Dan Overholt Email & Phone Number
Financial Advisor @ OneDigital Health and Benefits
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Dan Overholt Location
- United States
Dan Overholt Work
- Financial Advisor @ (June 2026 - Present)
- Financial Planning Specialist @ (March 2026 - June 2026)
- Supervisor - Programming, Planning and Execution Team @ (March 2021 - March 2026)
- Portfolio Analyst @ (May 2019 - March 2021)
- Data and Systems Analyst @ (November 2016 - May 2019)
- Capital Markets Associate @ (April 2012 - June 2016)
- Budget Analyst @ (May 2011 - March 2012)
Dan Overholt Education
- University of Michigan
Bachelor's degree (Economics)
2007-2011
Dan Overholt Skills
- Investment Banking
- Capital Markets
- Fixed Income
- Corporate Finance
- Financial Markets
- Forecasting
- Portfolio Management
- Investments
- Strategy
Dan Overholt Summary
- Dan Overholt, based in United States, is currently a Financial Advisor at OneDigital. Dan Overholt brings experience from previous roles at OneDigital and U.S. Army DEVCOM Ground Vehicle Systems Center. Dan Overholt holds a 2007 - 2011 Bachelor's degree in Economics @ University of Michigan. With a robust skill set that includes Investment Banking, Capital Markets, Fixed Income, Corporate Finance, Financial Markets and more. Dan Overholt has 1 emails and 2 mobile phone numbers on RocketReach.
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