Kelli Click

Kelli Click Email and Phone Number

President of STRATA Trust Company @ STRATA Trust Company
austin, texas, united states
Kelli Click's Location
Woodway, Texas, United States, United States
Kelli Click's Contact Details

Kelli Click personal email

About Kelli Click

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.

Kelli Click's Current Company Details
STRATA Trust Company

Strata Trust Company

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President of STRATA Trust Company
austin, texas, united states
Website:
stratatrust.com
Employees:
40
Kelli Click Work Experience Details
  • Strata Trust Company
    President
    Strata Trust Company Jan 2011 - Present
    Waco, Texas
  • Strata Trust Company
    Vp - Business Development & Marketing
    Strata Trust Company Sep 2009 - Feb 2011
  • Retirement Industry Trust Association
    Board Member
    Retirement Industry Trust Association Apr 1999 - Present
    Www.Ritaus.Com
  • Sterling Trust Company
    Vp - Marketing, Sales And Product Development
    Sterling Trust Company Nov 1989 - Jun 2009

Kelli Click Skills

Investments Iras Retirement Planning Alternative Investments Financial Services Business Development Management Retirement Strategy Marketing 401k Portfolio Management Mortgage Lending Strategic Planning Small Business Self Directed Iras Venture Capital Financial Advisory Sales Real Estate Iras Magazine Articles Precious Metal Iras Reg D Investments In Iras Public Non Traded Reits Published Articles Institutional Services For Self Directed Iras 401 Retirement Savings Plans

Frequently Asked Questions about Kelli Click

What company does Kelli Click work for?

Kelli Click works for Strata Trust Company

What is Kelli Click's role at the current company?

Kelli Click's current role is President of STRATA Trust Company.

What is Kelli Click's email address?

Kelli Click's email address is ke****@****ail.com

What skills is Kelli Click known for?

Kelli Click has skills like Investments, Iras, Retirement Planning, Alternative Investments, Financial Services, Business Development, Management, Retirement, Strategy, Marketing, 401k, Portfolio Management.

Who are Kelli Click's colleagues?

Kelli Click's colleagues are Summer Garza, Sandra Maldonado, Christy Allison, Melinda Harris, Elissa Jones, Gabrielle Leonardi, Susan Swanson.

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