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Chloe P
Series 66
Naperville, IL
Citigroup Global Markets
Chloe Prior is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her prior work includes roles at Guaranteed Rate, Aldi, Inc., and Elm Lawn Memorial Park. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing both discretionary and non-discretionary strategies using internal standards and oversight committees.
Guillermo L
Series 63, Series 65
Greenburgh, NY
Citigroup Global Markets
Guillermo Leon is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup and JPMorgan Chase Bank. Outside of his advisory role, he creates and streams video game content on YouTube as a side business. 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 specialized market roles, providing a range of advisory, execution, and custody services.
Raul G
Series 66
Miami, FL
Citigroup Global Markets
Raul Gonzalez is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has worked at firms including JPMorgan Chase Bank NA, JPMorgan Securities LLC, OFX-US Forex, EncoreFX, and Western Union Business Solution. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and extensive market roles.
Gabriel M
Series 63, Series 65
Chula Vista, CA
Citigroup Global Markets
Gabriel Martin is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, offering a broad range of investment advisory programs and execution services across multiple wealth segments. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.
Salvatore I
Series 66
Uniondale, NY
Citigroup Global Markets
Salvatore Isola is a Series 66 credentialed advisor at Citigroup Global Markets with three years of industry experience. His prior work includes roles at Gio's Atlantic Beach and media companies BQE Media and Queens Ledger. Citigroup Global Markets serves a diverse range of individual and institutional clients with multi-asset, multi-manager investment programs, combining large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.
Angela L
Series 66
Miami, FL
Citigroup Global Markets
Angela Leal Garcia is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2017, following two years at Resmac Inc. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including research, derivatives, and futures services.
Eduardo F
Series 63, Series 66
Miami Beach, FL
Citigroup Global Markets
Eduardo Fernandez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 certifications. His prior experience includes roles at Wells Fargo Clearing, Equitable Advisors, IDB Capital Corp., and JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and market roles that distinguish it from typical advisory firms.
Brittany C
Series 66
O'Fallon, MO
Citigroup Global Markets
Brittany Cloud is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently based at Citigroup Global Markets and has held prior roles at Edward Jones as well as self-employment since 2012. Outside of her advisory work, she is also involved in dog sitting and dog walking. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and in-house research, combining large institutional scale with unique market roles and arrangements.
Armando A
Series 66
Miami, FL
Citigroup Global Markets
Armando Acosta is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Acosta has served in the US Marine Corps Reserves since 2004. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.
Fabian S
Series 63, Series 66
Los Angeles, CA
Citigroup Global Markets
Fabian Sierra is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets since 2019. Prior to this, he was employed at E*Trade Securities and had brief roles outside the financial industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and futures commission services.
Christopher R
Series 63, Series 66
Jacksonville, FL
Citigroup Global Markets
Christopher Russo is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2023, he worked at Jax Logistics and Bank of America/Merrill. Outside of his advisory role, he is a consultant for Backcountry JAX, an online clothing business based in Jacksonville, Florida. Citigroup Global Markets serves both 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 unique market roles, including operating as a security-based swap dealer and futures commission merchant.
Christopher S
Series 63, Series 65
New York, NY
Citigroup Global Markets
Christopher Simone is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of 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 derivatives services.
Connor C
Series 66
New York, NY
Citigroup Global Markets
Connor Cademartori is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022, with prior roles in various sectors including education and athletics at Boston College. 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 through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.
Nathan J
Series 66
Washington, DC
Citigroup Global Markets
Nathan James is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, he held positions at George Mason University and Villagio Hospitality Group, among others. Citigroup Global Markets serves individual and institutional clients across a broad range of 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, such as acting as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.
Harry S
Series 66
New York, NY
Citigroup Global Markets
Harry Sullivan is a financial advisor at Citigroup Global Markets with four years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2022, he worked at O'Donnell & Tessitore and has diverse experience including roles in vacation home management and educational institutions. 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 operates with large institutional scale and provides a range of advisory, execution, and custody services, including derivatives and futures trading.
Jose D
Series 63, Series 65
Fountain Valley, CA
Citigroup Global Markets
Jose Dosal Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked at Citibank since 2004. 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 with internal standards and oversight committees to select and monitor managers, providing solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital-asset products.
Jose V
Series 65, Series 63
Houston, TX
Citigroup Global Markets
Jose Vergara Gonzalez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He has worked at Citigroup Global Markets since 2014 and holds Series 65 and Series 63 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealer and futures commission merchant.
Felipe L
Series 66, Series 63
Miami, FL
Citigroup Global Markets
Felipe Lara is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at CITIBANK and Bc Forward, as well as positions with the International Labor Organization and various municipal governments in Colombia. 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 operates with large institutional scale and unique market roles, including swap dealer and futures commission merchant activities.
Joshua D
Series 66
Jacksonville, FL
Citigroup Global Markets
Joshua Dubberly is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has previously worked at TD Bank, Chase Bank, Merrill, and the University Athletic Association, Inc. outside the financial sector. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and a broad suite of execution and custody services, distinguished by its institutional scale and specialized market roles.
Lorraine K
Series 63, Series 65
Brooklyn, NY
Citigroup Global Markets
Lorraine Kurtz is a financial advisor with Citigroup Global Markets in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Citigroup since 2017 and previously spent five years with J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and security pricing.
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