Who Does It?
Corrected Statements
Cassy Centeno
RMD Notices
January
Incoming Call Hold Time
1 min
Debt instrument that turns into equity/shares of a company upon maturity.
Convertible Note
Checks should go to Austin, for this department to process.
Accounting
990-T Payments
Crissy Forrester
1099s
January
Purchases (if in good order)
Up to 48 hrs
Silver, Gold, Palladium, and Platinum!
Precious Metals
The name of our parent company which headquarters' in Austin.
Horizon Bank
Opens new TDA Accounts
Melissa C and/or Emily
1st FMV Request
February
Response to incoming emailed inquiry
Same day, if received by 4pm (may vary based on inbox)
Holding a piece of physical real property whether it produces rent income or not.
Real Estate
She is our Corporate Accountant
Vicky
STRATA website news and articles
Marketing
5498s
May
Inbound call abandoned rate
10%
Lending money to an individual or business
Private Debt/Corporate Debt
An Executive Officer who holds 2 positions with STRATA, one of which is Secretary.
Michele
Loads incoming-PM inbox forms
Sandra
SIMPLE Notifications
Peak Season Distributions (when in good order)
3-5 days (can vary)
An investor buy outs a settlement for an individual, in exchange for a long term annuity paid to the IRA.
Structured Settlment
He developed the Snapshot, Toolbox/UI software most of us use