Kelli Click Email & Phone Number

As President at STRATA Trust, I drive the strategic vision for the company and support its mission of providing straightforward and transparent self-directed IRA administration and asset custody for savvy investors. In my role, I oversee our firm's business development and marketing strategy for our institutional and individual channels. Before becoming President of STRATA in 2011, I served as Vice President of Sales andBusiness Development at Sterling Trust Company. With over 30 years of experience in the self-directed retirement plan industry, my expertise is focused on delivering retirement custody and administration solutions for today's investors that are passionate about tax-advantaged investing with direct investments and alternative assets.STRATA is a leading provider of alternative asset custody and IRA administration for investors and investment professionals nationwide.

Listed skills include Investments, Iras, Retirement Planning, Alternative Investments, and 23 others.