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Olaolu A

Series 63, Series 65

New York, NY

Citigroup Global Markets

Olaolu Aganga is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Goldman Sachs, BlackRock, Mercer Investments, and MGI Funds Distributors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research and roles as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Jonathan K

Series 63, Series 65

Boston, MA

Citigroup Global Markets

Jonathan Kinsky is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for eight years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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 combines large institutional scale with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Mark L

Series 66, Series 65

Denver, CO

Citigroup Global Markets

Mark Lohmann is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merrill, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and previously at Citigroup Global Markets. Outside of his advisory role, he serves on the board of SeriesFest, a nonprofit organization that supports episodic storytellers. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale market roles, including in-house research and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Brent W

Series 63, Series 66

O'Fallon, MO

Citigroup Global Markets

Brent Wilton is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Brokerage Services, Buckingham Wealth Partners, Wells Fargo Advisors, and TD Ameritrade. 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, alongside broker-dealer execution and custody services. The firm operates with significant institutional scale and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Rea C

Series 66

New York, NY

Citigroup Global Markets

Rea Cranwell is a Series 66 licensed advisor with three years of industry experience, currently with Citigroup Global Markets in New York. Prior to joining Citigroup, Cranwell held various roles including positions at the University of Miami and the Monmouth County Prosecutor's Office. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs with both discretionary and non-discretionary approaches. The firm is notable for its large institutional scale, internal research capabilities, and specialized market roles such as acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Jianhong Z

Series 63, Series 65

New York, NY

Citigroup Global Markets

Jianhong Zhou is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2011. 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 using internal standards and oversight committees to select and monitor managers, and it maintains distinctive market roles including in-house research and operation as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Eric R

Series 66

New York, NY

Citigroup Global Markets

Eric Ramirez is a financial advisor at Citigroup Global Markets with a Series 66 license and one year of industry experience. His prior work includes positions at PwC, Goldman Sachs & Co., and various roles outside the financial sector. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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, supported by internal standards and oversight committees.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Marshall L

Series 66

New York, NY

Citigroup Global Markets

Marshall Lucas is a Series 66 licensed financial advisor with seven years of industry experience, currently with Citi Private Bank. His previous roles include positions at the Prescott Group and real estate firms such as Dave Perry Miller Real Estate and Wingert Real Estate. He also worked at SMU Grill Guys and Southern Methodist University early in his career. 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 and leverages its large institutional scale alongside unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Nagiba S

Series 66

Miami, FL

Citigroup Global Markets

Nagiba Saheli Romero is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 credential and has worked at Citibank, N.A. and CITI International Financial Services LLC since 2014. Outside of her advisory role, she is a shareholder of a grocery business in Venezuela managed by her husband. Citigroup Global Markets serves individual and institutional clients across multiple 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 in-house research and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Elsie E

Series 63, Series 66

Los Angeles, CA

Citigroup Global Markets

Elsie Elias is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 66 credentials. She has 17 years of industry experience and has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside roles as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Marylu E

Series 66

Miami, FL

Citigroup Global Markets

Marylu Escobar Nicholls is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She has worked with Citibank NA since 2018 and has been associated with various Citi entities since 2010. Outside of her advisory role, she is involved as a shareholder in a music publishing company and owns and manages a residential rental property in Colombia. Citigroup Global Markets serves individual and institutional clients across private banking, global wealth, and personal wealth management segments. The firm offers a range of investment advisory programs, broker-dealer execution, and custody services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Jonathan T

Series 66

New York, NY

Citigroup Global Markets

Jonathan Tulman is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked at Citibank, N.A. and Citi since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using both discretionary and non-discretionary approaches, combining large institutional scale with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Ayobande O

CFP®, Series 63, Series 66

Long Island City, NY

Citigroup Global Markets

Ayobande Omomo is a CFP® professional with nine years of industry experience, currently serving at Citigroup Global Markets since 2021. Prior to this, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2016 to 2021. Outside of his advisory role, he is the owner of several residential rental properties with limited active management duties. 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 with extensive internal oversight and maintains unique market roles including in-house research and derivative services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Juan M

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Juan Marrero is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Citi Global Markets since 2011, totaling 15 years at the firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad array of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Andrew L

Series 63, Series 65

Florence, KY

Citigroup Global Markets

Andrew Lutsch is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and proprietary research capabilities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Connor W

Series 66

Cupertino, CA

Citigroup Global Markets

Connor Wood is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at Citibank. 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 unique market roles such as operating as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Marcia S

Series 63, Series 65

San Francisco, CA

Citigroup Global Markets

Marcia Smith is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2008. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and specialized market roles including swap dealer and futures commission merchant functions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Kenia R

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Kenia Rugama Valle is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Wells Fargo Clearing Services LLC. Citigroup Global Markets serves individual and institutional clients across a 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, including in-house research and involvement as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Samuel W

Series 66

Carroll Gardens, NY

Citigroup Global Markets

Samuel Warren is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Franklin Templeton, Neuberger Berman, and Chatham Asset Management. He studied at Tulane University from 2014 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivative services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Nicole C

Series 63, Series 65

Caledonia, IL

Citigroup Global Markets

Nicole Cordonnier is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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