STRATA Trust Company

0 followers

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STRATA Trust Company is a top-tier national IRA custodian specializing in alternative investments.

Industries

Finance, Venture Capital

Headquarters

Waco, United States

Employees

11-50

Links

Org chart

Kelli Click

President

Kelli Click

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Michele Maruri

CFO

Will Pascarella

CTO

Jeff Thompson

Executive Vice President

Dena Mayo

VP, Marketing & Communications

Patrick Hagen

National Director of Business Development

Dan Rupper

Regional Director of Business Development

Jennifer Jones

Data Integrity Manager

Melissa Coffman

Onboarding Manager

Crissy Forrester

Operations Processing Manager

Pamela Boyd

Compliance Manager

Mylene Erwin

Relationship Manager

Melissa Stead

Relationship Manager, OPA

Sandra Maldonado

Relationship Manager, Precious Metals

Thalia Flores

Trust Accounting Manager

David Clendennen

Investment Updates Manager

Jordan Williams

Operations Support Specialist Manager

Teams

Management Team

10 members

Leadership Team

5 members

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