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Jackson B

Series 63, Series 65

New York, NY

Citigroup Global Markets

Jackson Bloom is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. Citigroup Global Markets Inc. 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 operates with a scale and market roles that distinguish it from typical advisory firms.

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

Series 66

Miami, FL

Citigroup Global Markets

Melissa Alonzo is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has worked at several firms including JPMorgan Chase Bank, EFG Capital International Corp, and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating as both 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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Renato T

Series 63, Series 65

Coral Springs, FL

Citigroup Global Markets

Renato Teixeira is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He previously worked at Citibank N.A. for 18 years before joining Citigroup in 2024. Citigroup Global Markets Inc. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

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

Series 66

Miami, FL

Citigroup Global Markets

Andy Porcel is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America from 2016 to 2018. Outside of his advisory role, he manages a rental property in Hialeah, Florida. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diverse investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, combining in-house research and unique market roles.

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

Series 66, Series 63

Greenwich, CT

Citigroup Global Markets

Elliott Waller is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Levin Capital Strategies for twelve years. 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 with internal oversight and maintains unique market roles including swap dealing and futures commission merchant activities.

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

Series 66

Fort Lee, NJ

Citigroup Global Markets

Anthony Crimeni is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory work, he serves as a youth basketball referee at the Marlboro Recreation Center in New Jersey. 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 maintains unique market roles including swap dealing and futures commission merchant activities.

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

Series 66

Washington, DC

Citigroup Global Markets

Eliran Assaraf is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2020. Prior to that, he held roles at Morgan Stanley Private Bank, Morgan Stanley, TD Ameritrade, Scottrade, and Citibank. 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 significant internal research and market roles, supporting both discretionary and non-discretionary investment solutions.

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

Series 66

Levittown, NY

Citigroup Global Markets

Matthew Neugebauer is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and offers solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and various specialized market roles.

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

Series 66

Charlotte, NC

Citigroup Global Markets

Kimberly Chessler is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across private banking, workplace wealth management, and high-net-worth segments. The firm implements multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, offering a broad range of advisory services supported by extensive in-house research and execution capabilities.

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

Series 65, Series 63

Miami, FL

Citigroup Global Markets

Luis Rodriguez is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including JPMorgan Chase, Bank of America, and Wells Fargo before joining Citigroup in 2025. 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 utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, combining large institutional scale with unique market roles.

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

Series 65, Series 63

New York, NY

Citigroup Global Markets

Julyan Santos is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 operations 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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Carlos C

Series 66

Miami, FL

Citigroup Global Markets

Carlos Chamon is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Banco Itau International, and Itau International Securities. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive in-house research and unique market roles.

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

Series 66

New York, NY

Citigroup Global Markets

Sean Sullivan is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America, Merrill, and the US Commodities Futures Trading Commission. Sullivan also has experience in academic and community roles, having been affiliated with American University and the Cancer Support Community. 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 both discretionary and non-discretionary programs, supported by internal oversight committees and partnerships with major asset managers.

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

Series 66

Temecula, CA

Citigroup Global Markets

William Standridge is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2017, following a year at HSBC Bank USA, N.A. The firm serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and specialized market roles such as security-based swap dealing and futures commission merchant activities.

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

Series 63, Series 65

Hopewell Junction, NY

Citigroup Global Markets

Robert Fallone is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 through discretionary and non-discretionary programs and manages institutional-scale operations with specialized market roles and arrangements.

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

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Israel Thomas Rios is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients through Citi Private Bank, Citi Global Wealth at Work, and Citi Personal Wealth Management, offering a range of investment advisory programs and execution services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies and its 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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Zhuolin H

Series 66

Tustin, CA

Citigroup Global Markets

Zhuolin Hu is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has been a business owner at Degree International Group, Inc. since 2017. Prior to his current role, he worked at LPL Financial. 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 in-house research and extensive market infrastructure.

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

Series 66

New York, NY

Citigroup Global Markets

Carlton Light is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. Citigroup Global Markets employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, providing access to a variety of investment vehicles including separately managed accounts, mutual funds, ETFs, and alternative products.

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

Series 66

New York, NY

Citigroup Global Markets

Xiao Qin Komischke is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 66 designation and has previously worked at several firms including Cetera Investment Advisors, Cathay Bank, and Raymond James Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with brokerage and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

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

Series 66

Washington, DC

Citigroup Global Markets

Ricardo Yepes is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets, Inc. since 2007. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining 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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