Profil
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.
Postes actifs de Michael Paul Schmidt
| Sociétés | Poste | Début |
|---|---|---|
Diversified Management, Inc.
Diversified Management, Inc. Investment ManagersFinance DMI manages separate portfolios using asset allocation strategies designed to achieve each client's specific financial objectives while limiting overall risk. They provide investment advice regarding cash management, bonds, mutual funds, stock management and alternative investments. The firm's recommendations may also include concentrated stock positions, real estate, employer retirement plan accounts and variable insurance products. | Président | 01/01/1996 |
Formation de Michael Paul Schmidt
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Diversified Management, Inc.
Diversified Management, Inc. Investment ManagersFinance DMI manages separate portfolios using asset allocation strategies designed to achieve each client's specific financial objectives while limiting overall risk. They provide investment advice regarding cash management, bonds, mutual funds, stock management and alternative investments. The firm's recommendations may also include concentrated stock positions, real estate, employer retirement plan accounts and variable insurance products. | Finance |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















