Keena Pettijohn signs on as Strategic Advisor

Paperwork is delighted to announce that Keena Pettijohn has joined our team as a strategic advisor.

A seasoned executive bringing more than 25 years of experience working with banks, credit unions and broker-dealers, Keena has long played a prominent thought-leadership role in the financial services industry. . Among her many achievements, Keena has served as Innovations Advisor to BISA, judge at the 2022 CUTimes Luminaries Awards, keynote speaker for Investment News, and is the Recipient of the BISA 2022 Innovative Technology Award. 

Keena is also well-known for her strong DEI advocacy and promotion of women in financial services, with active involvement in several initiatives including positions as the Regional Advocate of Females and Finance, angel investor in CHIP (Changing How Individuals Prosper) for Latinx and Women of Color Financial Advisors, and as a Pledged Member of the CHOIR organization, which lifts the voices of all women. Keena’s belief that "we all do well, when we all do good" sums up her mission-driven approach which strongly aligns with Paperwork’s ethos.

“Keena’s years of experience as an industry thought-leader has and will continue to augment our efforts when it comes to working with the banking and credit union industry. Our mission of ‘financial wellbeing for everyone’ really hit a nerve with Keena and we are well aligned in terms of the inclusive and positive impact we want to make on all consumers”, said Kevin Cimring, CEO of Paperwork.

‘I am thrilled to be part of Paperwork’s journey,” said Keena. “When you consider that only one-third of our population is financially healthy, and the number of people living from paycheck to paycheck exceeds 60%, there is an acute need for a solution that gives people the step-by-step guidance they need to improve their financial lives. I believe the Paperwork team has got what it takes to deliver on their mission.”

For more information about Paperwork’s financial wellness platform, please contact us at bizdev@paperwork.co.