Jeff Thompson

Jeff uses his 29 years of experience in the industry to consistently design and implements common-sense solutions for complicated issues. Providing IRA custodial services to the largest Investment Issuers, Product Sponsors, and Financial Advisors in the country, Jeff understands the value of institutional relationships and makes sure that every business decision is focused on win/win solutions for all parties involved.

Prior to joining STRATA Trust Company, Jeff served as Vice President of Operations with Sterling Trust Company and as Director of Directed Trustee Services for Equity Institutional. He understands the IRS complexities involved with combining alternative assets such as limited partnerships, limited liability companies, promissory notes, real estate, and precious metals into any type of Individual Retirement Account.

He has been involved in multiple account acquisitions from other custodians such as Trust Administration Services and Principal Financial Group. In addition, his involvement in multiple system conversions has provided him with a firm grasp of building out workflow systems, and document repositories, and implementing the principles of Lean Six Sigma. Jeff received his degree in Business Administration and Management from Baylor University.