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Omon B

Series 63, Series 65, Series 66

Potomac, MD

Citigroup Global Markets

Omon Brewton is a financial advisor at Citigroup Global Markets with credentials including Series 63, 65, and 66 licenses and one year of industry experience. Prior to joining Citigroup, he held positions at Citibank, PNC Bank, Walmart, and Regions Bank. Outside of his advisory role, Brewton works as a warehouse worker for Uniter Parcel Services in Springfield, VA. 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 and maintains large-scale institutional capabilities alongside specialized market functions.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Katherine Calvo Espinoza is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at NYLife Securities, LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale alongside specialized market roles such as 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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Nadieda D

Series 66

Brooklyn, NY

Citigroup Global Markets

Nadieda Dazile is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. Her career includes multiple roles at Citigroup and periods affiliated with New York University Stern School of Business. Outside of her advisory role, she is involved in social media activities as a brand ambassador and influencer, promoting beauty products and managing affiliate storefronts. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, 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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Christopher R

Series 66

East Hampton, NY

Citigroup Global Markets

Christopher Rusk is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 20 years of industry experience. His career includes roles at Ameriprise Financial Services, Wunderlich Securities, J.P. Morgan Private Wealth Advisors, Merrill, and Banc of America Investment Services. 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, alongside broker-dealer execution and custody services. The firm is notable for its combination of large institutional scale and specialized market roles, including operating 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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Gege F

Series 63, Series 65

New York, NY

Citigroup Global Markets

Gege Fan is a financial advisor at Citigroup Global Markets with three years of industry experience. Prior to joining Citigroup in 2023, Gege worked at Kohls + Sephora and New York Life. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with both discretionary and non-discretionary options. The firm combines large institutional scale with unique market roles, including 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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Tiago S

Series 66, Series 65

New York, NY

Citigroup Global Markets

Tiago Sardeli is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc since 2008. 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 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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Crystal L

Series 63, Series 65

Inglewood, CA

Citigroup Global Markets

Crystal Lamar is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of her advisory role, she is involved in property management through ownership and management of real estate entities in Los Angeles. Citigroup Global Markets serves a broad client base ranging from workplace investors to ultra-high-net-worth individuals, offering multi-asset, multi-manager investment programs and a variety of execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and risk management, enabling it to provide tailored advisory and discretionary solutions.

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

Series 66

New York, NY

Citigroup Global Markets

Javier Cisneros Merino is a Series 66 licensed financial advisor at Citigroup Global Markets with two years of industry experience. His work history includes roles at Citi since 2022, as well as previous positions at the Consulate General of Spain, Deyde, and BBVA. 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, security pricing, and derivatives services.

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

Series 65, Series 63

New York, NY

Citigroup Global Markets

Jan Hugo Johan Braune is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and JP Morgan from 2013 to 2026. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, distinguishing it through its scale and market roles.

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

Series 66, Series 63

Jacksonville, FL

Citigroup Global Markets

Danielle Nantz is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Citigroup Global Markets, Danielle worked at Ally Invest Securities, Morgan Stanley, and E*TRADE Securities among other firms. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities.

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

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Carlos Ortiz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior roles include positions at Morgan Stanley and multiple entities within Wells Fargo from 2016 to 2021. He is based in Miami, 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 and maintains roles as a swap dealer and futures commission merchant, operating at a scale and complexity that differentiates it from typical advisory firms.

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

Series 63, Series 66

Long Island City, NY

Citigroup Global Markets

Subryan Armogan is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with 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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Jordan W

Series 66

New York, NY

Citigroup Global Markets

Jordan Woolfson is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS and Citigroup. Outside of financial services, he has been involved with JusCollege and CuseNationNews. 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 maintains significant in-house research and market roles, providing tailored solutions for high-net-worth clients.

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

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Christopher Kurimay is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. He is based in Chicago, IL. 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 and maintains institutional-scale operations including in-house research, derivatives services, and bespoke solutions for large client relationships.

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

Series 66

Miami, FL

Citigroup Global Markets

Jaime Moreno is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. He previously worked at Merrill and BTS Group Inc., and has held roles at various financial firms and educational institutions in Latin America. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

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

Series 63, Series 66

Lake Forest, CA

Citigroup Global Markets

Yan Lan is a financial advisor at Citigroup Global Markets with four years of industry experience. Yan previously worked at JP Morgan Securities LLC and Northwestern Mutual Investment Services, among other firms. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining 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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John C

Series 63, Series 66

New York, NY

Citigroup Global Markets

John Coviello is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Exoduspoint Capital Management, BlueCrest Capital Management, Bessemer Trust, PointState Capital Management, and Moore Capital Management. 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, derivatives services, and bespoke solutions for very large client relationships.

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

Series 65, Series 63

San Antonio, TX

Citigroup Global Markets

Melita Rohm is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 65 and Series 63 licenses. Her work history includes roles at Citigroup, JCrew, HEB, and VIP Kid, as well as over two decades of self-employment. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and uses internal standards and oversight committees to select and monitor investment managers.

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

Series 66

New York, NY

Citigroup Global Markets

Gus Kasun is a financial advisor at Citigroup Global Markets with Series 66 credentials and one year of industry experience. His prior work includes a brief tenure at Baird before joining Citi. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services that combine multi-asset strategies with both discretionary and non-discretionary management.

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

Series 63, Series 65

Cupertino, CA

Citigroup Global Markets

Siulun Leung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Citigroup in 2022, Leung worked at Bank of America and Merrill from 2016 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, alongside extensive in-house research and custody services.

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