Malini Sieuraj
Client Services Manager
Malini oversees the firm’s processes and manages client service requests. Her responsibilities include establishing new accounts, funding accounts, managing RMD distributions, and other transactions. Originally from Brooklyn, New York, Malini relocated to Florida in 2006. She attended Hunter College while beginning her career in banking and has accumulated over 15 years of experience in the banking and finance industry. Malini has been with the firm since 2018.