With over 20 years of experience in the banking and finance industry, Malini oversees the firm’s processes and manages client service requests. Her responsibilities include establishing new accounts, funding accounts, managing RMD distributions, and handling various transactions to ensure seamless client experiences.

Originally from Brooklyn, New York, Malini relocated to Florida in 2006. She began her career in banking while attending Hunter College and has been with the firm since 2018.

Beyond her professional commitments, Malini cherishes spending quality time with her young daughter, emphasizing the importance of family in her life. She also enjoys cruises and weekend getaways, finding joy in exploring new destinations and creating lasting memories with loved ones.