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Awma® Renee Hennessee

Partner And Chief Technology Officer at Mission Wealth

Renee Hennessee, AWMA®, has obtained diverse work experience throughout their career. Renee started their professional journey at Mission Wealth in 1999, where they served as a Client Coordinator and Office Manager until 2001. Following this, they joined Canyon Wind Cellars as a Tasting Room Coordinator from 2001 to 2003. Renee then worked as a Copy Editor and Page Designer for The Daily Sentinel of Grand Junction and The Desert Sun Publishing Company in 2003. From 2007 to 2009, they served as a Regional Supervisor at H & J Property Management. In 2009, Renee joined Demand Media as a Content Editor until 2012. Renee further advanced their career by becoming the President of G.R.E.E.N. Inc., Green Real Estate Excellence Network from 2012 to 2015. Returning to Mission Wealth in 2014, they held various roles, including Marketing Coordinator and Business Analyst, Director of Technology, and Partner and Director of Technology. Currently, Renee serves as the Partner and Chief Technology Officer at Mission Wealth, where they focus on integration, automation, adoption, and operations initiatives, striving to enhance client services and internal operations.

Renee Hennessee, AWMA®, obtained a Bachelor of Arts degree from UC Santa Barbara between 1995 and 1999. In addition to their degree, they have acquired several certifications throughout their career. Renee became an Accredited Wealth Management Advisor in October 2017 through the College for Financial Planning. Renee also holds a Master Gardener certification, which they obtained from UC Cooperative Extension, Riverside County in May 2011. In 2007, they earned the California Certified Residential Manager certification from the California Apartment Association. Furthermore, Renee obtained a Series 7 License in 2001, although the institution from which they acquired it is not specified.

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Timeline

  • Partner And Chief Technology Officer

    January, 2022 - present

  • Partner And Director Of Technology

    January, 2021

  • Director Of Technology

    August, 2019

  • Marketing Coordinator And Business Analyst

    September, 2014

  • Client Coordinator And Office Manager

    1999