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Mona A
Series 66
Calabasas, CA
Citigroup Global Markets
Mona Arabshahi is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at U.S. Bancorp Investments, U.S. Bank, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight processes, combining large institutional scale with specialized market roles.
Ron H
Series 63, Series 66
Calabasas, CA
Citigroup Global Markets
Ron Hertzberg is a financial advisor with Citigroup Global Markets holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at JP Morgan Securities and Merrill before joining Citigroup in 2017. Outside of his advisory role, he is the owner and CEO of RH15 Enterprises, LLC, a business involved in buying and selling sports memorabilia. 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 with both discretionary and non-discretionary options, supported by extensive internal research and compliance structures.
Justin K
Series 66
Calabasas, CA
Citigroup Global Markets
Justin Koroyan is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JP Morgan Chase Bank, City National Securities, and HSBC. 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 operates with large institutional scale, including in-house research and unique market roles.
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