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Vladimir V

Series 63, Series 66

New York, NY

Citigroup Global Markets

Vladimir Villa is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo in various roles as well as at Properties of the Villages. His background includes experience in both banking and investment clearing. 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 is notable for its large institutional scale and unique market roles, including in-house research and derivatives trading.

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

Series 65, Series 63

New York, NY

Citigroup Global Markets

Khine Khant Zaw is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Citigroup in 2026, Khant Zaw held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citibank, and Network Capital Funding Corporation. 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 large institutional scale alongside distinctive 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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Jeames C

Series 63, Series 65

New York, NY

Citigroup Global Markets

Jeames Castillo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Citigroup since 2018 and previously held roles at HSBC Securities USA Inc., HSBC Bank USA National Association, and JP Morgan. 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 operates with in-house research and specialized market roles uncommon among peers.

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

Series 66

New York, NY

Citigroup Global Markets

Aroldo Balbino is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS and UCAP Asset Management. Outside of finance, he has provided taxi services as an Uber driver. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers 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 approaches and maintains distinct market roles, including swap dealer and futures commission merchant functions.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Alvaro Veloso Cabral is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2016. 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 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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