Business Intelligence Analyst
Current
May 2015 - Present
AeroLeads people directory · profile
Jacqueline Keener, Cpa Email & Phone Number
Business Intelligence Analyst at Savant Wealth Management
at
Savant Wealth Management
1 work email found
@savantwealth.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Business Intelligence Analyst at Savant Wealth Management
Location
Manheim, Pennsylvania, United States
Company size
Who is Jacqueline Keener, Cpa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jacqueline Keener, Cpa is listed as Business Intelligence Analyst at Savant Wealth Management at Savant Wealth Management, a company with 160 employees, based in Manheim, Pennsylvania, United States. AeroLeads shows a work email signal at savantwealth.com and a matched LinkedIn profile for Jacqueline Keener, Cpa.
Jacqueline Keener, Cpa previously worked as Business Intelligence Analyst at Savant Wealth Management and Finance and Systems Manager at Domani Wealth. Jacqueline Keener, Cpa holds Bachelor Of Science (Bs), Accounting from Lebanon Valley College.
Company email context
Email format at Savant Wealth Management
This section adds company-level context without repeating Jacqueline Keener, Cpa's masked contact details.
*@savantwealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jacqueline Keener, Cpa. Compare company email patterns before reaching out.
Profile bio
About Jacqueline Keener, Cpa
I enjoy working with the day to day systems and details to make the work load easier to manage for my team. I am always up for a problem to solve and new skill to learn.While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services, or the performance of your investment accounts. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise or Recommendations.
Current workplace
Jacqueline Keener, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
Savant Wealth Management
5 roles
Jacqueline Keener, Cpa work experience
A career timeline built from the work history available for this profile.
Finance And Systems Manager
Domani Wealth
I work in the firm’s Practice Management Group where I am responsible for the day to day management of the investment software systems. As part of the Practice Management Group, I coordinate all client billing, website portals and other critical investment data points that are used by our Portfolio Management team members.As a CPA with prior experience.
Jan 2021 - May 2023
Senior Finance And Systems Analyst
Domani Wealth
Set up new accounts in investment reporting and client relationship management softwareGenerated invoices and reconciliates fees to assist with client billing
Apr 2018 - Jan 2021
Client Service Associate
Domani Wealth
Scheduled and prepared reports for client meetingsPrepared and reviewed account paperwork for new clients and other client/account maintenance Assisted with development and updating of financial plans and investment allocationsExecuted trades as directed and approved by lead advisorHelped to trouble shoot IT problems in the office
May 2015 - Apr 2018
Staff Accountant
Prepared non-profit, trust, business, and individual tax returnsAssisted with insurance company tax provisions and small business compilationsGenerated client workpapers, including trial balances, journal entries, and Quickbooks reportsCoordinated office unity activitiesDeveloped technology trainings for fellow coworkers
Sep 2014 - Apr 2015
Team & coworkers
Colleagues at Savant Wealth Management
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
AD
Aaron Dykxhoorn
Colleague at Savant Wealth Management
Verona, Wisconsin, United States, United States
View →
EW
Ethan Watts
Colleague at Savant Wealth Management
Machesney Park, Illinois, United States, United States
View →
CZ
Christopher Ziegler, Fmva®
Colleague at Savant Wealth Management
Poplar Grove, Illinois, United States, United States
View →
AJ
Amy Jemison
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
View →
PH
Patty Hutchinson
Colleague at Savant Wealth Management
Rockford, Illinois, United States, United States
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AS
Ali Schnell
Colleague at Savant Wealth Management
Atlanta, Georgia, United States, United States
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DT
David Thomason
Colleague at Savant Wealth Management
Cumming, Georgia, United States, United States
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SK
Scott Kaiser, Cfp(R), Aif®, Crps®
Colleague at Savant Wealth Management
Rockford, Illinois, United States, United States
View →
BH
Brad Haverback, Cfp®
Colleague at Savant Wealth Management
Cedar Rapids, Iowa, United States, United States
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DP
Dominick Parillo, Jd, Cfp(R)
Colleague at Savant Wealth Management
Washington DC-Baltimore Area, United States
View →
Aaron Dykxhoorn
Colleague at Savant Wealth Management
Verona, Wisconsin, United States, United States
View →
EW
Ethan Watts
Colleague at Savant Wealth Management
Machesney Park, Illinois, United States, United States
View →
CZ
Christopher Ziegler, Fmva®
Colleague at Savant Wealth Management
Poplar Grove, Illinois, United States, United States
View →
AJ
Amy Jemison
Colleague at Savant Wealth Management
Birmingham, Alabama, United States, United States
View →
PH
Patty Hutchinson
Colleague at Savant Wealth Management
Rockford, Illinois, United States, United States
View →
AS
Ali Schnell
Colleague at Savant Wealth Management
Atlanta, Georgia, United States, United States
View →
DT
David Thomason
Colleague at Savant Wealth Management
Cumming, Georgia, United States, United States
View →
SK
Scott Kaiser, Cfp(R), Aif®, Crps®
Colleague at Savant Wealth Management
Rockford, Illinois, United States, United States
View →
BH
Brad Haverback, Cfp®
Colleague at Savant Wealth Management
Cedar Rapids, Iowa, United States, United States
View →
DP
Dominick Parillo, Jd, Cfp(R)
Colleague at Savant Wealth Management
Washington DC-Baltimore Area, United States
View →
3 education records
Jacqueline Keener, Cpa education
Bachelor Of Science (Bs), Accounting
Bachelor Of Science (Bs), Business Administration
Summer Study Abroad
FAQ
Frequently asked questions about Jacqueline Keener, Cpa
Quick answers generated from the profile data available on this page.
What company does Jacqueline Keener, Cpa work for?
Jacqueline Keener, Cpa works for Savant Wealth Management.
What is Jacqueline Keener, Cpa's role at Savant Wealth Management?
Jacqueline Keener, Cpa is listed as Business Intelligence Analyst at Savant Wealth Management at Savant Wealth Management.
What is Jacqueline Keener, Cpa's email address?
AeroLeads has found 1 work email signal at @savantwealth.com for Jacqueline Keener, Cpa at Savant Wealth Management.
Where is Jacqueline Keener, Cpa based?
Jacqueline Keener, Cpa is based in Manheim, Pennsylvania, United States while working with Savant Wealth Management.
What companies has Jacqueline Keener, Cpa worked for?
Jacqueline Keener, Cpa has worked for Savant Wealth Management, Domani Wealth, and Baker Tilly Virchow Krause, Llp.
Who are Jacqueline Keener, Cpa's colleagues at Savant Wealth Management?
Jacqueline Keener, Cpa's colleagues at Savant Wealth Management include Aaron Dykxhoorn, Ethan Watts, Christopher Ziegler, Fmva®, Amy Jemison, and Patty Hutchinson.
How can I contact Jacqueline Keener, Cpa?
You can use AeroLeads to view verified contact signals for Jacqueline Keener, Cpa at Savant Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jacqueline Keener, Cpa attend?
Jacqueline Keener, Cpa holds Bachelor Of Science (Bs), Accounting from Lebanon Valley College.
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