Garren Lindsay Agle

Gestionnaire de Portefeuille-Actions chez Diversified Management, Inc.

Profil

Mr. Garren L.
Agle is Vice President, Chief Information Officer & Financial Adviser at Diversified Management, Inc. His responsibilities includes developing and refining financial plans, implementing investment strategies, monitoring investment performance, and helping clients set new financial goals.
He also helps clients with tax preparation and tax planning strategies.
As Manager of Technology, he is responsible for developing the overall technology strategy for the firm and the coordination of all outside technical vendors.
Prior to joining Diversified Management, Mr. Agle worked as a Director of Operations at Cream City Investment Services.
He is a past board member of Habitat for Humanity of Waukesha County.
He graduated from the University of Wisconsin-Whitewater in 2003 with a degree in business administration, majoring in finance.
He is a Certified Financial Planner and a member of the Financial Planning Association.

Postes actifs de Garren Lindsay Agle

Sociétés	Poste	Début
Diversified Management, Inc.	Gestionnaire de Portefeuille-Actions	01/01/2006

Formation de Garren Lindsay Agle

University of Wisconsin

Undergraduate Degree