Strata Trust Company
In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace. We take pride in empowering investors to reach their retirement goals by providing administration and custody of alternative and traditional assets. It’s our mission to provide the highest level of customer service, attention to detail and dedication to satisfy your long-term needs. STRATA Trust Company was founded in 2008 as a wholly-owned subsidiary of Horizon Bank, SSB. Formerly known as Self Directed IRA Services, Inc, we’ve rebranded and launched a new website, but what hasn’t changed is our commitment to provide outstanding client service and investment flexibility.(Content shared on this page is intended to be informational and does not constitute endorsements for investments or investment providers.)
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Verified contacts
57
available on Kipplo
LinkedIn employees
63
51 to 200 range
Open roles
—
no listings
Distinct roles
43
indexed titles
Tech stack
2
tools in use
Monthly traffic
5.5K
organic / mo
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Decision-makers and verified team members
57 contacts with verified email or phone · masked until revealed.
- DR
Dan Rupper
Director of Business Development · Sales & Business Development
EmailPhone - KF
Kaitlyn Felan
Director of Accounting · Finance & Accounting
EmailPhone - PH
Patrick Hagen
National Director of Business Development · Sales & Business Development
EmailPhone - CF
Crissy Forrester
Operations Manager · Operations
EmailPhone - GL
Gabrielle Leonardi
Trust Accounting Manager · Finance & Accounting
EmailPhone - JG
Jessica Gaddy
Client Services Manager · Customer/Client Service
EmailPhone - MC
Melissa Coffman
Onboarding Manager · Operations
EmailPhone - MS
Melissa Stead
Relationship Manager · Sales & Business Development
EmailPhone - SM
Sara McAuley
Controller · Finance & Accounting
EmailPhone
Showing 9 of 57 verified contacts
Top roles at Strata Trust Company
43 distinct titles indexed · top 10 shown.
- 5operations associate
- 3relationship manager
- 2chief operating officer
- 2client services associate
- 2client services representative
- 2operations support specialist
- 2sales onboarding representative
- 2trust accounting associate
- 1accountant
- 1assistant treasurer administrative coordinator
- +33more titles
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