Kimberly Overman Email and Phone Number
Vice President Of Strategic Planning
at
Concierge Financial Organization
Kimberly Overman's email is koverman@thefinancialwell.com
and
Kimberly Overman's phone number is +1813-695-3622
.
Kimberly Overman Contact Details
Email
koverman@thefinancialwell.com
Email
kimberlyoverman@thefinancialwell.com
Email
info@thefinancialwell.com
Email
overmank@hcflgov.net
Phone
+1813-695-3622
Phone
+1813-229-2000
Kimberly Overman Company Details
Location
Tampa, Florida, United States
Industry
Financial Services
Kimberly Overman's Current Company
Concierge Financial Organization
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Industry | Financial Services |
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Location | Tampa, Florida, United States |
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Industry | Financial Services |
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Location | Tampa, Florida, United States |
Kimberly Overman's Experience and Education
Work Experience
Financial Planning Association Of Tampa Bay
2009 President
2009-01 to 2009-12
Heights Urban Core Chamber
President
2014-08 to 2017-12
Vice President Of Strategic Planning
2020-03 to Unknown
Tampa, Florida, United States
Fpa Of Tampa Bay
2010 Chairperson
2010-01 to 2010-12
2013 Legislative Liaison 2012 Chairman Executive Board Member
2010-01 to 2015-01
Denver, Colorado, United States
Independent Investment Advisor
1995-03 to 2019-12
San Francisco, California, United States
Tampa Bay Estate Planning Council
2010 2015 Tampa Bay Estate Planning Council Executive Board Member
2010-07 to 2015-07
Chief Executive Officer And President
1998-03 to 2019-12
Tampa, Florida, United States
Budget And Finance Citizen Advisory Committee Tampa City Council
2011-10 to 2016-11
Florida, United States
Education
Woodrow Wilson High School (Washington, D.C.)
College Of Financial Planning
Financial Economics
Woodrow Wilson High School
1974 to 1976
Bachelor Of Science in Agricultural Economics
1976 to 1982
College Park, Maryland, United States
Frequently Asked Questions about Kimberly Overman
What company does Kimberly Overman work for?
Kimberly Overman works for Concierge Financial Organization
What is Kimberly Overman's role in his workplace?
Kimberly Overman's role in his workplace is
Vice President Of Strategic Planning .
Which industry does Kimberly Overman work in currently?
Kimberly Overman works in the industry
Financial Services.
What is Kimberly Overman's email address?
Kimberly Overman's email address is koverman@thefinancialwell.com
What is Kimberly Overman's direct phone number?
Kimberly Overman's direct phone number is +1813-695-3622
What schools did Kimberly Overman attended?
Kimberly Overman attended
Woodrow Wilson High School (Washington, D.C.),
College Of Financial Planning,
Woodrow Wilson High School,
College For Financial Planning,
and
University Of Maryland.
What are some of Kimberly Overman's interests?
Kimberly Overman has interests in
Social Services,
Economic Empowerment,
Politics,
Education,
Environment,
Arts And Culture,
and
Health.
What are some of Kimberly Overman's skills?
Kimberly Overman has skills like
Strategic Financial Planning,
Wealth Management,
Women Owned Business,
Retirement Planning,
Investment Advisory Services,
Fiduciary Services,
Estate Planning,
Elder Care,
Personal Tax Planning,
Investment Advisory,
Investments,
Retirement,
Financial Advisory,
Wealth,
Financial Planners,
Asset Management,
Financial Services,
Wealth Management Services,
Finance,
Risk Management,
and
Personal Finance.
Who are Kimberly Overman's colleagues?
Kimberly Overman's colleagues are
Glen Whitacre,
Diana Perez,
Manny Cordova,
Kevin Moriarty,
Manuel Cordova,
Scott Russell,
and
William Cummings.
Who are Kimberly Overman's peers at other companies?
Kimberly Overman's peers at other companies are
Marie Katz,
Christopher Young,
Junyoung Kim,
Rachel Okeson,
Johan Louw,
Win Boyles,
and
Susan Walston.
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