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
Chief Revenue Officer
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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