Jason Munz

Chief Revenue Officer at Trust Point Inc.

Role
Chief Revenue Officer at Trust Point Inc.
Location
Eau Claire, WI, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Chief Revenue Officer

    Trust Point Inc.

    Feb 2025 — Present · Eau Claire, WI, US

Education

  • University of Wisconsin-Platteville

    BS & BA, Business Administration, Finance

    1999 — 2004

Skills

  • Portfolio Management
  • Leadership
  • Retirement
  • Strategic Financial Planning
  • Customer Service
  • Estate Planning
  • Financial Planning
  • Wealth Management
  • Investments
  • Financial Analysis
  • Retirement Planning

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Jason Munz — Chief Revenue Officer at Trust Point Inc. in Eau Claire, WI, US | Unifers