Vista Capital Partners has hired Monique Kellerman as their new Director of Marketing. Vista Capital Partners is one of the leading financial advisors in the Pacific Northwest. Kellerman will work to advance the firm’s goals around growth, client experience, and employee experience. Vista partnered with Motus Recruiting in this executive search.
Kellerman is a financial services marketing leader with over 20 years of experience in go-to-market strategy and execution. Most recently, Kellerman was the Director of Product Marketing at a major credit union where she managed a team of senior-level marketing strategists to collaborate with major product lines including Deposit Products, Consumer Lending, Cards & Payments, Mortgage, Investments, Insurance, and Digital Products.
“I am thrilled to be joining Vista Capital Partners. They’ve built a solid foundation for their brand, and I’m eager to build a marketing program and strategy to fuel their growth,” said Kellerman. “From an opportunity perspective, the next several years will see a significant generational wealth transfer from Baby Boomers to Gen X. This is an incredible time to be in the wealth management space.”
Along with her impressive career accomplishments, Kellerman has a bachelor’s degree in Rhetoric and Media Studies from Willamette University.
One of Kellerman’s professional motivations is to always seek new challenges and having plenty of ways to satisfy this desire, whether it is marathon training, volunteering in the community, and/or mentoring other professionals.
“We are very grateful for our ongoing partnership with Motus Recruiting and our shared commitment to excellence during the executive search process,” said Vista’s Chief People Officer Tana Thomson. “We are thrilled to have Monique join our team of professionals in our pursuit of becoming Oregon’s Most Admired Employer.”
Kellerman starts her new role on April 26, 2021.