Jennifer Irving is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and broker-dealer execution and custody services, employing multi-asset, multi-manager strategies overseen by internal standards and committees.

Ariel Faz is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at CPWM and Citibank between 2016 and the present. 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 unique market roles, such as operating as a swap dealer and futures commission merchant, while delivering bespoke solutions for very large relationships.

Holvyn Montalvo is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2019, following five years at JP Morgan Securities LLC. 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 using both discretionary and non-discretionary programs and maintains in-house research and execution capabilities.

Aleksandra Vargas is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 66 designation and has worked at Citi Group since 2018, with prior roles at Frost Investment Services, Frost Brokerage Services, Inc., and JPMorgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Mario Moreno is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. Prior to that, he held roles at SWBC Investment Company and SWBC Investment Services, LLC from 2019 to 2022, and worked at Enterprise Holdings LLC from 2014 to 2018. 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 through both discretionary and non-discretionary programs, supporting a broad client base from workplace to ultra-high-net-worth individuals.

Olutayo Sobamowo is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Citigroup Global Markets in 2023, he worked at Wells Fargo for five years and Covenant Health System for one year. Outside of his advisory role, he provides home care assistance to elderly clients through Alegria Primary Home Care Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and operates at a large institutional scale with distinctive market roles such as swap dealing and futures commission merchant services.

Victoria Franco is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 licenses and two years of industry experience. She has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with thorough manager selection and oversight, supporting both discretionary and non-discretionary accounts.

Guillermo Sauceda is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Susan Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 23 years of industry experience. Her prior work includes roles at Fidelity Investments, Bank of America, Merrill, Victory Capital Management, and Advisors Asset Management. She serves as an adult leader, treasurer, and committee member for a local Boy Scouts of America troop. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Michael Moss is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs with discretionary and non-discretionary options, supported by internal standards and oversight committees. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing, and provides a range of services such as lending secured by advisory assets and bespoke discretionary solutions for very large clients.

Josue Vargas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Citibank since 2014. 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 institutional scale with specialized market roles including swap dealing and futures commission merchant activities.

Christopher Bernard is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase Securities LLC from 2015 to 2017 before joining Citigroup Global Markets in 2017. He is based in San Antonio, TX. 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 through discretionary and non-discretionary programs and operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.

Tracey Dausin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Citigroup Global Markets since 2007. Her other business activities include receiving insurance renewal commissions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 operates with significant institutional scale and unique market roles.

Deann Trees is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Citigroup Global Markets since 2002. Outside of her advisory role, she sells diet supplements through a direct-selling business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant services.

Juan Castillo is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2017, following a one-year sabbatical. Based in San Antonio, TX, Castillo’s career includes a notable tenure at a major enterprise firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

Sitsofe Amesawu is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 65 and Series 63 credentials and 10 years of industry experience. She has been with Citigroup since 2014. Outside of her advisory role, Amesawu works as a delivery driver for DoorDash and participates in secret shopper assignments. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains extensive in-house research and market roles.

Robert Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant scale and distinctive market roles.

Alejandro Gonzalez is a financial advisor with Citigroup Global Markets holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Citibank since 2020, following roles at Conns Home Plus, Sames Ford, and Compass Bank. Outside of his advisory work, he is employed as a retail sales associate at a consumer electronics store. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary multi-asset strategies. The firm combines large institutional scale with in-house research and specialized market roles, providing services such as broker-dealer execution, custody, and derivatives trading.

Josalyn Madrigal is a financial advisor at Citigroup Global Markets with 9 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and offers solutions for a diverse client base, including high-net-worth and ultra-high-net-worth individuals.

Avery Barrientez is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has been with Citigroup since 2016 and previously worked at Macy’s from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with unique market roles and arrangements.