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Martin G

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Martin Galvez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

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

Series 66, Series 63

Miami, FL

Citigroup Global Markets

Daniel Li is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs with both discretionary and non-discretionary options, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique 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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Paulo B

Series 66

Miami, FL

Citigroup Global Markets

Paulo Bettega is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Morgan Stanley, HSBC, and Wells Fargo Clearing. Outside of his advisory roles, he has been involved with Hollywood FC and Sportunity Soccer Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering 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, supported by internal oversight and research capabilities.

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

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Diana Alvarez is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Merrill and Wells Fargo Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides discretionary and non-discretionary portfolio management, including access to alternative investments and digital-asset products.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

William Rivas is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles.

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

Series 66, Series 63

Miami, FL

Citigroup Global Markets

Nicole Sinanan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 66 and Series 63 credentials and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including high-net-worth and ultra-high-net-worth individuals. The firm offers a broad range of investment advisory programs and execution services, 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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Maria L

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Maria Largaespada is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 63 and Series 66 securities licenses and has worked at various divisions within Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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

Series 65, Series 63

Miami, FL

Citigroup Global Markets

Luis Rodriguez is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including JPMorgan Chase, Bank of America, and Wells Fargo before joining Citigroup in 2025. 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 utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, combining large institutional scale with unique market roles.

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

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Karina Kanakina is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. She has seven years of industry experience, with prior roles at Wells Fargo, Spencer Winston Securities, and BioDEX of Evome Medical Technologies. In addition to her advisory work, she manages short-term rental properties for Florida Best Realty Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, derivatives and futures services, and bespoke solutions for high-net-worth clients.

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

Series 65, Series 63, Series 66

Miami, FL

Citigroup Global Markets

Pamela Joo is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 65, Series 63, and Series 66 credentials and has been with Citigroup since 2007. Outside of her advisory role, she assists her mother in managing a property in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains extensive internal research and operational capabilities, supporting both discretionary and non-discretionary investment solutions.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Paul Perez is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes positions at Merrill Lynch, Morgan Stanley, EFG Capital International Corp, and previous tenure at Citigroup. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and brokerage services with multi-asset, multi-manager strategies supported by internal standards and oversight committees.

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

Series 65, Series 63

Miami, FL

Citigroup Global Markets

Aracelly Cruz is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and four years of industry experience. She previously worked at Wells Fargo Advisors LLC for six years and has been with Citibank since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs 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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Andrea O

Series 66

Miami, FL

Citigroup Global Markets

Andrea Ortiz is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 designation and has worked at Citibank NA since 2018. Prior to that, she was employed at Apple Inc. from 2014 to 2018. 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 both discretionary and non-discretionary approaches, supported by internal oversight and extensive in-house research capabilities.

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

Series 66

Miami, FL

Citigroup Global Markets

Marcel Diaz is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at PNC Investments, J.P. Morgan Securities, and Massachusetts Mutual Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various segments including workplace, high-net-worth, and ultra-high-net-worth, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating 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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Hazel A

Series 66

Miami, FL

Citigroup Global Markets

Hazel Aguilar is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 credential and 5 years of industry experience. She has been with Citigroup since 2015. Outside of her advisory role, she works part-time as a driver for Uber and Uber Eats on weekends. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies with oversight committees and internal standards, and it operates with a combination of large institutional scale and unique market roles.

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

Series 66

Miami, FL

Citigroup Global Markets

Michael Montes De Oca is a financial advisor at Citigroup Global Markets with one year of industry experience and holds the Series 66 designation. He has worked at Citibank N.A. since 2010. 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 internal standards and oversight committees to select and monitor managers, and it 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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Sandra M

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Sandra Mahecha is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Citigroup since 2019 and held various roles at HSBC Bank USA and HSBC Securities since 2015. Citigroup Global Markets serves individual and institutional clients across multiple 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 maintains unique market roles, including functioning 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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Francisco P

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Francisco Pages is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 designations and possessing 25 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 investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations 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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