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Hui Chen C

Series 66

Cupertino, CA

Citigroup Global Markets

Hui Chen Chen is a financial advisor at Citigroup Global Markets with 23 years of industry experience and a Series 66 designation. She has worked at Citigroup Global Markets since 2021 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors from 2012 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, 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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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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