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Dionisio C

Series 63, Series 65

Key Biscayne, FL

Citigroup Global Markets

Dionisio Chamorro is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and is notable for its large institutional scale and roles as a swap dealer and futures commission merchant.

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

Series 63, Series 66

Key Biscayne, FL

Citigroup Global Markets

Enrique Olavarria is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He 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, including multi-asset, multi-manager strategies with both discretionary and non-discretionary options. The firm is notable for its scale, in-house research, unique market roles, and specialized solutions for large client relationships.

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

Series 66

Key Biscayne, FL

Citigroup Global Markets

Daniel Olavarria is a financial advisor with Citigroup Global Markets in Key Biscayne, FL. He holds a Series 66 designation and joined Citi Bank in 2025. Prior to this, he worked in educational roles at the University of Florida, Santa Fe College, and MAST Academy. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with distinctive 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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