STRATA Trust Company
- Teams
- Management Team
Management Team
About
The Management Team at STRATA Trust Company oversees and coordinates various aspects of the company's operations, ensuring the accuracy of data, smooth onboarding processes, exceptional client services, timely investment updates, effective compliance, robust trust accounting, and overall client satisfaction. Each manager specializes in their respective area, collectively working to maintain STRATA's reputation as a top-tier IRA custodian and enhance the client experience.
Team members
Bryan Felan
Relationship Manager
Crissy Forrester
Operations Processing Manager
Daniel Combs
Client Experience Manager
Jennifer Jones
Data Integrity Manager
Melissa Coffman
Onboarding Manager
Melissa Stead
Relationship Manager, OPA
Mylene Erwin
Relationship Manager
Pamela Boyd
Compliance Manager
Sandra Maldonado
Relationship Manager, Precious...
Stacy Fikes
Client Services Manager
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