Elisabeth Blount is a financial advisor with Citigroup Global Markets in New York, NY. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Her prior work includes roles at Amway/URA, Santander Securities, LLC, and Santander Bank, NA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for high-net-worth and ultra-high-net-worth clients.

Maria Largaespada is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 63 and Series 66 securities licenses and has worked at various divisions within Citigroup since 2006. 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 discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Ted Ryoo 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 Spinnaker Capital LLC, Bank of New York Mellon, and served on the faculty at Brandeis International Business School. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment advisory programs and brokerage services. The firm operates with large institutional scale and provides bespoke discretionary solutions alongside its broad set of advisory and execution capabilities.

Charissa Kerestesy is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Citigroup Global Markets since 2015. Outside of her advisory role, she is a co-owner of a rental property listed on Airbnb in Windham, VT. 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 and operates with significant institutional scale, including unique market roles such as serving as a swap dealer and futures commission merchant.

Alexander Dugan is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at TD Ameritrade and Club Fitness. He has been with Citigroup Global Markets since 2020. 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 derivatives services.

Lise Christine Mason is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, with prior experience including roles at AllianceBernstein LP and various positions at Swarthmore College. Citigroup Global Markets serves individual and institutional clients across private banking, wealth management, and workplace segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Ramon Ardaya is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Morgan Stanley and Citibank, along with work experience in various sectors such as food service and education. Citigroup Global Markets serves individual and institutional clients across wealth management segments with multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer operations, and customized lending and discretionary solutions for high-net-worth clients.

Desi Gonzalez Posada is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. Prior to joining Citigroup in 2022, Desi worked at Wells Fargo Clearing and Wells Fargo Bank, and also has experience in academic settings at Florida International University and Miami Dade College. Outside of finance, Desi has worked in the food service industry with Cold Stone Creamery. Citigroup Global Markets serves individual and institutional clients across a range of private banking and wealth management segments, offering multi-asset, multi-manager investment strategies through various advisory programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services, supporting a broad set of customized investment solutions.

Gillian Parrett is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Prior to joining Citigroup in 2023, she worked at Sanikind in 2021. She has also been engaged as a student at Hobart and William Smith Colleges since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, custody, and derivatives services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles including swap dealer and futures commission merchant activities.

Claire Horner is a financial advisor at Citigroup Global Markets Inc. holding a Series 66 designation. She has accrued experience through various roles at Citibank and Washington and Lee University, with additional work at Lewis Media Company and as a self-employed caregiver. Citigroup Global Markets Inc. serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary investment solutions.

Emily Lewis is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Lululemon, where she educated guests on product selection related to athletic clothing. 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Max Kimmel is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Citigroup since 2016. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Laura Maares is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Citibank NA and XP Securities. Citigroup Global Markets Inc. 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 and maintains unique market roles including in-house research and derivatives services.

Hipolito Claudio Rosario is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following an 18-year tenure at Popular Securities. 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, providing a broad set of advisory, execution, and custody services.

Lizette Rodriguez Hernandez is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2014, currently based in Ft. Lauderdale, FL. Outside of her advisory role, she owns and manages GO ME!HEADBANDS, a sports headband business based in Puerto Rico. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including swap dealing and futures commission merchant activities.

James Jedlicka is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Key Investment Services LLC, KeyBank, LPL Financial, Sterling National Bank, and JP Morgan. He has been with Citigroup since 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and notable institutional capabilities, including derivatives and futures services.

Jon Wessels is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has worked at Citigroup since 2016. 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 operates with significant institutional scale and specialized market roles.

Miles She is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2007. He holds the Series 63 and Series 65 designations. 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 through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and atypical market roles.

Ivonne Orozco is a financial advisor at Citigroup Global Markets with two years of industry experience. She has held positions at Citibank since 2022 and previously worked at Wells Fargo Bank, N.A. from 2013 to 2022. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a wide range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches.

Sheri Pak is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2022, following seven years at HSBC Securities (USA) Inc. She is based in New York, NY. 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 internal oversight and has notable in-house research capabilities and market roles, including acting as a swap dealer and futures commission merchant.