exit planning" for business owners.)
2021 - 2021 - University of Memphis | Fogleman College of Business 1973 - 1977
- The Wharton School
- University of Chicago Booth School of Business Executive Education
- Vanderbilt University Owen Graduate School of Management
Dan Overbey Skills
- Networking
- Business Strategy
- Microsoft Office
- Team Building
- Profit
- Planning
- Customer Service
- Strategic Planning
- Insurance
- Strategy
- Account Management
- Wealth Management
- Financial Planning
- Brokerage
- Finra Licensed
Dan Overbey Summary
- Dan Overbey, based in Fort Lauderdale, FL, US, is currently a Divisional President at Independent Financial Partners (IFP). Dan Overbey brings experience from previous roles at BankUnited, Colonial Bank | Wealth Management Group, First Horizon National Corporation and Private Wealth Alliance. Dan Overbey holds a 2021 - 2021 Exit Planning Institute. With a robust skill set that includes Networking, Business Strategy, Microsoft Office, Team Building, Profit and more. Dan Overbey has 3 emails and 3 mobile phone numbers on RocketReach.
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Others Named Dan Overbey
Daniel Overbey
Associate Professor
Indianapolis, IN, US
Top Independent Financial Partners (IFP) Employees
Dan Overbey
Divisional President
Fort Lauderdale, FL, US
Chris Hamm
President
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Jeffery Acheson
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Tampa, FL, US
Peter Nunley
Director of Asset Management
Florida, United States
Kevin Manning
Financial Advisor IFP IAR
Tampa, FL, US
Chad Speziale
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Boca Raton, FL, US
Austin Jerome
Software Engineer
Florida, United States
Christopher Bozas
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Apopka, FL, US
Oscar Mejia
Director of Finance
Tampa, FL, US
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