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Jacqueline Keener, CPA

Business Intelligence Analyst at Savant Wealth Management

Jacqueline Keener, CPA, has experience working in various finance and accounting roles. Jacqueline started their career as a Staff Accountant at Baker Tilly Virchow Krause, LLP in September 2014, where they worked until April 2015. Jacqueline then joined Savant Wealth Management in May 2015 as a Business Intelligence Analyst. In this role, they utilized their CPA background to manage and understand performance in portfolios and complex calculations. In January 2021, Jacqueline transitioned to Domani Wealth as a Finance and Systems Manager. Jacqueline was responsible for the day-to-day management of investment software systems and coordinating client billing and critical investment data points. Jacqueline also served as a Senior Finance and Systems Analyst from April 2018 to January 2021 and as a Client Service Associate from May 2015 to April 2018 at Domani Wealth.

Jacqueline Keener, CPA, graduated from Lebanon Valley College with a Bachelor of Science (BS) degree in Accounting in 2013. Jacqueline also obtained a Bachelor of Science (BS) degree in Business Administration from the same institution in 2014. In 2013, Jacqueline participated in a Summer Study Abroad program at Maastricht University. Jacqueline is also a Certified Public Accountant, but there is no additional information available regarding when or where they obtained this certification.

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