Jason Munz is a high-skilled expert, who works in Trust Point Inc main office of which is in 832. as a Vice President from 2018. This person gained professional experience in more than two positions at various companies. Jason Munz went to the University of Wisconsin - Platteville and got education from 1999 to 2004. Jason has these qualifications: Certified Trust & Financial Advisor and Institute of Certified Bankers. La Crosse, Wisconsin is the city, where this professional was known to be situated. This expert's contacts are accessed through this website on demand.
Name variants:
Jayson Munz,
Jay Munz
Last updated May 24, 2024
Contact Information
Last Update
Jul 3, 2022
Email
jm**@trustpointinc.com
Location
La Crosse, WI
Company
Trust Point Inc.
Workplace
Vice President
Work History
Assistant Vice President - Regional Account Executive at Trust Point Inc
230 Front St north, La Crosse, WI 54601
Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of financial-related services. Our professional staff includes attorneys...
Apr 2007 — Feb 2018
Education
1999 — 2004
1995 — 1999
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Assistant Vice President
Sales Specialist
Regional Account Executive
Analysts
Chief Administrative Officer
Chief Executive
Accounting Bookkeeper
Bookkeeper
Regional Sales Consultant
Sales Representative
Skills
Investments
Financial Analysis
Estate Planning
Retirement Planning
Customer Service
Wealth Management
Portfolio Management
Strategic Financial Planning
Retirement
Financial Planning
Leadership