Kevin J Overberg has been working as a Business Broker at Accounting Practice Sales, Inc. since 2015. Furthermore, Kevin has professional experience at more than five companies in the related field. Kevin has a total work experience of 17+ years. Kevin attended school at the Drake University from 1987 to 1991. This person has the following certificates: Cpa/Pfs, Cfp. Kevin can be found in Denver, Colorado – where this person is currently located. Find this expert's actual contacts through our search.
Name variants:
Kev Overberg
Last updated May 31, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ke**@overbergcpa.com
Location
Denver, CO
Company
Workplace
Colleagues
Work History
Business Broker
9257 Sierra College Blvd, Roseville, CA 95661
from Feb 2015
Owner
Next Stage Practice Sales LLC has teamed up with Bill Anecelle from Accounting Practice Sales, the nationwide leader in the sale of such businesses, to provide the highest level of service a...
from 2015
Owner
Overberg & Associates, PC provided proactive tax and financial planning to high net worth individuals, corporate executives as well as small business owners.
Starting from ground zero, O&A...
2002 — 2012
Tax Manager
300 Madison Ave, New York, NY 10017
Full-charge client relationship manager to high net worth individuals, corporate executives and trust fiduciaries. Co-managed department of up to seven staff plus seasonal employees.
1998 — 2002
Tax Senior
Prepare tax returns, financial and estate plans for high net worth individuals and corporate executives.
1995 — 1998
Education
1987 — 1991
Occupations
Sales Specialist
Agent
Executive
Owner
Leader
Sales Representative
Chief Executive
Managers
Skills
Leadership
Accounting
Tax
Corporate Tax
Start Ups
Customer Service
Budgets
Strategic Planning
Marketing Strategy
Income Tax
Sales
Management
Mergers and Acquisitions