Dan Zagata is the Managing Director of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, Palm Beach Gardens, and Boca Raton. Dan brings 17 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals. Dan earned a BA in Economics and an MBA in Finance from Bentley University, Boston, and earned his DBA in Finance from the International School of Management, Paris, France. He also holds a graduate certificate of Financial Planning from University of Miami. In addition, he has earned the Certificate Financial Planner designation, Chartered Financial Consultant and Chartered Life Underwriter from the American College. He is also an Accredited Investment Fiduciary.
Working in the role of Business Consultant for multiple leading PEOs, Denise learned first-hand the art and skills for fitting clients’ business circumstances with the PEO company most suited to their immediate and long-term needs. She began her career in customer service/human resources where she acquired certifications including:
- Health and Life license
- PHR (Professional of Human Resources) certification
- OSHA 501(c) certification for General Industries.
Throughout her career, Denise has been fortunate to work with leaders and mentors who have taken a personal interest in her career advancement. She is currently involved with the NGLCC’s Mentorship Program through which Denise is coached by Kellog's Supplier Diversity Manager – a rich and rewarding experience. Denise is an active community volunteer, never forgetting the importance of the help she has received from others.