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Larry B

Series 63, Series 66

Indio, CA

Citigroup Global Markets

Larry Bambico is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Merrill 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. The firm combines large institutional scale with unique market roles, providing a broad range of advisory, execution, and custody services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Andrea D

Series 66

New York, NY

Citigroup Global Markets

Andrea De Mar is a financial advisor at Citigroup Global Markets with a Series 66 designation and experience at multiple Deutsche Bank entities and Citibank NA, spanning from 2012 to the present. Based in New York, NY, De Mar has worked in the financial services industry since 2012. 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 maintains in-house research, security-pricing activities, and roles as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Lisa L

Series 63, Series 65

New York, NY

Citigroup Global Markets

Lisa Little is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 65 licenses and 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 and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Robert B

Series 63, Series 65

Florence, KY

Citigroup Global Markets

Robert Bishop II is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2011. Outside of his advisory role, he works in customer service at a retail company in Florence, KY. 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.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Teresa F

Series 66

New York, NY

Citigroup Global Markets

Teresa Forde is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 credential and 21 years of industry experience. She has been with Citigroup since 2011. Outside of her advisory role, she is the founder and CEO of ZEJ Digital Solutions LLC, a website design company, and is involved with Plexus Worldwide, selling nutritional products through online marketing. 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 maintains in-house research and securities pricing, operating with a combination of large institutional scale and unique market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Catherine P

Series 63, Series 65

East Meadow, NY

Citigroup Global Markets

Catherine Perugini is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she assists with administrative tasks at a plumbing and heating company. 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 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.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Marcos P

Series 66

Miami, FL

Citigroup Global Markets

Marcos Pace is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citibank NA and CITI International Financial Services LLC since 2014. He is based in Miami, FL. 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 swap dealer and futures commission merchant activities, and provides a broad array of advisory, execution, and custody services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Dennis S

Series 66

Newbury Park, CA

Citigroup Global Markets

Dennis Salem is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2012. He is based in Newbury Park, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles including in-house research and futures commission merchant operations.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Tyler B

Series 66, Series 63

Tampa, FL

Citigroup Global Markets

Tyler Bird is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Raymond James Financial Services, Raymond James & Associates, and T. Rowe Price. He is based in Tampa, FL. 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 through discretionary and non-discretionary programs and has notable market roles including acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Naira M

Series 66, Series 63

Los Angeles, CA

Citigroup Global Markets

Naira Melkonyan is a financial advisor at Citigroup Global Markets in Los Angeles, CA, with 12 years of industry experience. She holds the Series 66 and Series 63 credentials and has been with Citigroup Private Bank since 2013. Outside of her advisory role, she acts as a Notary Public for friends and family. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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 and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Bailey N

Series 66

Chicago, IL

Citigroup Global Markets

Bailey Nankin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2018. Prior to joining Citigroup, he was affiliated with the University of Michigan. 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 and maintains substantial in-house research and market roles, supporting complex, large-scale client needs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Mai N

Series 63, Series 65

Fountain Valley, CA

Citigroup Global Markets

Mai Nghiem is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Citigroup in 2021, they worked at Comerica Securities, Marcum Financial Services, Raymond James Financial Services, State Farm VP Management Corp., and Phillip Ngo Insurance Agency. Outside of their advisory role, Mai Nghiem is involved in providing in-home supportive services to individuals with limited self-care abilities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and incorporates a combination of institutional scale and specialized market functions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Miriam C

Series 66

Miami, FL

Citigroup Global Markets

Miriam Cabrera is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017 and HSBC Bank USA since 2009. 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 specialized market roles, including in-house research and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Raffaele C

Series 66

Houston, TX

Citigroup Global Markets

Raffaele Cardone is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Alamo Angels, and Garcia Hamilton & Associates. 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 and operates with a combination of large institutional scale and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Mary R

Series 66

East Stroudsburg, PA

Citigroup Global Markets

Mary Reid is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2001. 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 such as acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Alexander L

Series 66

New York, NY

Citigroup Global Markets

Alexander Labibi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and previously worked at Stony Brook University and Walgreens. 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.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Morgan M

Series 66

O'Fallon, MO

Citigroup Global Markets

Morgan Matz is a Series 66-registered financial advisor with 10 years of industry experience, currently with Citigroup Global Markets since 2020. Prior to joining Citigroup, he worked at Wells Fargo Clearing Services and Scottrade. Citigroup Global Markets Inc. 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 and custody services. The firm operates at large institutional scale with in-house research and acts as a security-based swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Priscila G

Series 66, Series 63

Miami, FL

Citigroup Global Markets

Priscila Gois Rodrigues Da Silva is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses. She has experience working at Citigroup Global Markets since 2025 and previously spent four years at Larch Capital Partners LLC. Prior to that, she worked at Banco Itau for eight years. 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, and provides broker-dealer execution and custody services as well as derivatives and futures offerings.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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John F

Series 63, Series 66

New York, NY

Citigroup Global Markets

John Fagoni is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2020. Prior to this, he was employed at JPF Insurance and the US Census. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures trading. The firm implements multi-asset strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Conrad D

Series 65, Series 63

Westport, CT

Citigroup Global Markets

Conrad Dequadros is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Citigroup in 2025, he worked at Brean Capital, LLC for six years and has been involved with RDQ Economics LLC since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including multi-asset, multi-manager strategies through discretionary and non-discretionary accounts. The firm combines large institutional scale with diverse market roles, including research, security pricing, and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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