Directory
>
Kelli Click
Kelli Click
President | STRATA Trust Company
Woodway, Texas, United States
Kelli Click
Summary
Kelli Click is a seasoned executive with over 30 years of experience in the self-directed retirement plan industry, currently serving as the President of STRATA Trust Company. Under her leadership, STRATA has become a leading provider of alternative asset custody and IRA administration, catering to savvy investors across the nation. Kelli's expertise spans various aspects of financial services, including business development, marketing strategy, and compliance. She has a strong track record of fostering relationships within the investment community and has significantly contributed to the growth of assets under custody in her previous roles. Kelli's commitment to transparent and straightforward IRA administration sets her apart in a competitive field. Additionally, she is an accomplished author, having published several articles on retirement investing strategies. Her educational background includes a Bachelor of Business Administration from Baylor University, where she honed her leadership and strategic planning skills. Kelli's passion for tax-advantaged investing and alternative assets drives her professional endeavors.
Kelli Click
Work Experience
President at
STRATA Trust Company
January 2011 - Present
Board Member at
Retirement Industry Trust Association
April 1999 - Present
VP - Business Development & Marketing at
STRATA Trust Company
September 2009 - February 2011
VP - Marketing, Sales and Product Development at
Sterling Trust
November 1989 - June 2009
Kelli Click
Education
Baylor University, Bachelors
January 1970
Baylor University, Bachelors
January 1970 - January 1970
Frequently Asked Questions about Kelli Click
What is Kelli Click email address?
Kelli Click's primary email address is **********@stratatrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Kelli Click work for?
Kelli Click is a President at STRATA Trust Company, a company specializing in Functions related to depository banking.
Where Kelli Click graduated from?
Kelli Click holds a degree in Bachelor Of Business Administration from Baylor University.
How can I directly contact Kelli Click?
To contact Kelli Click directly, you can use the email address **********@stratatrust.com. Complete contact information is available upon registration with Muraena.
Who is Kelli Click?
Kelli Click is a seasoned executive with over 30 years of experience in the self-directed retirement plan industry, currently serving as the President of STRATA Trust Company. Under her leadership, STRATA has become a leading provider of alternative asset custody and IRA administration, catering to savvy investors across the nation. Kelli's expertise spans various aspects of financial services, including business development, marketing strategy, and compliance. She has a strong track record of fostering relationships within the investment community and has significantly contributed to the growth of assets under custody in her previous roles. Kelli's commitment to transparent and straightforward IRA administration sets her apart in a competitive field. Additionally, she is an accomplished author, having published several articles on retirement investing strategies. Her educational background includes a Bachelor of Business Administration from Baylor University, where she honed her leadership and strategic planning skills. Kelli's passion for tax-advantaged investing and alternative assets drives her professional endeavors.
Kelli`s contact details
**********@stratatrust.com
Colleagues
Vice-President
Chief Financial Officer
Vice President of Marketing and Communications
CEO
Chief Technology Officer
Vice President, Client Experience