LA CROSSE, Wis. (WXOW)- Trust Point selected two of its current employees to serve as the company's new president and first chief operating officer.
The organization appointed Bill Bosch to be Trust Point's new president. The former chief development and strategy officer earned his Bachelor of Science in Finance from the University of Wisconsin, La Crosse.
Bosch started his career at Trust Point back in 2001 as an operations intern, before gaining experience in a wide range of roles at the company. According to Bosch, Trust Point's strong company culture has helped foster personal growth and lasting relationships.
“I was given many opportunities to gain valuable experiences early on in my career,” Bosch said. “And what you will see as this organization continues to evolve is that we're trying to give other people opportunities—to pay it forward.”
Bosch plans to focus on several key initiatives for the organization moving forward, including investments in technology advancements aimed at enhancing and simplifying the client experience. According to Bosch, technology is reshaping the industry, setting the stage for the future.
“The way I like to think about it is we already have a really great team and now they will be further supported by the best technology," said Bosch. "Being there for our customers has been essential to our growth and we will continue to find new ways to better serve them.”
Additionally, Bosch emphasized continuing the organization's commitment to community partnerships, as well as providing opportunities for internal growth.
Bosch is replacing current company president and CEO Kent Handel, who has served in this role for the past two decades. During Handel's time at the organization Trust Point has seen exponential growth, as the company went from having roughly $850 million in assets to nearly $6 billion.
Trust Point also added locations in Minneapolis and Eau Claire under Handel's leadership. Handel plans to remain very involved in the business and continue to serve as CEO and chairman of Trust Point’s board of directors.
Trust Point also selected Brian Koopman to serve as the company's first chief operating officer. Koopman has been an employee at Trust Point for 20 years, serving as the organization's CFP, CPA, and former senior vice president.
Prior to his time at Trust Point, Koopman served as a supervisor and staff accountant at RSM US LLP, formally known as McGladrey & Pullen. The University of Wisconsin, La Crosse grad holds a Bachelor of Science degree in accounting and is a a CPA and Certified Financial Planner.
Koopman said he is honored to be a part of the company. "Trust Point has been a pillar of strength for over 100 years by doing what is in the best interest of our clients, and building strong, lasting relationships. We will use the past to build on our future," said Koopman.
Handel notes the transition process has been well planned and carefully executed, as both Bosch and Koopman are Trust Point veterans that have played a big role in getting the company to where it is today.
According to Handel, the two men make a good team and compliment one another well. "Bill is a high-energy professional who sees the big picture and Brian has a knack for digging into the details. I see my role now as one of mentorship—supporting them as we move into this new chapter," said Handel.