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Brian S

Series 63, Series 65

Fort Lee, NJ

Citigroup Global Markets

Brian Sodol is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. 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 and maintains significant institutional capabilities, including in-house research and specialized market roles.

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

Series 63, Series 65, Series 66

Fort Lee, NJ

Citigroup Global Markets

Suhwan Jeong is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Jeong has worked at Citigroup since 2015 and has prior experience with Park Avenue Securities and Guardian Life Insurance. 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 swap dealer and futures commission merchant operations.

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