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Keena Pettijohn

CEO& Founder WaaS©/CUE Credit Union Evangelist/Bank Strategic Advisor/2022 BISA Technology Innovations Award/ Keynote Speaker/Integration & Technology Partnerships/Innovations Advisor/ Females& Finance Associate Partner

Keena Pettijohn is the CEO and Founder of Lifelogixs Strategic Consultancy Group, a company she launched in September 2019.12 With over 25 years of experience in financial services, Pettijohn is an accomplished wealth management executive specializing in private banking, financial planning, and trust solutions across bank, credit union, and RIA distribution channels.13

Pettijohn's expertise lies in helping organizations improve profitability, achieve ROI, and exceed sales quotas by transforming customer experiences through digital engagement tools.1 She works with executive-level decision-makers who are looking to transform their business models and reimagine customer engagement through automated digital customer engagement software.1

Key aspects of Keena Pettijohn's professional profile include:

  1. Education: Bachelor of Arts in Business Finance and Marketing from The Ohio State University.1

  2. Career highlights: Over 20 years in financial services, with a focus on integrating investment, insurance, and banking relationships with technology.1

  3. Specialties: FinTech/InsurTech, wealth management, customer relationship management, and digital transformation.12

  4. Current roles: Besides her position at Lifelogixs, she is also a Leader for the Bank, Insurance, and Securities Association's Innovations Lab.3

  5. Advocacy: Pettijohn is an active supporter of women's development programs in the financial industry.5

At 70 years old, Pettijohn describes herself as a "Born Again Millennial," emphasizing her adaptability and forward-thinking approach in the rapidly evolving financial technology sector.5 Her work focuses on bridging the gap between wealth management and longevity planning, particularly for aging clients who wish to age in place.34

Highlights

Sep 12 · carsongroup.com
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Celebrate International Women's Month with “Born Again Millennial ...
Celebrate International Women's Month with “Born Again Millennial ...
Turning 70 in August, “Born Again Millennial” Keena Pettijohn is just ...
Turning 70 in August, “Born Again Millennial” Keena Pettijohn is just ...
Jan 1 · rocketreach.co
Lifelogixs Strategic Consultancy Group Information - RocketReach

Related Questions

What are some key achievements of Keena Pettijohn in her career?
How does Lifelogixs Strategic Consultancy Group differentiate itself from other consulting firms?
What specific digital engagement tools does Lifelogixs use to improve customer experience?
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What is the "WaaS" (Wellness as a Solution) concept that Keena Pettijohn promotes?
Keena Pettijohn
Keena Pettijohn, photo 1
Keena Pettijohn, photo 2
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Location

Palm City, Florida, United States