Executive Management

Proven ability to manage budgets, analyze financial data, and lead strategic decision-making to optimize resource allocation and support non-profit initiatives. Adept at translating financial expertise into effective resource allocation, fund management, and program development for non-profit organizations. Expertise in developing and executing financial strategies aligned with non-profit goals, ensuring sustainable growth and programmatic success. Well-versed in leveraging financial insights to allocate resources effectively, maximize impact, and ensure responsible stewardship of donor funds. Skilled in transforming financial narratives into compelling fundraising strategies, enhancing donor engagement and support for non-profit initiatives.

Areas of Expertise

Career Experience

Overman Capital LLC, Bedford Hills, NY 2012 – Present Managing Partner, Owner

Drive strategic company direction, growth, and success by leveraging strong leadership, industry expertise, and business acumen. Develop and execute a comprehensive strategic vision, setting clear goals and objectives for sustainable growth and profitability. Lead business development efforts, identifying new opportunities, cultivating client relationships, and expanding company's portfolio. Manage financial operations, budgets, and performance metrics to ensure fiscal responsibility and optimal resource allocation. Oversee investment strategies, research, and portfolio management, ensuring alignment with clients' financial goals.

• Pioneered a donor-advised fund for the family, overseeing and strategically investing $5M while providing expert guidance and recommendations on various philanthropic charities and options.

• Established and spearheaded Overman Capital, a distinguished Family Office specializing in delivering comprehensive financial services tailored to a single family's unique needs.

• Oversaw over $100M in assets under management while successfully directing diverse endeavors.

• Drove optimal financial growth by leading asset allocation strategies and orchestrating lucrative private equity investments.

Deutsche Bank Alex Brown, Greenwich, CT 2010 – 2012 Financial Advisor

Assisted clients achieve short-term and long-term objectives by conducting thorough financial assessments, developing personalized financial plans, and providing strategic advice. Recommended and implemented suitable investment strategies, portfolio allocations, and asset allocation based on clients' financial profiles. Collaborated with clients and estate planning professionals to create effective estate plans, including wills, trusts, and beneficiary designations.

• Contributed significantly to raising over $50M in assets under management during a span of ~2 years. Jeffrey P. Overman ad3e5t@r.postjobfree.com • 203-***-**** LinkedIn Profile • Bedford, NY 10506

• Program Management

• Financial Management

• Communication & Marketing

• Risk Assessment & Mitigation

• Training & Leadership

• Business Management

• Performance Evaluation

• Relationship Management

• Regulatory & Budget Compliance

• Continuous Process Improvement

• Fundraising & Partnership Building

• Strategic Planning & Implementation

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• Fostered growth within the Hedge Fund / Trading sector through meticulous management and expansion of Hedge Fund / Institutional client relationships.

• Functioned as integral member of high-performing three-person team that consistently generated annual commissions exceeding $2M, showcasing a robust and sustained track record. Morgan Stanley Smith Barney, New York, NY 2008 – 2010 Financial Advisor – Associate Program

Educated and advocated diverse financial products, including equities, fixed income, structured products, private equity, life insurance, long-term care, and disability, augmenting potential avenues for client success. Stewarded diverse portfolio of approximately 35 clients, skillfully managing and growing assets exceeding $45M.

• Devised and executed personalized short- and long-term financial strategies, tailored to meet unique client aspirations, generating optimized outcomes within profit-driven, customer-centric environments.

• Ranked within top 15 percent of associate class for sixteen months, based on substantial revenue and new asset creation.

Additional Experience

Managing Director, GP Nurmenkari (Broker Dealer)

Senior Sales Assistant, Lehman Brothers, New York, NY Sales & Trading Assistant, Dominick & Dominick LLC, New York, NY Account Manager, Merkle Inc., Lanham, MD

Education

Bachelor of Arts in History, Supplemental Coursework in Economics St. Lawrence University, Canton, NY

Certifications

Series 7, Series 66, Series 31, and Variable Life and Health Insurance Licensed Volunteer Experience

Volunteer Committee Member, Parkinson Foundation, Bedford Hills, NY, 2019 – Present Technical Proficiencies

Bloomberg Systems Thomson One MS Office Suite – Word, Project, Excel, PowerPoint, Outlook Windows Epiphany Page 2 2

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