Kenji is a Client Service Specialist on the Operations Team at Summitry. It is Kenji’s primary responsibility to provide the best client experience by ensuring that client inquiries are implemented and communicated internally to his team.
Kenji enjoys working within the financial services industry, assisting clients, and creating the best experience possible. Prior to joining Summitry, Kenji served as an Operations Associate at a boutique RIA in Foster City, Agent at an insurance firm, and a former business owner. He is a proud first-generation graduate, holding a Bachelor of Arts in Business Administration with majors in Finance and Economics from the University of Nevada, Reno.
Kenji is a Bay Area Native and resides in Redwood City. In his spare time, he enjoys cooking, trying new restaurants and bars, traveling, and spending time with family, friends, and his two dogs Scooter and Tank.