James Geiger is a CFA® charterholder with 11 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2019, following prior roles at J.P. Morgan Chase Bank and JP Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Everett Pimentel is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with CitiBank since 2008. Citigroup Global Markets serves individual and institutional clients across multiple 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 combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Yousef El Emary is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2021, with prior experience at Morgan Stanley in 2020. 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 both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Semyon Toybis is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, following three years at BBL Commodities. 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 is notable for its large institutional scale and involvement in derivatives and futures markets.

Patricia Douglas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Citigroup since 2017, following prior roles at NYLife Securities, LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, managing multi-asset strategies through both discretionary and non-discretionary programs.

Adnan Debs is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. His background includes positions at Georgetown University, Queen Mary University of London, and international schools in Dubai and Beirut. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, and it operates with large institutional scale and specialized market roles.

Nicole Kury Rodriguez is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her background includes roles at Citi, Morgan Stanley, IUR Capital, and United Capital, as well as academic involvement with Babson College and Rollins College Social Impact Hub. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Geraldine Rivera is a Series 66-credentialed financial advisor with 16 years of industry experience, currently working at Citigroup Global Markets since 2015. She is based in Miami, FL. Citigroup Global Markets Inc. serves individual and institutional clients across a wide 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 in-house research and execution services, catering to workplace, high-net-worth, and ultra-high-net-worth clients.

Douglas Batten is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and complex market roles.

Igor Bereznitski is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Citigroup Global Markets since 2020, with prior roles at JPMorgan Chase Bank and JPMorgan Securities. 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 futures commission merchant activities.

Manuela Mazorra Gomez is a financial advisor at Citigroup Global Markets with a Series 66 designation and experience working at several firms, including Citibank, BNP Paribas, and Itau Bank. Her background also includes roles at Columbia University and companies such as Mesh and ICAP Colombia. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with in-house research, security pricing, and specialized market roles.

Ronald Putelo is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Based in New York, NY, his career primarily spans this enterprise firm. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to deliver its services.

Vishal Wadhwa is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at First Citizens Bank, SVB Wealth LLC, Boston Private Wealth LLC, Wells Fargo, Bank of America, and Merrill. 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 range of advisory and execution services, including involvement in derivatives and futures markets.

Avanee Patel is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked at Citi since 2006. 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 with internal standards and oversight committees to select and monitor managers, and it operates at a large institutional scale with unique market roles and commercial arrangements.

Yitong Liu is a financial advisor at Citigroup Global Markets with three years of industry experience. Liu holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, with a prior role at Shandong Haiwangda Modern Logistic Co Ltd. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage 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 serving as a swap dealer and futures commission merchant.

Utkur Zubaydullaev is a CFA® charterholder with seven years of industry experience, currently advising at Citigroup Global Markets. He has worked at Citigroup in two separate periods and was self-employed for five years. From 2017 to 2020, he also spent time on extended travel. 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 and maintains distinctive market roles, including operating as a swap dealer and futures commission merchant.

Maria Marcano Pereira is a CFA® charterholder with 10 years of industry experience. She currently works at Citigroup Global Markets and has prior experience with Deutsche Bank Securities Inc. and DB USA Core Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm integrates large-scale institutional resources with unique market roles, including in-house research and derivatives services.

Charles Cavanaugh is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 30 years of industry experience. He has been with Citigroup since 2017 and has prior experience at Allstate Life Insurance Co, Allstate Distributors LLC, Harris Hersh Financial Inc, Ldx Global, and The Leaders Group Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies with internal oversight and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Camila Mercado is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2017. Prior to joining Citigroup, she attended Boston College from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Sergio Samur Henriquez is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 various market roles, including swap dealer and futures commission merchant activities, and provides bespoke discretionary solutions for very large client relationships.