Renee Hennessee

AWMA®

Partner and Director of Technology



Renee Hennessee

AWMA®

Partner and Director of Technology


“We support people during times of transition in their lives. They may be stressed or scared about the future, but we help them feel confident and secure. That really inspires me.”

Role at Mission Wealth

As Mission Wealth's technology champion, Ms. Hennessee spearheads and manages integration, automation, training and operations initiatives for the firm as well as handling CRM administration.

Ms. Hennessee constantly strives to make our client services and our internal operations more efficient and future ready. On a daily basis, she may work with and move forward strategic development with all departments in the firm.

To read about our interview with Renee, take a look at our Spotlight on the Team: Renee Hennessee article!

Career Highlights

Renee had her first job at Mission Wealth from 1999 to 2001, acting as Client Coordinator and Office Administrator. But she needed to see what else was out there. After gaining experience as a journalist and as an energy efficiency analyst in the ensuing years, she moved back to Santa Barbara in 2014 and found a good fit at Mission Wealth again.

Credentials

Community Involvement

  • Master Gardener - volunteer encouraging horticultural knowledge in the community
  • CALM (Child Abuse Listening Mediation) in Santa Barbara - chair of the community relations work group
  • Kiva - lender making micro-loans worldwide to small-business owners, especially farmers and vegetable sellers

Awards + Recognition

Awards + Recognition

Pacific Coast Business Times “Top 50 Women in Business” for Business and Finance in 2021.

Disclosures

Education

Bachelor of Arts in Portuguese Literature from the University of California, Santa Barbara (UCSB)

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