Garren Lindsay Agle

Garren Lindsay Agle

Gestore di Portafoglio-Azioni presso Diversified Management, Inc.

43 anni
Finance
Consumer Services

Profilo

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.

Posizioni attive di Garren Lindsay Agle

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2006
Tutte le posizioni attive di Garren Lindsay Agle

Formazione di Garren Lindsay Agle

University of Wisconsin Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Garren Lindsay Agle

Relazioni

100 +

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private1

Finance

Vedi le connessioni aziendali
  1. Borsa valori
  2. Insiders
  3. Garren Lindsay Agle