Jason Munz Email & Phone Number
Chief Revenue Officer @ Trust Point Inc.
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Jason Munz Location
- Eau Claire, WI, US
Jason Munz Work
- Chief Revenue Officer @ (February 2025 - Present)
- Vice President @ (February 2018 - February 2025)
- Assistant Vice President Regional Account Executive @ (April 2007 - February 2018)
Jason Munz Education
- University of Wisconsin-Platteville
BS & BA (Business Administration, Finance)
1999-2004 - Highland High School 1995-1999
Jason Munz Skills
- Investments
- Estate Planning
- Financial Analysis
- Customer Service
- Retirement Planning
- Wealth Management
- Portfolio Management
- Strategic Financial Planning
- Retirement
- Financial Planning
- Leadership
- Microsoft Office
- Strategic Financial
- Business Development
- New Business Development
- Negotiation
- Credit
- Asset Allocation
- Mutual Funds
- Banking
- Microsoft Excel
- Marketing
Jason Munz Summary
- Jason Munz, based in Eau Claire, WI, US, is currently a Chief Revenue Officer at Trust Point Inc.. Jason Munz brings experience from previous roles at Trust Point Inc.. Jason Munz holds a 1999 - 2004 BS & BA in Business Administration, Finance @ University of Wisconsin-Platteville. With a robust skill set that includes Investments, Estate Planning, Financial Analysis, Customer Service, Retirement Planning and more. Jason Munz has 2 emails and 1 mobile phone numbers on RocketReach.
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