Kellie is a seasoned professional with over 30 years of experience in the financial services industry, specializing in helping financial institutions achieve their strategic objectives. In her current role, she collaborates with credit unions to implement comprehensive strategies encompassing core and digital banking, payments, mergers and acquisitions, and integrated communications.
Prior to joining Engage fi, Kellie demonstrated her entrepreneurial spirit by successfully establishing and managing her own consulting firm for four years. The majority of her pre-consulting career was spent at SWBC, where she held the position of Senior Vice President of Sales, overseeing a sales organization and fostering key client relationships nationwide.
Professional Contributions
Kellie has made significant contributions to the industry through:
- Speaking engagements at various industry events
- Active participation in the World Council of Credit Unions' Global Women's Leadership Network
- Previous service as Chairwoman of the CUES Supplier Board
Kellie’s Expertise
Insurance
