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Sean H

Series 63, Series 66

Newbury Park, CA

Citigroup Global Markets

Sean Haney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor investment managers.

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

Series 65, Series 66

Newbury Park, CA

Citigroup Global Markets

Marc Giamo is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup since 2018, following six years at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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, 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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Dennis S

Series 66

Newbury Park, CA

Citigroup Global Markets

Dennis Salem is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2012. He is based in Newbury Park, CA. Citigroup Global Markets serves individual and institutional clients across various 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 discretionary and non-discretionary programs, combining large institutional scale with unique market roles including in-house research and futures commission merchant operations.

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