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Leah M

Series 66

Simi Valley, CA

Citigroup Global Markets

Leah Melendez is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 15 years. 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 employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and a large institutional platform.

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

Series 63, Series 66

Simi Valley, CA

Citigroup Global Markets

Mohamad Al Jamal is a financial advisor at Citigroup Global Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup Global Markets and its predecessor Citicorp Investment Services since 2004. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

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

Series 63, Series 66

Simi Valley, CA

Citigroup Global Markets

Victoria Frazier is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and over 25 years of industry experience. She worked at Merrill for 20 years before joining Citigroup in 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

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

Series 66

Simi Valley, CA

Citigroup Global Markets

Ana Viramontes is a financial advisor at Citigroup Global Markets with two years of industry experience. She has been with Citibank since 2014. Ana holds a Series 66 designation and is based in Simi Valley, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting customized solutions for high-net-worth and institutional clients.

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