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Derek M

Series 66

Miami, FL

Citigroup Global Markets

Derek Miranda is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His career includes multiple roles at Citigroup interspersed with positions at Rutgers University, Apple, and The Durst Organization. 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 employs multi-asset, multi-manager strategies and maintains institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

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

Series 63, Series 65, Series 66

Miami, FL

Citigroup Global Markets

Sergio Teijelo is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has been with Citigroup since 2010. He is also the registered agent of Villarbujan Holdings LLC. 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 with both discretionary and non-discretionary options and maintains unique institutional roles such as swap dealer and futures commission merchant.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Akira Kuwada is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Citigroup and Citibank since 2017. Outside of finance, Kuwada provides sport consulting services and works as a tennis and padel instructor through his own business. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies across discretionary and non-discretionary programs and maintains unique market roles such as swap dealing and futures commission merchant activities.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Roberta Defreitas is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and 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 broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

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

Series 66

Miami, FL

Citigroup Global Markets

Juan Arana Gallo is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Citigroup Global Markets in Miami, FL. He has been with Citigroup since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and operates at a large institutional scale with specialized market roles and arrangements.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Jorge Menendez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and internal standards to select and monitor managers, combining large institutional scale with specialized market roles.

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

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Oswaldo Medina 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 CitiBank since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including acting as a security-based swap dealer and futures commission merchant.

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

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Gabriel Ferra is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2008. Outside of his advisory role, he is involved in managing a rental property in Miami, FL. 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 combines large institutional scale with specialized market roles, including operating 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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Edward D

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Edward Dieguez is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citibank N.A. since 2018, following prior roles at Dieguez Financial Enterprises, Inc. and PNC Investments. He is based in Miami, FL. 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 and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

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

Series 66

Miami, FL

Citigroup Global Markets

Christie Bergamin is a financial advisor at Citigroup Global Markets with three years of industry experience. She has been with Citigroup since 2017, following a year at Citibank N.A. She holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad set of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor managers, combining large institutional scale with unique market roles and arrangements.

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

Series 63, Series 66, Series 65

Miami, FL

Citigroup Global Markets

Jorge Morasso is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include positions at Morgan Stanley and Amerant Investments. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains notable institutional scale with specialized market roles and arrangements.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Maria Cancel is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She has been with Citigroup since 2007 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves a range of individual and institutional clients across multiple wealth segments, offering investment advisory programs, execution, custody, and specialized derivatives and futures services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

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

Series 66

Miami, FL

Citigroup Global Markets

Patrick Rabenau is a financial advisor at Citigroup Global Markets with 10 years of industry experience and a Series 66 designation. He has been with Citigroup since 2011. 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 uses multi-asset, multi-manager strategies and operates with large institutional scale 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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Allan L

Series 66

Miami, FL

Citigroup Global Markets

Allan Leyva is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and previously worked at Florida International University, Lowe’s Company Inc., Miami Dade College, and Southwest Miami Senior High School. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with in-house research and operates in specialized market roles, such 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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Franklin R

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Franklin Ramirez is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 implements multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Edward Vizcaino is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a passive owner and manager partner of an asset protection and estate planning vehicle involved in real property. 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 and operates with a combination of large institutional scale and specialized market roles, including in-house research and execution capabilities.

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

CFP®, Series 66

Miami, FL

Citigroup Global Markets

Heather Serna is a CFP® with 14 years of industry experience, currently working at Citigroup Global Markets. She previously held positions at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and integrates both discretionary and non-discretionary programs, supporting exposure to traditional and alternative investment products.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Cindy Lopez is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and 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, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and distinctive market roles.

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

Series 66

Miami, FL

Citigroup Global Markets

Andy Porcel is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America from 2016 to 2018. Outside of his advisory role, he manages a rental property in Hialeah, Florida. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diverse investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, combining in-house research and unique market roles.

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

Series 66

Miami, FL

Citigroup Global Markets

Francisco Vergara Hermosilla is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at HSBC Bank USA, N.A. for five years before joining Citigroup in 2021. 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 through both discretionary and non-discretionary programs and maintains significant institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Roberto "Tucker" Lopez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Citigroup since 2017 and previously worked at SunTrust Investment Services, Inc. from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

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

Series 63, Series 65, Series 66

Miami, FL

Citigroup Global Markets

Lorena Heredia Caseres is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, combining large institutional scale with specialized market roles such as acting 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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Lilliam F

Series 66

Miami, FL

Citigroup Global Markets

Lilliam Fernandez is a financial advisor at Citigroup Global Markets with Series 66 credentials and five years of industry experience. She has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale and 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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Alejandro P

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Alejandro Pereiro is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2018, previously working at GL Figueredo Insurance Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by 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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Jericho B

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Jericho Borges is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. 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, providing both discretionary and non-discretionary portfolio management and alternative investment exposures.

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

Series 66

Miami, FL

Citigroup Global Markets

Oswaldo Caldera is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. He has been with Citibank since 2011, totaling 15 years at the firm. 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 through discretionary and non-discretionary programs and maintains in-house research and trading capabilities.

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