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
- 2015 -now Divisional President @
- 2013 -now Founder | CEO @
- 2006 -now Emeritus Board Director | Past President @
- 2010 -2013 President and CEO @
- 2008 -2010 President and CEO @
- 1988 -2008 Senior Vice President | National Sales Manager @
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
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
Justin Kain
Director Of Recruiting
Tampa, FL, US
Chris Hamm
President
Tampa, FL, US
Jeffery Acheson
Chief Business Development Officer
Tampa, FL, US
Dan Mageras
CERTIFIED FINANCIAL PLANNER ™
Saint Petersburg, FL, US
Scott Lanza
Investment Manager | Certified Financial Planner™
Jupiter, FL, US
Peter Nunley
Director of Asset Management
Florida, United States
Carlos Enrique Rodriguez
Financial Advisor
Miami, FL, US
Chad Speziale
Investment Manager, CFP®
Boca Raton, FL, US
Austin Jerome
Software Engineer
Florida, United States
Karen Hamm
Senior Vice President
Tampa, FL, US
Tina Baker
Senior Accounting Manager
Tampa, FL, US
Benjamin Delgadillo
Personal Financial Advisor
Houston, TX, US
Deborah Kirste
IFP Financial Advisor
Los Angeles, CA, US
Christopher Bozas
Wealth Manager
Apopka, FL, US
Oscar Mejia
Director of Finance
Tampa, FL, US
Torian Johnson
Chief Compliance Officer
Largo, FL, US
Aaron Gilman
Chief Investment Officer
Tampa, FL, US
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