Michael Paul Schmidt
Voorzitter bij Diversified Management, Inc.
Profiel
Mr. Michael P.
Schmidt is a Chairman, President & Chief Compliance Officer at Diversified Management, Inc. As the Chief Compliance Officer, His most important role with DMI is as the executive responsible for compliance with regulatory requirements and the development of policies and procedures, according to the rules issued by the Securities and Exchange Commission.
Prior to joining Diversified Management in 1996, he was a Supervisor and Trust Operations/Securities Team Leader in the securities department of Firstar Trust Company.
He graduated from the University of Wisconsin-Whitewater in 1990 with a Bachelor of Business Administration, majoring in finance.
He is a Certified Financial Planner and a member of the Financial Planning Association.
Actieve functies van Michael Paul Schmidt
| Bedrijven | Functie | Begin |
|---|---|---|
Diversified Management, Inc.
 Diversified Management, Inc. Investment ManagersFinance Diversified Management, Inc. (DMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1993 by Mark Homan. DMI provides investment advisory, financial planning, and income tax services to high net-worth individuals or families, trusts, and estates. | Voorzitter | 01-01-1996 |
Opleiding van Michael Paul Schmidt
| University of Wisconsin | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Diversified Management, Inc.
Diversified Management, Inc. Investment ManagersFinance Diversified Management, Inc. (DMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1993 by Mark Homan. DMI provides investment advisory, financial planning, and income tax services to high net-worth individuals or families, trusts, and estates. | Finance |
