Position:

Vice President, Eau Claire Office
 

Responsibilities

As a Regional Account Executive, Jason Munz works with a variety of clients to help them realize their financial and investment goals. He assists clients in financial and retirement planning.

Education

Certified Trust and Financial Advisor
Institute of Certified Bankers

Bachelor of Science, Finance
University of Wisconsin – Platteville Platteville, WI

Bachelor of Arts, Health
Institute of Certified BankerUniversity of Wisconsin – Plattevilles Platteville, WI

Experience

Regional Account Executive
Trust Point

Personal Trust Administrator
Trust Point

Management and Real Estate
RE/MAX Advantage Plus


 

Contact Information

Phone Numbers:
608-782-1148
800-658-9474

Email: jmunz@trustpointinc.com