AUSTIN, Texas, April 11, 2016 /PRNewswire/ -- Self Directed IRA Services, Inc. (SDISI), a leading national IRA custodian of alternative investments with offices in Austin and Waco, Texas, today announced that Jeff Thompson has joined the firm as Chief Operating Officer in its Waco office.
Mr. Thompson comes to SDISI after spending more than 25 years in the industry, having successfully run the IRA operations for one of the largest self-directed IRA custodians. While there, Mr. Thompson oversaw the asset custody and administration platform and solutions for individual investors, advisors and institutional relationships which grew to exceed $10 billion.
"I am excited to join the Self Directed IRA Services team – there is no better platform to continue my career in the self-directed IRA industry," said Mr. Thompson. "SDISI has built a 'client-first' culture that has permeated everything they do. From building an industry leading customer platform to investing in new technology that delivers a top notch online customer experience, and an expert client services team that quickly answers incoming phone calls without a wait time, they are quickly separating themselves from competitors."
"We are excited to welcome Jeff to the company," said Kelli Click, President. "He's the ideal person to maintain the industry-leading standards we've set, and help guide our firm's continued growth and success. He's been consistently successful throughout his career and his work ethic, industry knowledge, and client-first commitment make him a perfect fit for our company and what we are trying to accomplish."
Mr. Thompson holds a BBA in Marketing and Management from Baylor University and has completed PenServ's IRA technical training courses. He is also experienced in the Lean Six Sigma approach for the implementation of business process improvements.
About Self Directed IRA Services, Inc.
Self Directed IRA Services, Inc. is a leading provider of self-directed IRAs for individual investors, alternative investment platforms and institutional relationships. As the trusted custodian of over $1 billion in alternative assets for over 25,000 clients, SDISI works with financial institutions, capital raisers and financial advisers, as well as individual investors. The company specializes in the custody and administration of alternative assets which include— real estate, trust deeds, private company stock, limited partnerships and LLCs, secured notes and corporate debt, hedge funds, gold and precious metals, and other non-exchange traded investments.
With offices in Austin and Waco, Texas, the company is a subsidiary of Horizon Bank, SSB (Austin) with oversight by state and federal banking regulators.
To learn more, visit www.SDIRAServices.com.
Media Contact: Self Directed IRA Services, Inc. Rebecca Jung, 254-750-1017 |
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SOURCE Self Directed IRA Services, Inc.
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