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Lucette C
Series 66
Brooklyn, NY
Citigroup Global Markets
Lucette Calas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021 before joining Citigroup in 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 employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.
Lily T
Series 66
Brooklyn, NY
Citigroup Global Markets
Lily Tanzil Onne is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2015, having worked previously at Merrill since 2005. 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 combines large institutional scale with unique market roles and arrangements.
Sergiy M
Series 63, Series 65
Brooklyn, NY
Citigroup Global Markets
Sergiy Mizevych is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. 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 in-house research and risk management capabilities, operating at a large institutional scale with specialized market roles.
Karina Elizabeth M
Series 63, Series 65
Brooklyn, NY
Citigroup Global Markets
Karina Elizabeth Morales Medina is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016, with a brief period supporting the US Army in an HR capacity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services, with a notable combination of large institutional scale and specialized market roles.
Mariano P
Series 63, Series 65
Brooklyn, NY
Citigroup Global Markets
Mariano Pinto is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved with the Disney Store in Brooklyn, NY, working in cash room and sales audit functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.
Matthew S
Series 63, Series 66
Brooklyn, NY
Citigroup Global Markets
Matthew Sanders is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup in various roles since 2007, including a brief period of unemployment in 2017. Citigroup Global Markets 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 and maintains significant institutional capabilities, including in-house research and market roles such as swap dealer and futures commission merchant.
Benjamin Z
Series 66
Brooklyn, NY
Citigroup Global Markets
Benjamin Zeller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at institutions including Instituto Tecnológico Autónomo de México, Praescient Analytics, and Vianovo Consulting. He was also affiliated with Georgetown University and Saint Mary's Hall earlier in his career. 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 integrates internal standards and oversight committees in its manager selection and monitoring processes, and operates with a combination of large institutional scale and specialized market roles.
Tuo M
Series 63, Series 66
Brooklyn, NY
Citigroup Global Markets
Tuo Mei is a financial advisor at Citigroup Global Markets with 21 years of industry experience. Their background includes roles at HSBC Securities, TIAA-CREF, Raymond James Financial Services, and the United Nations Federal Credit Union Advisors. They hold Series 63 and Series 66 registrations and are based in Brooklyn, NY. 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 execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight, and has unique market roles including acting as a swap dealer and futures commission merchant.
Lisena G
Series 66
Brooklyn, NY
Citigroup Global Markets
Lisena Gocaj is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has worked at Citigroup since 2022 and previously held positions at Capital One and JPMorgan Chase. 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.
Lisandro E
Series 66
Brooklyn, NY
Citigroup Global Markets
Lisandro Enferri is a financial advisor with Citigroup Global Markets in Brooklyn, NY, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers diverse investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including roles as a swap dealer and futures commission merchant.
Utkur Z
CFA®, Series 63, Series 66
Brooklyn, NY
Citigroup Global Markets
Utkur Zubaydullaev is a CFA® charterholder with seven years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022 and previously held roles within the organization from 2010 to 2013 and 2015 to 2017. Prior to his current tenure, he was self-employed and also involved with EXTENDED Travel. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal oversight and a broad selection of investment vehicles.
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.
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.
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.
Blanca H
Series 66
Brooklyn, NY
Citigroup Global Markets
Blanca Herreros De Tejada Lobo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at Santander CIB and The Data Science Institute at Columbia University. 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 maintains in-house research and operates unique market roles, including derivatives and futures services, distinguishing it from typical advisory firms.
James T
Series 63, Series 65
Brooklyn, NY
Citigroup Global Markets
James Tindall is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities LLC, Edward Jones, Massachusetts Mutual Life Insurance Co, and Morgan Stanley. 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 implements multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and swap dealer operations.
Koel J
Series 66
Brooklyn, NY
Citigroup Global Markets
Koel Johnson is a Series 66-registered financial advisor with Citigroup Global Markets, based in Brooklyn, NY, and has two years of industry experience. Prior to joining Citi, Koel worked in education for eight years and has held academic positions at Florida A&M University and Tallahassee Community College. Koel is also the founder and president of the Hazel Foundation Inc., a nonprofit organization focused on fundraising and supporting students in need. Citigroup Global Markets 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 arrangements.
Rebecca B
Series 66
Brooklyn, NY
Citigroup Global Markets
Rebecca Bisrat is a financial advisor at Citigroup Global Markets with a Series 66 credential and less than one year of industry experience. Her prior roles include positions at NielsenIQ and involvement with nonprofit organizations such as the United African Organization and the African Advocacy Network. She has academic experience from the University of Chicago. Citigroup Global Markets serves individual and institutional clients across various wealth and workplace segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains roles such as swap dealer and futures commission merchant.
Seondre S
Series 66
Brooklyn, NY
Citigroup Global Markets
Seondre Stell Carolina is a Series 66 licensed financial advisor at Citigroup Global Markets with seven years of industry experience. His career includes multiple roles at Citigroup beginning in 2018, as well as prior work at Deloitte and Ithaca College. Outside of his advisory role, he is involved in real estate investing through ownership and membership in two LLCs focusing on single-family and multi-family properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and provides both discretionary and non-discretionary investment solutions.
Maynor L
Series 66
Brooklyn, NY
Citigroup Global Markets
Maynor Loaisiga Bojorge is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Private Bank. His background includes several roles connected to Bowdoin College and legislative work in the U.S. House of Representatives. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diverse investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.
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