Nanami Hokama
Senior Associate - Corporate Strategy Dept. at Okasan Securities- Claim this Profile
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Japanese Native or bilingual proficiency
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English Professional working proficiency
Topline Score
Bio
Credentials
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Excel 2016 Intermediate
UdemySep, 2019- Nov, 2024 -
Microsoft Excel 2016 Beginners & Intermediate Excel Training
UdemyAug, 2019- Nov, 2024 -
Affiliated Financial Planner
Japan Association for Financial PlannersMay, 2021- Nov, 2024
Experience
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Okasan Securities（岡三証券）
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Japan
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Financial Services
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1 - 100 Employee
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Senior Associate - Corporate Strategy Dept.
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May 2021 - Present
Capital Restructuring Project・Optimized corporate ownership structure within Okasan Group, acquiring a 100% share of five subsidiaries with $77M total share transfer; collaborated with executives of subsidiaries, external consultants, and treasurers to improve corporate governance and group-wide financial strategy implementation.Acquisition of Marusan Trade・Completed the acquisition of Marusan Trade, a large-scale online brokerage service with $127M Assets Under Management (AUM), organizing a cross-functional team of senior management, lawyers, and accountants; achieved Okasan Group’s mid-term target of 1M total accounts.100th Anniversary Project・Incubated three new businesses by organizing the first-ever firm-wide business plan competition; collaborated with senior management and leaders of subsidiaries and local offices to solicit 25 business plans from 90 participants. Show less
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Associate
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Oct 2020 - Apr 2021
Acquired six new high net worth accounts, composed of owners of SMEs that include florist chains and real estate and construction companies with approximately $30M total financial assets.
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Tripadvisor
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United States
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Software Development
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700 & Above Employee
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Procurement Analysis Intern
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Jun 2019 - Dec 2019
・Transformed the contract repository database by introducing Salesforce to manage 400 existing contracts; integrated preexisting CRM systems to install new functions, including pop-up alerts for sales associates. ・Managed an international project with European teams to reorganize relationships with tech companies and advertising/travel service agencies by facilitating regular conference calls. ・Transformed the contract repository database by introducing Salesforce to manage 400 existing contracts; integrated preexisting CRM systems to install new functions, including pop-up alerts for sales associates. ・Managed an international project with European teams to reorganize relationships with tech companies and advertising/travel service agencies by facilitating regular conference calls.
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Bentley University
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United States
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Higher Education
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700 & Above Employee
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Transfer Seminar Facilitator (TSF)
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Aug 2019 - Oct 2019
・Organized a series of classes/events, empowering transfer students' academic and personal lives. ・Organized a series of classes/events, empowering transfer students' academic and personal lives.
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Bunker Hill CC
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United States
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Higher Education
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500 - 600 Employee
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Math Tutor & Note-taker
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Sep 2015 - Dec 2017
・Created customized and personalized lecture notes for six courses based on individuals’ disability characteristics and levels, including developmental disorders and hearing/visual impairments. ・Tutored two sections in college-level algebra; received a review score of 4.8/5.0 from participants. ・Created customized and personalized lecture notes for six courses based on individuals’ disability characteristics and levels, including developmental disorders and hearing/visual impairments. ・Tutored two sections in college-level algebra; received a review score of 4.8/5.0 from participants.
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Education
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2018 - 2020
Bentley University
Bachelor of Science - BS, Major in Corporate Finance and Accounting, Minor in Data Technology -
2015 - 2017
Bunker Hill CC
Associate of Arts - AA, Business Concentration
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