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Ann T
Series 66
Beverly Hills, CA
Citigroup Global Markets
Ann Tung is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2017. Citigroup Global Markets serves individual and institutional clients across various segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale combined with unique market roles, including swap dealer and futures commission merchant functions.
Maria D
Series 63, Series 65
Beverly Hills, CA
Citigroup Global Markets
Maria De La Cadena is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and 23 years of industry experience. She 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 and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.
Parsa T
Series 66
Beverly Hills, CA
Citigroup Global Markets
Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.
Sebastian G
Series 66
Beverly Hills, CA
Citigroup Global Markets
Sebastian Garcia Cornejo is a Series 66 designated financial advisor at Citigroup Global Markets with four years of industry experience. He has held prior roles at RBC Capital Markets and served in various positions at the University of California, San Diego. Citigroup Global Markets serves individual and institutional clients across multiple 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 discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.
Juan W
Series 66
Beverly Hills, CA
Citigroup Global Markets
Juan Wilson is a financial advisor with Citigroup Global Markets, holding a Series 66 license and has two years of industry experience. His career includes roles at Citi Private Bank and Aflac, as well as academic positions at the University of Southern California and several high schools. 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, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.
Sarah W
Series 66
Beverly Hills, CA
Citigroup Global Markets
Sarah Woodward is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2018. Prior to joining Citigroup, she was employed at Potomac Government Relations and has held academic positions at the University of Southern California. 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 execution services, and provides tailored discretionary solutions for high-net-worth clients.
Matthew S
CFA®, Series 63, Series 65
Beverly Hills, CA
Citigroup Global Markets
Matthew Sullivan is a CFA® charterholder with 14 years of industry experience. He is currently with Citigroup Global Markets, where he has worked in various roles since 2018, with a brief tenure at Oakmont Corporation. Prior to that, he was employed at Deutsche Bank Securities Inc. Citigroup Global Markets Inc. 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 and security pricing, swap dealer and futures commission merchant registrations, and bespoke solutions for very large client relationships.
Frederick J
Series 63, Series 65
Beverly Hills, CA
Citigroup Global Markets
Frederick Johnston is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Caleb and Brown Ltd, Fidelity Investments, and JPMorgan Chase & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm operates with institutional scale and provides specialized roles such as security-based swap dealing and futures commission merchant services.
John T
Series 66
Beverly Hills, CA
Citigroup Global Markets
John Tijerino is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation. His prior work experience includes roles at Bank of America, Merrill, and previous tenures at Citigroup. 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 provides a broad range of advisory programs, execution and custody services, and operates with a combination of large institutional scale and specialized market roles.
Mia T
Series 66
Beverly Hills, CA
Citigroup Global Markets
Mia Terzic is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her work history includes roles at Citi Bank and OneSignal, and she completed her education at the University of California, Berkeley. 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 and operates with institutional scale alongside specialized market roles such as swap dealing and futures commission merchant activities.
Masa S
Series 66
Beverly Hills, CA
Citigroup Global Markets
Masa Sekulic is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at Deutsche Bank Securities Inc and Db National Trust Company from 2011 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and derivatives services.
Robert B
CFA®, Series 63
Beverly Hills, CA
Citigroup Global Markets
Robert Baron is a CFA® charterholder with 27 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2018. Prior to that, he held positions at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank, NA. 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 swap dealer and futures commission merchant activities, and offers a broad range of advisory and execution services.
Sarah Penelope G
Series 66
Beverly Hills, CA
Citigroup Global Markets
Sarah Penelope Grant is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.
Douglas S
Series 63, Series 66
Beverly Hills, CA
Citigroup Global Markets
Douglas Scotti is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2007. Outside of his advisory role, he manages Scotti's Original Springs, LLC, a business involved in trademark management. 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 and maintains large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.
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.
Maher T
Series 63, Series 66
Beverly Hills, CA
Citigroup Global Markets
Maher Tayara is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Inc. since 2022, following six years at JP Morgan Chase Bank and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across a range of 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, supported by internal standards and oversight committees to select and monitor managers.
Jessica G
Series 66, Series 63
Beverly Hills, CA
Citigroup Global Markets
Jessica Gonzalez Crisci is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Citi Group since 2023, following seven years at HSBC Bank USA and HSBC Securities (USA) Inc. in various advisory roles. Citigroup Global Markets serves individual and institutional clients across multiple 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 operating as a security-based swap dealer and futures commission merchant.
Denise Y
Series 66
Beverly Hills, CA
Citigroup Global Markets
Denise Yi is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She has been with Citigroup Global Markets and Citibank, N.A. since 2012. Outside of her advisory work, she is affiliated with JKDY Investments LLC, which operates restaurants in Los Angeles. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth 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, combining large institutional capabilities with specialized market roles.
Quinn B
Series 66
Beverly Hills, CA
Citigroup Global Markets
Quinn Boortz is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup in 2022, Boortz worked at CBRE Investment Management, Starwood Capital Group, and Ernst & Young. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing 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, derivatives services, and bespoke solutions for high-net-worth clients.
Hasan S
Series 66
Beverly Hills, CA
Citigroup Global Markets
Hasan Shirazi is a financial advisor at Citigroup Global Markets with 27 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 various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.
Imran F
CFP®, Series 63, Series 65
Beverly Hills, CA
Citigroup Global Markets
Imran Faruqui is a CFP® professional affiliated with Citigroup Global Markets, with 11 years of experience in the financial industry. His career includes roles at Wells Fargo and JPMorgan prior to 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.
Juan J
Series 66
Beverly Hills, CA
Citigroup Global Markets
Juan Jimenez Hernandez is a Series 66-licensed advisor with Citigroup Global Markets, where he has worked since 2015. He is based in Beverly Hills, CA, and has multiple years of experience within the firm’s enterprise platform. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by internal oversight and a broad range of investment options.
Albina H
Series 63, Series 66
Beverly Hills, CA
Citigroup Global Markets
Albina Hinrichsen is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TIAA and Wells Fargo. 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 operates with a combination of large institutional scale and unique market roles, including in-house research and execution capabilities.
Eda H
Series 66
Beverly Hills, CA
Citigroup Global Markets
Eda Hong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and beginning her career in 2024. She has been with Citigroup in multiple periods since 2024, with prior gaps in employment. 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 combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.
Nicholas B
Series 63, Series 66
Beverly Hills, CA
Citigroup Global Markets
Nicholas Benedetto is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has four years of industry experience, including prior roles at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and JPMorgan Chase Bank N.A. Outside of finance, his work history includes positions in the automotive and veterinary sectors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm’s approach includes discretionary and non-discretionary multi-manager strategies, supported by in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.
Bradford P
Series 63, Series 66
Beverly Hills, CA
Citigroup Global Markets
Bradford Pollard is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Pollard is involved in the wind-down process of the Wayne J. Pollard Insurance Agency, Inc., serving as CEO, CFO, and Secretary in his role as trustee of his late father’s estate. 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 in-house research capabilities and unique market roles, providing a broad set of advisory, execution, and custody services.
Sefora A
Series 66
Beverly Hills, CA
Citigroup Global Markets
Sefora Angeles is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has seven years of industry experience and has been with Citigroup since 2016. Based in Beverly Hills, CA, Angeles works within a large enterprise firm known for serving individual and institutional clients across various wealth segments. Citigroup Global Markets offers a range of investment advisory programs and broker-dealer services, specializing in multi-asset, multi-manager strategies through both discretionary and non-discretionary programs. The firm supports high-net-worth and ultra-high-net-worth clients with bespoke discretionary solutions and maintains substantial in-house research and market roles.
Anh Hong N
CFP®, Series 63
Beverly Hills, CA
Citigroup Global Markets
Anh Hong Nguyen is a CFP® with five years of industry experience currently working at Citigroup Global Markets. Prior to joining Citi, Nguyen held roles at Axxes Capital, Los Angeles Fire Police & Pension, and Camden Capital, LLC. Outside of his advisory career, he has experience in homemaking. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and unique market roles.
Andrea R
Series 66
Beverly Hills, CA
Citigroup Global Markets
Andrea Rossato is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has been with Citigroup Global Markets and CITI Private Bank since 2010. Outside of his advisory role, he manages a rental property in Los Angeles. 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 with internal oversight and manages both discretionary and non-discretionary portfolios, supporting large institutional clients with distinctive market roles and arrangements.
Hubert N
Series 63, Series 66
Beverly Hills, CA
Citigroup Global Markets
Hubert Nhan is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2021, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2012 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies supported by internal oversight and provides both discretionary and non-discretionary solutions.
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