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Dan Overbey

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Dan Overbey

Divisional President | BISA

Fort Lauderdale, Florida, United States

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Dan Overbey

Summary

Dan Overbey is a seasoned executive in the financial services industry, currently serving as Divisional President at IFP Institutional Services. He has a proven track record of founding and leading wealth management firms, notably Private Wealth Alliance, which provides strategic guidance to financial institutions. With extensive experience in both retail and commercial banking, Dan has held senior leadership positions at notable institutions such as BankUnited and Colonial Bank. His commitment to the community is evident through his involvement with various non-profit organizations, including serving as a court-appointed Guardian ad Litem. Dan's expertise extends to board governance and industry associations, where he has played pivotal roles, including past president of the Bank Insurance & Securities Association. He is also recognized for his strategic foresight in developing wealth management programs that cater to diverse financial needs. Dan's educational background includes advanced learning from prestigious institutions, enhancing his leadership capabilities.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Non-Profit Experience

Dan Overbey

Work Experience

💼

Divisional President at

Independent Financial Partners (IFP)

July 2015 - Present

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Founder | CEO at

Private Wealth Alliance

April 2013 - Present

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Emeritus Board Director | Past President at

BISA

March 2006 - Present

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President/CEO at

BankUnited, Inc.

January 2010 - July 2013

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President/CEO at

BB&T

April 2008 - January 2010

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Senior Vice President | National Sales Manager at

First Horizon National Corporation

January 1988 - April 2008

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Dan Overbey

Education

Exit Planning Institute

January 2021 - January 2021

University of Memphis | Fogleman College of Business

January 1973 - January 1977

Wharton School, Ceo Roundtable

University of Chicago Booth School of Business Executive Education, Ceo Roundtable

Frequently Asked Questions about Dan Overbey

What is Dan Overbey email address?

Dan Overbey's primary email address is ********@bisanet.org. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Dan Overbey work for?

Dan Overbey is a Divisional President at BISA, a company specializing in Security brokers & dealers.

Where Dan Overbey graduated from?

Dan Overbey holds a degree in Cepa-Credentialing Organization Building Knowledge Around "Exit Planning" For Business Owners. from Exit Planning Institute.

How can I directly contact Dan Overbey?

To contact Dan Overbey directly, you can use the email address ********@bisanet.org. Complete contact information is available upon registration with Muraena.

Who is Dan Overbey?

Dan Overbey is a seasoned executive in the financial services industry, currently serving as Divisional President at IFP Institutional Services. He has a proven track record of founding and leading wealth management firms, notably Private Wealth Alliance, which provides strategic guidance to financial institutions. With extensive experience in both retail and commercial banking, Dan has held senior leadership positions at notable institutions such as BankUnited and Colonial Bank. His commitment to the community is evident through his involvement with various non-profit organizations, including serving as a court-appointed Guardian ad Litem. Dan's expertise extends to board governance and industry associations, where he has played pivotal roles, including past president of the Bank Insurance & Securities Association. He is also recognized for his strategic foresight in developing wealth management programs that cater to diverse financial needs. Dan's educational background includes advanced learning from prestigious institutions, enhancing his leadership capabilities.

Dan`s contact details

mail

********@bisanet.org

***********@ifpartners.com

***@private-wealth-alliance.com

********@bankunited.com

***********@atlantic-capital-advisors.com

Colleagues

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Jonathon Allen

Board Member

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