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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:
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Education: Bachelor of Arts in Business Finance and Marketing from The Ohio State University.1
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Career highlights: Over 20 years in financial services, with a focus on integrating investment, insurance, and banking relationships with technology.1
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Specialties: FinTech/InsurTech, wealth management, customer relationship management, and digital transformation.12
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Current roles: Besides her position at Lifelogixs, she is also a Leader for the Bank, Insurance, and Securities Association's Innovations Lab.3
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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



