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
- Divisional President @ (July 2015 - Present)
- Founder | CEO @ (April 2013 - Present)
- Emeritus Board Director | Past President @ (March 2006 - Present)
- President and CEO @ (January 2010 - July 2013)
- President and CEO @ (April 2008 - January 2010)
- Senior Vice President | National Sales Manager @ (January 1988 - April 2008)
Dan Overbey Education
- Exit Planning Institute
(CEPA-credentialing organization building knowledge around "exit planning" for business owners.)
2021-2021 - University of Memphis 1973-1977
- The Wharton School
CEO Roundtable
- University of Chicago Booth School of Business Executive Education
CEO Roundtable
- Vanderbilt University Owen Graduate School of Management
CEO Roundtable
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 Private Wealth Alliance, Bank Insurance and Securities Association (BISA), BankUnited and Colonial Bank | Wealth Management Group. 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 2 mobile phone numbers on RocketReach.
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Top Independent Financial Partners (IFP) Employees
Dan Overbey
Divisional President
Fort Lauderdale, FL, US
Brayden Duran
VP, Corporate Development
Winter Garden, FL, US
Saransh Singh
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Chad Speziale
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Tina Baker
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Deborah Kirste
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Mazi Monshi
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Torian Johnson
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