Daniel Olavarria is a financial advisor with Citigroup Global Markets holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at the University of Florida, Santa Fe College, and MAST Academy. 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 through discretionary and non-discretionary programs and maintains distinctive market roles including security-pricing and swap dealing.

Daniel Larson is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Securities LLC, LPL Financial, BMO Harris Bank, and RTS Financial. 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 through both discretionary and non-discretionary programs, supported by in-house research and large-scale institutional capabilities.

Emilio La Fontaine is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Moody's Analytics, Rutgers University, Commonwealth Bank of Australia, Monsoon Ventures Inc., and Israel Discount 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Eduardo Lantigua is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi Smith Barney since 2008. He holds Series 63 and Series 66 licenses and is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with large institutional scale, including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

Edien Hincapie is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Emigrant Bank, and Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments and offers a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and specialized market roles that distinguish it from many peers.

Jeffrey Keating is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including JPMorgan Chase and BlackRock. Outside of his advisory role, Keating is involved in managing multiple real estate entities related to rental properties primarily in St. Joseph, Missouri. 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 discretionary and non-discretionary programs, integrating internal standards and oversight committees for manager selection and monitoring.

Joshua Aguilar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Citibank across two periods from 2015 to the present, with a brief gap year. Citigroup Global Markets 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 and maintains large-scale institutional capabilities, including in-house research and specialized market roles.

Ryan Mc Millan is a financial advisor at Citigroup Global Markets holding a Series 66 designation. He began his career in the financial industry in 2025 and has also been involved with the Duke Annual Fund. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Denise Gonzalez Basin is a Series 66-licensed financial advisor at Citigroup Global Markets with four years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and has a background that includes roles in education and nonprofit work with Make-A-Wish Michigan. 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 and maintains in-house research and security-pricing capabilities while providing specialized solutions for large relationships.

Yasmin Maadi is a financial advisor at Citigroup Global Markets with one year of industry experience. She previously worked at Equitable Advisors and spent 30 years with InTouch America, Inc. 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 provides specialized services such as derivatives trading and bespoke discretionary solutions for large client relationships.

David Lowenstein is a Series 66-licensed financial advisor with Citigroup Global Markets in New York, NY. He has 10 years of experience with Citigroup, where he has worked since 2016. 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 utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supporting complex and large-scale client needs.

Jorge Alzaga is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021, with prior experience at JPMorgan Chase & Co., NXP Semiconductors, and in education at Texas Christian University and St. Andrew's Episcopal School. 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 diverse market roles, including in-house research and derivatives services, to provide a broad set of advisory and execution solutions.

Myrna Nasser is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup since 2018, with prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Based in McLean, VA, she provides investment advisory services within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies and integrates in-house research, swap dealing, and futures commission merchant activities, supporting both discretionary and non-discretionary investment solutions.

Maria Rios is a financial advisor at Citigroup Global Markets with five years of industry experience and a Series 66 designation. She has been employed with Citibank since 2000. 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 using internal standards and oversight committees to select and monitor managers, providing solutions for a broad range of client needs including workplace and high-net-worth portfolios.

Michael Lynch is a CFA® charterholder with 16 years of industry experience. He has been with Citigroup Global Markets since 2016 and previously worked at Maltin Wealth Management, Inc. from 2012 to 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and integrates internal standards and oversight committees to select and monitor managers, operating at a large institutional scale with unique market roles and arrangements.

Lauren Elson is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Citibank and Amazon Studios. Outside of finance, she has been involved in content creation for fashion and beauty companies for over eight years. 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 with both discretionary and non-discretionary options, and manages complex arrangements reflecting its large institutional scale.

Lauren Carbonel is a financial advisor with Citigroup Global Markets, holding a Series 66 license and one year of industry experience. Prior to joining Citigroup in 2021, she worked at South Bay Credit Union and Pacific Transportation Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant activities.

Deborah Blanc Velez is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase Bank NA and JPMorgan Securities LLC. She is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and notable is its combination of large institutional scale and unique market roles, including operations as a security-based swap dealer and futures commission merchant.

Laura Viveros is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017, following two years at HSBC Private Bank. Outside of her advisory role, she is a co-founder of Soles for Change LLC, a shoe business based in Miami and Rockville Center, NY. Citigroup Global Markets serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm combines large institutional scale with diverse market roles, including derivative trading and in-house research, providing customized solutions for high-net-worth clients.

Shahedul Alam is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2021, he worked at Postmates and Nylife Securities LLC, as well as New York Life Insurance Company. 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 large institutional scale combined with unique market roles such as swap dealer and futures commission merchant.