Kelli Click Email & Phone Number
President @ STRATA Trust Company
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Kelli Click Location
- Woodway, TX, US
Kelli Click Work
- President @ (January 2011 - Present)
- VP - Business Development and Marketing @ (September 2009 - February 2011)
- Board Member @ Retirement Industry Trust Association (April 1999 - Present)
- VP - Marketing, Sales and Product Development @ Sterling Trust Company (November 1989 - June 2009)
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 STRATA Trust Company, Retirement Industry Trust Association 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
Top STRATA Trust Company Employees
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Patrick Hagen
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Kaitlyn Felan
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Chris Young
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Oliver Nwofia
Vice President Service Excellence
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Sara McAuley
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Kelli Click
President
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Jamie Reed
Chief Operating Officer
Waco, TX, US
Melissa Coffman
Quality Control Manager
Hewitt, TX, US
Heaven Epperson
Investor Onboarding Representative
Waco, TX, US
Crissy Forrester
Operations Manager
Woodway, TX, US
Pamela Carpenter
Compliance Manager
Woodway, TX, US
Gail Hamilton
Executive Assistant
Moody, TX, US
Elissa Jones
Operations Associate Lead
Waco, TX, US
Cody Landers
Relationship Manager - Precious Metals
Waco, TX, US
Gabrielle Leonardi
Trust Accounting Manager
Austin, TX, US
Eubin Shim
Operations Associate
United States
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