Trust Point Inc.

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
Industry
Financial Services
Employees
106
Founded
1913
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Matthew Evans Senior Wealth Strategist - the Family
Email Phone
Randy Van Rooyen, Cfa Senior Vice President - Strategic
Email
Angela Strangman , Mba, Cfmp, CMO Trust Point, a Wealth, Investment
Email Phone
Julie Westbrock Vice President - Development at Trust
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 Email 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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