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Dan Overbey
Dan Overbey
Divisional President | BISA
Fort Lauderdale, Florida, United States
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.
Dan Overbey
Work Experience
Divisional President at
Independent Financial Partners (IFP)
July 2015 - Present
Founder | CEO at
Private Wealth Alliance
April 2013 - Present
Emeritus Board Director | Past President at
BISA
March 2006 - Present
President/CEO at
BankUnited, Inc.
January 2010 - July 2013
President/CEO at
BB&T
April 2008 - January 2010
Senior Vice President | National Sales Manager at
First Horizon National Corporation
January 1988 - April 2008
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
Vanderbilt University - Owen Graduate School of Management, 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
********@bisanet.org
***********@ifpartners.com
***@private-wealth-alliance.com
********@bankunited.com
***********@atlantic-capital-advisors.com
Colleagues
Board Member