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Antonio L
Series 63, Series 66
Roslyn, NY
Citigroup Global Markets
Antonio Lee is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Lee holds the Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating at a large institutional scale with specialized market roles.
Cory W
Series 65, Series 63
New York, NY
Citigroup Global Markets
Cory Weinreb is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Morgan Stanley for four years and has experience in design through his role as a shirt designer at an online shop. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm integrates institutional-scale resources and specialized market roles, including in-house research and futures commission merchant activities, to provide a broad array of advisory solutions.
John Y
Series 63, Series 66
Florence, KY
Citigroup Global Markets
John Young is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains distinctive market roles such as operating as a swap dealer and futures commission merchant.
Kayleigh P
Series 63, Series 66
New York, NY
Citigroup Global Markets
Kayleigh Papa is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Mendoza College of Business and the University of Notre Dame. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional scale and market roles, including in-house research and arrangements involving derivatives and futures.
Sandra A
Series 66
Miami, FL
Citigroup Global Markets
Sandra Arcay De Mazzola is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2014. Outside of her advisory role, she is listed as a manager of a real estate-related investment entity, Mazzarc1992 LLC, although she devotes no time to this business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers and provides solutions tailored for high-net-worth and ultra-high-net-worth clients.
Fradjihaidavid Z
Series 65, Series 63
New York, NY
Citigroup Global Markets
Fradjihaidavid Zeitoun is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Citigroup in 2022, he spent ten years at Santander Securities and sixteen years at Santander Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and security-pricing activities.
Katie S
Series 63, Series 65
New York, NY
Citigroup Global Markets
Katie Strickberger is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Oaktree Capital Management, Lord Abbett & Co LLC, and Credit Suisse Securities. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for very large relationships.
Kevylin S
Series 63, Series 66
New York, NY
Citigroup Global Markets
Kevylin Silva Do Vale is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has worked at Citibank NA since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and unique market roles, supporting large-scale and complex client relationships.
Veronika L
Series 63, Series 66
San Francisco, CA
Citigroup Global Markets
Veronika Larot Annal is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Bank, N.A. - Abbot Downing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealing, and futures commission merchant activities.
Tyler R
Series 63, Series 66
New City, NY
Citigroup Global Markets
Tyler Resch is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include multiple positions at Key Investment Services LLC, KeyBank, NYLIFE Securities LLC, and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory programs, execution and custody services, and bespoke solutions for high-net-worth clients.
Yulyus M
Series 63, Series 66
Hermosa Beach, CA
Citigroup Global Markets
Yulyus Medina is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Citigroup, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as Citrin and Abercrombie & Fitch Co. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering diverse investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as swap dealing and futures commission merchant activities.
Ainslee Y
Series 66
New York, NY
Citigroup Global Markets
Ainslee Yu is a financial advisor with Citigroup Global Markets, holding the Series 66 designation and seven years of industry experience. She has been with Citigroup since 2018, following three years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.
Christopher R
Series 65, Series 66, Series 63
Palm Beach Gardens, FL
Citigroup Global Markets
Christopher Rose is a financial advisor with Citigroup Global Markets who holds Series 65, Series 66, and Series 63 licenses and has 14 years of industry experience. Prior to joining Citigroup in 2025, he worked at several firms including Equity Services, Inc., National Life Group, and The Adirondack Trust Company. He serves as treasurer for the Catie Hoch Foundation, a charitable organization. Citigroup Global Markets provides services to individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.
Denise L
CFP®, CFA®, Series 63
Dallas, TX
Citigroup Global Markets
Denise Long is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the CFP® and CFA® designations and previously worked for Bank of America Private Bank for 12 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging in-house research and maintaining large institutional capabilities.
Thomas M
Series 63, Series 66
New York, NY
Citigroup Global Markets
Thomas Maker is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services and J.P. Morgan Chase Bank, including J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, operating at large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.
Ben Jamin W
Series 66
Jacksonville, FL
Citigroup Global Markets
Ben Jamin Wooten is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Red Robin. Outside of finance, Wooten creates social media content focused on DIY home renovations, furniture projects, and musical performances. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.
Lisa P
Series 63, Series 66
New York, NY
Citigroup Global Markets
Lisa Purville is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She owns ShirleyLewis Incorporated, an investment-related business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a security-based swap dealer and futures commission merchant.
Onjada H
Series 63, Series 66
Chicago, IL
Citigroup Global Markets
Onjada Haggard Richardson is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citigroup Global Markets since 2007. Richardson serves on the Board of Directors for Mercy Housing Lakefront, an organization that provides affordable housing and social services in Chicago and the greater Chicagoland area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing activities, swap dealing, and futures commission merchant operations.
Cazimar N
Series 63, Series 66
New York, NY
Citigroup Global Markets
Cazimar Nieves is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved in real estate through ownership of CJ Luxury Developers LLC and CENO Real Estate LLC, focusing on property renovation and rental activities. Citigroup Global Markets serves a broad range of individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, execution services, and specialized lending solutions.
Matthew M
Series 66
New York, NY
Citigroup Global Markets
Matthew Magidson is a financial advisor at Citigroup Global Markets with a Series 66 designation. He has been with Citibank since 2024, with intermittent periods of unemployment and prior experience at the Coral Gables Community Foundation and Salem Golf Club. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages complex advisory and custody arrangements for large-scale clients.
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