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Khine Khant Z

Series 63, Series 65

New York, NY

Citigroup Global Markets

Khine Khant Zaw is a financial advisor at Citigroup Global Markets based in New York, NY, holding Series 63 and Series 65 licenses. He has been with Citigroup since 2026 and previously held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citibank, and Network Capital Funding Corporation. Khant Zaw has no prior industry experience before 2022. Citigroup Global Markets Inc. 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 and maintains distinctive institutional capabilities, including in-house research 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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Saumya D

Series 63, Series 66

New York, NY

Citigroup Global Markets

Saumya Daniel is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2012. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its 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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Rustam N

Series 65, Series 63

New York, NY

Citigroup Global Markets

Rustam Nazirbaev is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Citigroup since 2021 and previously spent six years at Cushman & Wakefield. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique 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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Louis C

Series 65, Series 63

New York, NY

Citigroup Global Markets

Louis Cafiero is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several notable firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Citi Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies within both discretionary and non-discretionary programs and operates with a scale and market role that includes in-house research, swap dealer activities, and specialized lending solutions.

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

Series 66

New York, NY

Citigroup Global Markets

Vance Kottler is a financial advisor at Citigroup Global Markets with seven years of industry experience and holds a Series 66 designation. His career includes roles at Santander Securities and Axa Advisors, as well as a position at The Children's Asthma and Breathing Center prior to his work in finance. 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 combines large institutional scale with distinctive market roles, including futures commission merchant and swap dealer activities.

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