Sunita Cherian Cenci

Director of Client Relations @NewEdge Wealth

Miami, FL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2021 — Present

Director of Client Relations @NewEdge Wealth

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ABOUT SUNITA CHERIAN CENCI

Sunita A. Cenci is a Director of Wealth Services at Kaufman Rossin Wealth with more than 30 years of experience in client relations, business development, and wealth management.She provides direct leadership and oversight for three Miami-based advisors, with a focus on achieving business development goals for the team, driving performance and revenue growth, enhancing operational efficiency, and ensuring adherence to the firm’s compliance program. Sunita is dedicated to helping clients achieve their financial objectives through comprehensive and personalized wealth management strategies.Prior to joining Kaufman Rossin Wealth, Sunita held senior leadership roles in client relations and wealth management at several national financial institutions. Most recently, she served as Director of Client Relations at NewEdge Wealth, where she managed a team overseeing more than $2.8 billion in assets under management. In that capacity, she led client service initiatives, strengthened strategic partnerships, and ensured an exceptional client experience across all stages of relationship management. Her earlier experience includes positions in sales, portfolio management, and business development with leading firms in Miami and New York.Sunita holds FINRA Series 7 and Series 63 licenses and is recognized for her commitment to client service excellence, mentorship, and developing high-performing teams.She completed coursework at Carnegie Mellon University and New York University.Associate of Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Kaufman Rossin Wealth is not affiliated with Integrity Wealth. Úx and Legal services are not offered through Integrity Wealth. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.

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