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Kelli Click

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Kelli Click

President | STRATA Trust Company

Woodway, Texas, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Kelli Click

Work Experience

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President at

STRATA Trust Company

January 2011 - Present

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Board Member at

Retirement Industry Trust Association

April 1999 - Present

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VP - Business Development & Marketing at

STRATA Trust Company

September 2009 - February 2011

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VP - Marketing, Sales and Product Development at

Sterling Trust

November 1989 - June 2009

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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

mail

**********@stratatrust.com

Colleagues

Forest Reel

Vice-President

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Michele Maruri

Chief Financial Officer

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Dena Mayo

Vice President of Marketing and Communications

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William Pascarella

Chief Technology Officer

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Margaret Mcvan

Vice President, Client Experience

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