Jason Brown is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Citigroup Global Markets since 2015. 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 with both discretionary and non-discretionary options and supports large-scale, complex client relationships through in-house research and specialized market roles.

Chi Yu Lu is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi Groups since 2019, following a decade at HSBC Bank USA. 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, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

John Tijerino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Bank of America, Merrill, and previous tenures at Citigroup. 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 provides a broad range of advisory programs, execution and custody services, and operates with a combination of large institutional scale and specialized market roles.

Ken Tsang is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Wells Fargo Bank N.A., Elewish Inc, and Tristar Risk Management/Tristar Managed Care. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including serving as a swap dealer and futures commission merchant.

Yichuan Li is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including East West Bank, TD Bank N.A., and Morgan Stanley Smith Barney LLC. 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 with both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Junaid Fatmi is a financial advisor at Citigroup Global Markets with 19 years of industry experience and holds a Series 66 designation. He has been with Citigroup Global Markets since 2007. 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 implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a swap dealer and futures commission merchant.

Ruben Perez is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has been with Citigroup since 2015 and holds a Series 66 designation. Outside of his advisory role, he works as a ride-sharing driver in Miami. 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 provides bespoke solutions for large relationships, supported by its significant institutional scale and diverse market roles.

Xin Cheng Mai is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, following earlier work at Scottrade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operations as a swap dealer and futures commission merchant.

Zakir Banatwala is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and previously worked at HSBC Securities (USA) Inc. and StratEdge Quant Investors LLC. Outside of finance, he is a 50% partner in Iyana Jewelry Studio LLC, an e-commerce fashion jewelry business operated solely by his wife. Citigroup Global Markets serves individual and institutional clients across a range of 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 proprietary research and serving as a swap dealer and futures commission merchant.

Linna Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Citigroup since 2017, including roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association prior to joining Citigroup Global Markets. 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-scale institutional capabilities alongside unique market roles such as swap dealer and futures commission merchant.

Akio Adams is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America Private Bank from 2015 to 2022. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it provides both discretionary and non-discretionary investment solutions.

Alejandro Gonzalez is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citi since 2010. Citigroup Global Markets Inc. 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 through discretionary and non-discretionary programs and maintains in-house research and security-pricing functions, distinguishing it among large institutional firms.

Ainsley Stamberger is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. She has worked at Citibank N.A. since 2019 and previously held positions at Newport Capital Group and Yorkville Advisors. Outside of finance, she served with the Sea Girt Beach Patrol for four years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant functions, and commercial arrangements with third parties.

Benjamin Cheung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Patrick Rabenau is a financial advisor at Citigroup Global Markets with 10 years of industry experience and a Series 66 designation. He 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 and execution services. The firm uses multi-asset, multi-manager strategies and operates with large institutional scale including in-house research and specialized market roles.

Shawn Obrien is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2023, he worked at Shedd Capital, Texas Capital Bank, and held various roles including at 7-Eleven Inc. and Stonebriar Country Club. He was also involved with the University of Texas from 2019 to 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and oversight committees, operating at a large institutional scale with specialized market roles.

Douglas Vásquez is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has worked with Citigroup since 2017, including roles at Citi International Financial Services LLC and Citibank NA. Prior to Citigroup, he spent three years at Santander Private Banking International. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Pierre Couture is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at Citi Private Bank since 2019, following a 12-year tenure at Voya Financial. 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 through discretionary and non-discretionary programs and integrates internal standards and oversight committees to select and monitor managers.

Richard Burkimsher is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at HSBC Bank USA and David Lerner Associates. 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 supported by internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

Brenda Crump is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 13 years at JPMorgan Securities LLC and 15 years at JPMorgan Chase Bank NA. 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, as well as broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.