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.