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Sebastian F

Series 66

Beverly Hills, CA

Citigroup Global Markets

Sebastian Ferro Sequedo is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC, Bank of America, N.A., Merrill, and Julius Baer International Ltd. Sebastian is based in Beverly Hills, CA. 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 unique market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large relationships.

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

Series 66

Simi Valley, CA

Citigroup Global Markets

Leah Melendez is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 15 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and a large institutional platform.

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

Series 66

New York, NY

Citigroup Global Markets

Maria Tenorio Useche is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2016, including roles at Citibank Colombia and Citigroup Global Markets in New York. 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, providing diverse advisory programs alongside broker-dealer execution and custody services.

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

Series 63, Series 65

Brooklyn, NY

Citigroup Global Markets

Edward Schneider is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2022. 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 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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Richard D

Series 63, Series 65

New York, NY

Citigroup Global Markets

Richard Deverna is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 12 years. Citigroup Global Markets serves individual and institutional clients through various private and wealth management divisions, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale 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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Runqi W

Series 66, Series 63

New York, NY

Citigroup Global Markets

Runqi Wang is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Citi, Wang worked at Bank of America and held various roles in the hospitality sector. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a range of investment advisory programs and execution services that include multi-asset, multi-manager strategies and exposure to alternative investments. The firm combines large institutional scale with 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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Antonio B

Series 66

New York, NY

Citigroup Global Markets

Antonio Benedicto is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 10 years of industry experience. He has been with Citigroup since 2013. 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 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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Ramon P

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Ramon Pacios is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Advisory Services, Truist Investment Services, and Wells Fargo Advisors. Outside of his advisory role, he owns a package delivery service and a company that owns personal watercraft and boats. 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 through both 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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Jay B

Series 63, Series 66

Palo Alto, CA

Citigroup Global Markets

Jay Backstrand is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He previously worked at J.P. Morgan Securities Inc. and J.P. Morgan Trust Company from 2008 to 2017 before joining Citi Private Advisory LLC in 2017. He holds Series 63 and Series 66 designations. 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 large institutional capabilities, including in-house research 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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Robert A

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Robert Anderson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked with Citi Private Bank and Citigroup Global Markets since 2010 and was previously employed at Banc of America Investment Services from 2002 to 2007. 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 with extensive internal oversight and maintains large-scale institutional capabilities, including 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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Cedric C

Series 66

New York, NY

Citigroup Global Markets

Cedric Camara is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has a background that includes service in the US Army National Guard. Prior to joining Citigroup Global Markets, he worked at Cape Securities. 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 and maintains significant in-house research and market roles, supporting complex and large-scale client solutions.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Colter De Coste is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. He has held positions at CitiGroup since 2022 and has prior experience at North River Shores Tennis Club, The Ohio State University - Fisher College of Business, QuadReal Property Group, and Stetson University. 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 trading. The firm employs multi-asset, multi-manager strategies with internal oversight 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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Ivonne R

Series 63, Series 65

Ft. Lauderdale, FL

Citigroup Global Markets

Ivonne Roque is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Citigroup Global Markets since 2013. Outside of her advisory role, she is involved in managing rental properties. 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 with extensive internal oversight and provides specialized solutions for high-net-worth and institutional clients.

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

Series 66

Jacksonville, FL

Citigroup Global Markets

John Noel is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Merrill and Wells Fargo. His background also includes roles at MassMutual Life Insurance Co., MML Investors Services LLC, and Advised Assets Group, LLC. Citigroup Global Markets serves individual and institutional clients across a broad spectrum including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

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

CFA®, Series 65, Series 63

Miami, FL

Citigroup Global Markets

Carlos Bonilla Jr. is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has six years of industry experience, currently advising at Citigroup Global Markets since 2022. His prior roles include positions at Insigneo, Vanguard, and The Wharton School of the University of Pennsylvania. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique 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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Karandeep K

Series 63, Series 66

Hicksville, NY

Citigroup Global Markets

Karandeep Kainth is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citibank and Robert Half prior to joining Citigroup. Kainth is also involved as an assistant in his family’s rental property business in New York. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and manages complex arrangements including derivatives and futures services.

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

Series 65, Series 66, Series 63

New York, NY

Citigroup Global Markets

Gavin Kim is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas for 11 years. He also has experience with Wells Fargo Investments and Banc of America Investment Services. 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 large institutional scale with in-house research, security pricing, and market roles such as swap dealer and futures commission merchant.

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

CFA®, Series 66

Miami, FL

Citigroup Global Markets

Anthony Crisp is a CFA® charterholder with seven years of industry experience. He currently works at Citigroup Global Markets, where he has been since 2021, following prior roles at Valor Advisors LLC and Morgan Stanley. Based in Miami, FL, he holds a Series 66 license. Citigroup Global Markets serves individual and institutional clients through a range of advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with capabilities including in-house research, derivatives services, and bespoke discretionary solutions for very large clients.

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

Series 63, Series 65

Jacksonville, FL

Citigroup Global Markets

Kevin Garcia is a financial advisor with Citigroup Global Markets in Jacksonville, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Citigroup in 2020, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2012 to 2020. 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 discretionary and non-discretionary programs and maintains a unique 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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Veronica C

Series 65, Series 63

New York, NY

Citigroup Global Markets

Veronica Chan is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase 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 employs multi-asset, multi-manager strategies with internal oversight and manages notable institutional scale and market roles, including derivatives and futures services.

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