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Katherine M
Series 66
San Francisco, CA
Citigroup Global Markets
Katherine Muller is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 credential and has previously been involved with organizations including the California Alumni Association, Everlastly, Inc., and University Tees. 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 combines large institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.
Mark S
Series 65, Series 63
New York, NY
Citigroup Global Markets
Mark Shpizner is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at BlackRock Investments and Centerbridge Partners before joining Citigroup. 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 in-house research and specialized market roles, supporting bespoke solutions for high-net-worth clients and leveraging institutional scale.
Martine G
Series 66
Ny, NY
Citigroup Global Markets
Martine Gulliver is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citi, Gulliver has held roles at Dartmouth College and the YMCA of Montclair. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services, with a notable combination of large institutional scale and specialized market roles.
Jacob C
Series 66
New York, NY
Citigroup Global Markets
Jacob Cowen is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. His prior work history includes roles at WOOD & Company, Northrop Grumman, Fordham University, and Kayne Anderson Rudnick. 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 combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.
Stephen C
CFP®, Series 63, Series 66
O'Fallon, MO
Citigroup Global Markets
Stephen Chanez is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2021, including a brief period at Compass Retirement Group LLC. Prior to that, he held roles at Prosperity Capital Advisors and Charles Schwab. Outside of advising, he is also an insurance agent for various carriers. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and security pricing.
Jeffrey W
Series 63, Series 65
Plainfield, IL
Citigroup Global Markets
Jeffrey Wrobel is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm is notable for its combination of large institutional scale, market roles such as swap dealer and futures commission merchant, and its use of multi-asset, multi-manager investment strategies.
Alex B
Series 63, Series 65
New York, NY
Citigroup Global Markets
Alex Bedlitsky is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Citigroup since 2015, with a brief tenure at Sine in 2019-2020. Outside of his advisory role, he conducts online research in data science and artificial intelligence as a U.S. Market Researcher for Addepto. 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, swap dealing, and futures commission merchant activities.
Daniel I
Series 66
Brooklyn, NY
Citigroup Global Markets
Daniel Ifraimov is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes positions at SEI Novus, Corporate Fuel Advisors, and JP Morgan Chase. 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 programs alongside broker-dealer execution and custody services.
Evan D
Series 66
New York, NY
Citigroup Global Markets
Evan Del Pero is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior roles include positions at Citi Bank and Sigma Alimentos, as well as various engagements with Cornell University. 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 extensive internal oversight and combines large institutional scale with unique market roles and arrangements.
Juan T
Series 66
Miami, FL
Citigroup Global Markets
Juan Tolosa is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has been with Citigroup since 2014 and holds the Series 66 designation. 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 provides bespoke discretionary solutions, supported by in-house research and specialized market roles.
Marlen K
Series 63, Series 66
New York, NY
Citigroup Global Markets
Marlen Katz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank, Na, as well as at Citi. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by extensive in-house research and unique market roles.
Elena M
Series 66
Miami, FL
Citigroup Global Markets
Elena Mirosnicenco is a financial advisor at Citigroup Global Markets with five years of industry experience and a Series 66 designation. She has worked at CitiBank since 2017. Outside of her advisory role, she assists her spouse with administrative tasks for a trucking and transportation business. 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, operating at a large institutional scale with specialized market roles.
Jimmy D
Series 63, Series 65
Palmetto Bay, FL
Citigroup Global Markets
Jimmy Diaz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Citigroup since 2017 and previously at Bank of America from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across a range of 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 and provides a broad suite of advisory and execution services.
Daniel M
Series 63, Series 65
Port Jefferson, NY
Citigroup Global Markets
Daniel Marquardt is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Citigroup since 2014. 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 through both discretionary and non-discretionary programs and holds notable roles such as a security-based swap dealer and futures commission merchant.
Nadiya K
Series 66
New York, NY
Citigroup Global Markets
Nadiya Kadirova is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2018, with prior experience at Avatar Securities, LLC and Quasar Trading, 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees, and provides bespoke solutions for large relationships.
George V
Series 66
Washington, DC
Citigroup Global Markets
George Vera is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, with prior roles at The Prudential Insurance Company of America and Capital One Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and manages large institutional scale operations with unique market roles including derivatives and futures services.
Viridiana S
Series 66
Houston, TX
Citigroup Global Markets
Viridiana Salamesainz is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has previously worked at Casa de Bolsa Finamex SAB de CV and Citibanamex. Outside of advisory work, she is a manager and partner at JOSADA LLC, a real estate holding company based in Houston and Montgomery, Texas. 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 supported by internal oversight and integrates both discretionary and non-discretionary portfolio options.
Anibal M
Series 66
Miami, FL
Citigroup Global Markets
Anibal Matte is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Credicorp Capital Chile. Based in Miami, FL, he has been with Citigroup since 2020. Citigroup Global Markets serves individual and institutional clients across various 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, supported by internal standards and oversight committees.
Sterlin S
Series 66
Uniondale, NY
Citigroup Global Markets
Sterlin Streeter is a financial advisor at Citigroup Global Markets with Series 66 registration and two years of industry experience. Prior to joining Citigroup, he worked at the American Red Cross and held positions at Adelphi University and St Francis Preparatory School. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments and offers 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 derivatives services.
Hector V
Series 66
Jacksonville, FL
Citigroup Global Markets
Hector Vargas Rodriguez Jr. is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and in pest control management. Outside of finance, he serves as a director of Broward County Exterminating Group, overseeing administrative and client account functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including research, derivatives, and lending secured by advisory assets.
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