MEET KEENA Pettijohn
From Wealth to Wellness
About our CEO & Founder - Keena Pettijohn
- Speaker at the 2019 BISA Annual Conference on the “Digital Transformation of the Customer Journey”.
- Innovations Advisors to the Bank Insurance and Securities Association and Launched First Innovations Fintech Lab March 2020.
- A Panelist on Webinar sponsored by Think Advisor on “What the future of Wealth Management means for Advisors” featuring myself, Craig Iskowitz ,Tim Welsh, Gavin Spitzer, Raj Madan
- Podcast Guest on “In the Suite with Tina Powell”
- Authored “Digital is not just another Channel It’s Your Brand”
- Wrote Financial Wellness-"The Pandemic of Financial Illiteracy” with no vaccine in sight
- Created Getting your Virtual Game on with Checklist of Ingredient's of Working Remotely
- Created Getting your Virtual Game on with Checklist of Ingredient's of Working Remotely
- Contributed to BISA’s Digital Magazine Ready of Not the Industry’s Digital Moment arrives, Woefully unprepared for Covid
- Youtube with Paul Thompson-”Getting your Virtual Game on”
- Survived 2008 with the demise of Bear Sterns and the Bankruptcy of Lehman Bros
- Commodities Trader on Precious Metals and Non-Ferrous Metals Trader /Arbitrager for Shearson-Lehman American Express-Quoted by Barron's on the Copper Markets
- Survived the collapse of Financial Markets and Real estate by Creating Investment and Insurance Programs for Banks, Credit Unions, and Broker Dealers working with TPM’s(Third Party Marketing firms)-the likes of LPL , Invest, IFMG
- 9 Relocations and multiple Bank Programs to include CoreStates(First Union, Wachovia), M&T (East New York Savings Bank),Astoria Bank(Sterling),Bank United, Citibank, Anchor Bank , Countrywide Bank/Home Loans
- Expert in Request for Proposals (RFP’s)for Enterprise to bring in new technology into Legacy systems and create partnership agreements and integration strategies.
- Founded Lifelogixs in 2016 on the Tenets of Health, Wealth, and Happiness and dedicated to promoting technology that embraced that philosophy.
Accomplished Wealth Management Executive with over 25 years in Financial Services, Private Banking, Financial Planning and Trust Solutions in the Bank, Credit Union and RIA Distribution Channels.
Keena is a Leader for the Bank, Insurance and Securities Association’s Innovations Lab, BISA’s organization to highlight emerging FinTech firms that support BISA’s membership.
Solid Wealth Leader and Innovations Pioneer with experience in FinTech Solutions, Partner Integrations, CRM, Social Media Marketing, Financial Planning Software and Saas. A thought leader that has leveraged technology for Advisor Branding as well as evaluating tech offerings to provide Investment, Insurance and Banking solutions. Coordinated Enterprise strategic initiatives that incorporated the automation of Social Media Marketing, Financial Planning and CRM software.
Uniquely position on the Corner of Partnership and Integration, my focus is providing Next Gen tools to provide Technology solutions for driving a better Customer and User Experience.
A self–proclaimed “Born Again Millennial” is the CEO and Founder of Lifelogixs Strategic Consultancy group and an active support and Advocate for Women’s Development programs to attract female Planners and Advisors into the industry firmly believing that we “Need More Pink Boots on the Ground.”
A graduate with Honors from The Ohio State University (OSU) with concentration in Marketing and Finance, Keena is currently a full-time resident of Southeast Florida, having been based in Manhattan and the Northeast market for most of her professional life.
BISA (Bank Insurance & Securities Association)
Females & Finance
