William Calaca is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank for five years each before joining Citigroup in 2021. 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 and maintains in-house research and market roles that distinguish it from peers.

Omnia Farag is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and nine years of industry experience. She previously worked at Santander Securities, LLC, Santander Bank, NA, and PNC Financial Services. She is based in New York, NY. 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 utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains significant institutional scale alongside unique market roles and commercial arrangements.

Eric Garzon is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including derivatives and futures services, and employs rigorous manager selection and oversight processes.

Lewis Cabrera is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following prior roles at J.P. Morgan Securities and JPMorgan Chase bank. Cabrera is also a partial owner and silent investor in Lendi, LLC, a mobile software application platform for peer-to-peer rental services. 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 and maintains significant in-house research and market roles that distinguish it from typical advisory firms.

Trisha Arun is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has worked at Citigroup and Ameriprise during the past two years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs 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 such as security pricing and derivatives trading.

Bradley Teasdale is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and two years of industry experience. Before joining Citigroup in 2025, he worked at Fidelity Investments and United Routes LLC, among other positions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, implementing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, offering a broad range of advisory, execution, and custody services.

James Bearden is a financial advisor with Citigroup Global Markets where he has worked since 2022. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Edward Jones and Lew Fruend State Farm Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-manager strategies and providing bespoke discretionary solutions.

Bita Nekoomaram is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds a Series 66 designation. Additionally, she is the owner of HAFIZI LLC, an entity created to hold rental property for which she devotes limited time outside of securities trading hours. 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 through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Garrett Leahy is a Series 66-licensed financial advisor at Citigroup Global Markets with four years of industry experience. He has been with Citigroup since 2020 and previously worked in energy services and the food industry. 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 execution services, supporting complex advisory relationships.

Kara Bailys is a financial advisor at Citigroup Global Markets with a Series 66 designation and 21 years of industry experience. Her prior experience includes nine years at Merrill Lynch before joining Citigroup in 2022. Outside of her advisory role, she serves as the District Commissioner for the River Oaks Pony Club, where she oversees club activities and supports equestrian education. 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 maintains significant institutional capabilities, including in-house research and derivatives services.

Matthew Almanza is a financial advisor at Citigroup Global Markets with eight years of industry experience. He has previously worked at UBS Financial Services, Royal Alliance, and NWF Advisory. Almanza holds Series 63 and Series 66 licenses and is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight committees and a combination of in-house research, lending, and bespoke solutions for large clients.

Jose Daniel Hernandez is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill, Citibank N.A., and Florida International University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm’s large institutional scale and specialized market roles distinguish it from typical advisory firms.

Edwin Castro is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup Global Markets since 2007. 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 in-house research and specialized market roles, providing a broad range of advisory and execution services.

Sang Le is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He has held his current position since 2007. Outside of his advisory work, he owns a rental property in Castro Valley, California. 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 through discretionary and non-discretionary programs, and maintains roles as a swap dealer and futures commission merchant.

Yoraxi Esis is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at Citigroup and its affiliated entities since 2012, with roles at Citibank IPB, CGIS Securities LLC, and Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and supports a range of investment vehicles including separately managed accounts, mutual funds, ETFs, and alternatives.

Roger Ventura is a financial advisor at Citigroup Global Markets with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Citibank and Northwestern Mutual. 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 utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Carlos Dominguez Gil is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has worked at Citigroup since 2020 and previously spent four years at Goldman Sachs & Co. He holds Series 63, 65, and 66 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides both discretionary and non-discretionary investment solutions.

Jacob Alvarez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a unique combination of large institutional scale and specialized market roles.

Lisandro Enferri is a financial advisor with Citigroup Global Markets in Brooklyn, NY, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers diverse investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including roles as a swap dealer and futures commission merchant.

Mariana Fernandez is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has been with Citibank N.A. since 2014. 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 specialized market roles, including providing bespoke discretionary solutions and operating as a swap dealer and futures commission merchant.