Sheri Pak is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2022, following seven years at HSBC Securities (USA) Inc. She is based in New York, NY. 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 with internal oversight and has notable in-house research capabilities and market roles, including acting as a swap dealer and futures commission merchant.

Sean Klag is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has prior work history including positions at Bank of America and Citibank, as well as teaching roles at Rutgers Business School and Brookdale Community College. Outside of finance, Sean has experience in the food service industry, including management roles at Enzos Pizzeria and The Mug Rack. 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 maintains unique market roles such as operating as a swap dealer and futures commission merchant, supporting large-scale and complex client relationships.