Kelli Click Email & Phone Number
President @ STRATA Trust Company
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Kelli Click Location
- Woodway, TX, US
Kelli Click Work
- 2011 -now President @
- 1999 -now Board Member @ Retirement Industry Trust Association
- 2009 -2011 VP - Business Development and Marketing @
- 1989 -2009 VP - Marketing, Sales and Product Development @ Sterling Trust Company
Kelli Click Education
- Baylor University
Bachelor Of Business Administration (Marketing, Management)
1985-1988
Kelli Click Skills
- Alternative Investments
- Financial Advisory
- Institutional Services for Self Directed Iras
- Published Articles
- Reg D Investments in Iras
- Retirement Planning
- Sales
- Portfolio Management
- IRAs
- Investments
- Business Development
- Mortgage Lending
- 401k
- Self Directed Iras
- Strategic Planning
- Strategy
- Financial Services
- Institutional Services
- Marketing
- Public Non Traded Reits
- Precious Metal Iras
- Magazine Articles
- Real Estate Iras
- Small Business
- Management
- Venture Capital
- Retirement
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Kelli Click Summary
- Kelli Click, based in Woodway, TX, US, is currently a President at STRATA Trust Company. Kelli Click brings experience from previous roles at Retirement Industry Trust Association, STRATA Trust Company and Sterling Trust Company. Kelli Click holds a 1985 - 1988 Bachelor Of Business Administration in Marketing, Management @ Baylor University. With a robust skill set that includes Alternative Investments, Financial Advisory, Institutional Services for Self Directed Iras, Published Articles, Reg D Investments in Iras and more. Kelli Click has 2 emails and 2 mobile phone numbers on RocketReach.
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Others Named Kelli Click
Kelli Click
President
Woodway, TX, US
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Kelli Click
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Heaven Epperson
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Crissy Forrester
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Pamela Carpenter
Compliance Manager
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Gail Hamilton
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Caleb Jacobs
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Elissa Jones
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Cody Landers
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Gabrielle Leonardi
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Eubin Shim
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