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Edward P
Series 66
Stamford, CT
Citigroup Global Markets
Edward Pejanovic is a financial advisor with Citigroup Global Markets in Stamford, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Co., and Webster Bank. 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 both discretionary and non-discretionary approaches and maintains large institutional capabilities alongside specialized market roles.
Brian B
Series 63, Series 65
Tuckahoe, NY
Citigroup Global Markets
Brian Brennan is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following two years at National Securities Corporation. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.
Alan G
Series 63, Series 65
San Diego, CA
Citigroup Global Markets
Alan Goldberg is a financial advisor at Citigroup Global Markets with 45 years of industry experience. He has been with Citigroup since 2007 and holds 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 and maintains significant in-house research and market roles, combining large institutional scale with specialized market functions.
Franklin R
Series 63, Series 65
Miami, FL
Citigroup Global Markets
Franklin Ramirez is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and 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 execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.
Kevin L
Series 65, Series 63
San Francisco, CA
Citigroup Global Markets
Kevin Liu is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Before entering finance, he worked at Starbucks and had a one-year engagement with Icon Burger Acquisition LLC. 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 rigorous manager oversight and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.
Amber H
Series 63, Series 65
Chino Hills, CA
Citigroup Global Markets
Amber He is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She has worked at Citigroup since 2018 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory work, she is a partner in a food and boba drink shop, where she is involved in payroll and business planning. 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 maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.
Kerry W
Series 66
Oak Brook, IL
Citigroup Global Markets
Kerry Williams is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, Bank of America, Merrill, and U.S. Bank. Outside of financial services, he has experience in the restaurant and retail sectors, including roles at Portillo's Restaurant Group and Walmart. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains notable market roles such as operating as a swap dealer and futures commission merchant.
Ewa B
Series 63, Series 66
New York, NY
Citigroup Global Markets
Ewa Banach is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 registrations 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 strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivative services.
Michael T
Series 66
Washington, DC
Citigroup Global Markets
Michael Thigpen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following five years at RBC Capital Markets. Outside of his advisory role, he manages multiple rental properties in the Washington, DC area jointly with his spouse. 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 supports both discretionary and non-discretionary portfolios, combining large institutional scale with unique market roles.
Ricardo P
Series 66
Cutler Bay, FL
Citigroup Global Markets
Ricardo Pena is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Citibank. Outside of his advisory role, he is president of PM Ventures LLC, a real estate management business in Miami, FL, where he manages tenants and property records. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.
Zachary B
Series 63, Series 66
Jacksonville, FL
Citigroup Global Markets
Zachary Bishop is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services and Bank of America. 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, custody services, and derivatives trading capabilities.
Shihua C
Series 66
Irvine, CA
Citigroup Global Markets
Shihua Chen is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Chen held roles at Transamerica Financial Advisors, Wfgia, and HRCF Investment Consulting Co., where they worked for ten years. 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 internal oversight and delivers bespoke solutions for large relationships alongside standard advisory services.
Gary W
Series 63, Series 66
Valencia, CA
Citigroup Global Markets
Gary Wei is a financial advisor with Citigroup Global Markets in Valencia, CA, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 employs multi-asset, multi-manager strategies using internal standards and oversight committees, and provides specialized solutions for high-net-worth and institutional clients.
Wenbo J
Series 63, Series 65
Alhambra, CA
Citigroup Global Markets
Wenbo Jiang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup in 2026, he worked at Cetera and East West Bank. He has also been affiliated with the University of Southern California and the University of California, Irvine. 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 unique market roles, including in-house research and swap dealing, and provides bespoke discretionary solutions for very large relationships.
Maribelda D
Series 63, Series 66
Houston, TX
Citigroup Global Markets
Maribelda Dhaliwal is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citi Bank since 2018, following prior roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. She also operated Dhaliwal Concepts for ten years. 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 maintains unique market roles, including operating as a swap dealer and futures commission merchant.
John D
Series 66, Series 63
New York, NY
Citigroup Global Markets
John Davidson III is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Citibank NA since 2017. Prior to his financial services career, he worked at Bigfish Restaurant and was affiliated with the University of Delaware. 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 operates with large institutional scale and specialized market roles.
Jordan G
Series 66
Atlanta, GA
Citigroup Global Markets
Jordan Greene is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at JPMorgan Chase, Merrill, and Bank of America. Outside of his advisory work, he is involved in entrepreneurial ventures, owning and managing retail and entertainment businesses. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.
Randolph F
Series 63, Series 65
New York, NY
Citigroup Global Markets
Randolph Feliz is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Santander Bank and Santander Securities for nine years. He is president of INR Enterprises, a dormant 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 and combines large institutional scale with specialized market roles such as swap dealer and futures commission merchant.
Marc G
Series 65, Series 66
Newbury Park, CA
Citigroup Global Markets
Marc Giamo is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup since 2018, following six years at J.P. Morgan Securities. 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 with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.
Anna L
Series 63, Series 65
Monrovia, CA
Citigroup Global Markets
Anna Li is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at firms including Cetera, East West Bank, BBVA, and U.S. Bancorp Investments. Citigroup Global Markets serves individual and institutional clients across various private banking and wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services.
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