Trust Point Inc.
Financial Services
La Crosse, Wi, United States
106 employees
- Employees
- 106
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Trust Point Inc. Overview
- Headquarters
- La Crosse, Wi, United States
- Phone Number
- Available in AeroLeads
- Website
- trustpointinc.com
- Industry
- Financial Services
- Employees
- 106
- Founded
- 1913
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Trust Point Inc.
Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of wealth management services. Our professional staff includes attorneys, accountants, financial planners, investment analysts, and administrative experts who all share a common goal - to personally attend to your financial objectives. Whether you are an individual in need of trust and financial services, or a company seeking a customized retirement plan, we are prepared to provide you with our professional expertise.
Trust Point Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Trust Point Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matthew Evans | Senior Wealth Strategist - the Family | Minneapolis, Minnesota, United States |
Email
Phone
|
| Randy Van Rooyen, Cfa | Senior Vice President - Strategic | La Crosse, Wisconsin, United States |
Email
|
| Angela Strangman , Mba, Cfmp, CMO | Trust Point, a Wealth, Investment | La Crosse-onalaska Area, United States |
Email
Phone
|
| Julie Westbrock | Vice President - Development at Trust | Greater Minneapolis-st. Paul Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
16 profiles
Executive
8 profiles
Manager
8 profiles
Director
2 profiles
Associate / junior
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 8 | 8 | 7 |
| General | 5 | 5 | 2 |
| Sales | 4 | 4 | 1 |
| Finance | 3 | 3 | 0 |
| Marketing | 2 | 2 | 1 |
| IT | 1 | 1 | 0 |
Trust Point Inc. Tech Stack
Data / AI
1 profile
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