Sunita provides support in all areas of client service, including onboarding and account administration. With over 30 years of experience, she has extensive background in sales and client services in the finance industry. Most recently, Sunita was the Director of Client Relations for Silicon Valley Bank.
Sunita attended Carnegie Mellon and New York University and maintains her Series 7 and 63 licenses. She is originally from Mendham, New Jersey and currently resides in Key Biscayne, Florida. In Sunita’s spare time, she enjoys spending time with her family, going to the beach, and exercising. She is also a lover of travel and has many fond memories of traveling to India.
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