Team

Insights

Kenji Nagase

Client Service Specialist

About Kenji

Kenji is a Client Service Specialist at Summitry. He primarily works on the Operations Team, providing the best client experience by ensuring that client inquiries are implemented and communicated internally to his team.

Prior to joining Summitry, Kenji proudly became a first-generation graduate, earning a Bachelor of Arts degree in Business Administration with majors in Finance and Economics from the University of Nevada, Reno. He worked as an Operations Associate at a boutique RIA in Foster City, an agent at an insurance firm, and is a former business owner. Kenji enjoys working within the financial services industry, assisting clients, and creating the best experience possible.

Kenji is a Bay Area native and currently resides in Redwood City. He enjoys cooking, trying new restaurants, traveling, and spending time with family, friends, and his two dogs Scooter and Tank.

Q & A

What drew you to the Bay Area? (If you’re a native, what kept you here?)

As a Bay Area native, the biggest thing that kept me here was the access to the best that California has to offer. Within a short drive, there is the beautiful city of San Francisco, beaches of Santa Cruz, scenic parks, and some of the best food from any cuisine you can imagine. The area features some of the best sporting teams in the nation, inclusive of my personal favorite, Golden State Warriors. You will come across some of the brightest, intelligent, and kind people here which keeps every day a new adventure.
Share a personal accomplishment that you’re particularly proud of.

I am personally proud of completing college with a double major. As a first-generation student, it was very important to me that I attended college. I wanted to show to younger members of my family that it is possible and to be a model for them.
What are your favorite pursuits outside of work?

The never-ending pursuit of happiness. We are all evolving in some way or another to become the person that we envision ourselves being. That vision is ever-changing as our situations move along with it. Each day is an opportunity to find what makes you happy and to continue the things that do.