Dan Overbey is a highly qualified professional, that works in Independent Financial Partners (Ifp) main office of which is in 728. as a Managing Director since 2015. This person gained professional experience in more than seven positions at different companies. Dan Overbey went to the Vanderbilt University - Owen Graduate School of Management and was studying from 2016 to 2016. Hartford, Connecticut is the city, where the professional was lastly known to settle. This expert's phone number and email can be accessed through SoftwareOfficial on demand.
Name variants:
Daniel Overbey
Last updated May 02, 2024
Contact Information
Last Update
Jul 6, 2022
Email
do**@bankunited.com, dw**@ftb.com
Location
Hartford, CT
Company
Independent Financial Partners (Ifp)
Workplace
Managing Director
Work History
Managing Director
3030 north Rocky Point Dr west #700, Tampa, FL 33607
IFP Institutional Services is a national firm that partners with financial institutions to introduce wealth management programs. Aligned with LPL Financial, we work to develop a turnkey, cus...
from Jul 2015
Founder | Chief Executive Officer
Private Wealth Alliance is a Fort Lauderdale-based wealth advisory firm that consults with financial institutions, retirement plan groups and other financial aggregators.
from Apr 2013
President and Chief Executive Officer
7815 northwest 148Th Street Rd, Miami Lakes, FL 33186
Served as Executive Vice President at BankUnited and President & CEO for BankUnited Investment Services. BankUnited (NYSE: BKU) is a $30.0 billion bank and operates >100 bank locations acros...
Jan 2010 — Jul 2013
President and Chief Executive Officer
Direction of the Wealth Management Group at Colonial Brokerage, Inc., a wholly-owned subsidiary of Colonial BancGroup. Colonial Bank was a $30.0 billion organization with 300+ offices in fiv...
Apr 2008 — Jan 2010
Emeritus Board Directors | Past President
BISA is the largest industry association representing banks, credit unions and other financial services companies engaged in the securities industry. BISA is the "go to" organization for fin...
from Mar 2006
Senior Vice President | National Sales Manager
Responsible for the direction of the national investment, insurance and financial planning strategy for First Horizon National Corporation, a $40.0 billion financial services company based i...
Jan 1988 — Apr 2008
Education
1977 — 1981
1973 — 1977
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Chairperson
Executive Vice President
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Finra Licensed
Marketing
Sales
Business Intelligence
Sales Manager