Erik Keener, CFA has a long and varied work experience. Erik began their career in 1999 as a Customer Service Representative at North State Bank. In 2003, they moved to RR Donnelley as a Pricing Analyst. In 2004, they joined Accenture as an Analyst and held three roles in the company, including Specialist - Competitor Financial Analysis - Strategic Planning & Analysis Team and Specialist - Corporate Forecasting - Financial Forecasting & Planning Team. In 2008, they joined River Road Asset Management as an Equity Research Analyst and was later promoted to Senior Equity Research Analyst. In 2016, they moved to Direct Distributors as Vice President and achieved record revenue and profitability in the year prior to departure. In 2021, they became an FP&A Consultant at Spencer Health Solutions, Inc. and is currently VP of Finance at MediView XR, Inc., where they are a key partner to the CEO and Board on finance, strategy, and growth initiatives.
Erik Keener, CFA obtained their Bachelor's Degree from the University of Notre Dame in 2003, majoring in Finance and Political Science. In 2022, they obtained a QuickBooks Certified User Online Version from Intuit. Erik also holds a CFA Charterholder from the CFA Institute, as well as a 10-Year and 15-Year Continuing Education Badge from the CFA Institute.
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