Citigroup Global Markets

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. 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 unique market roles, including swap dealer and futures commission merchant activities.

Michael Barrett is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Citigroup since 2018 and previously worked at Yelp from 2016 to 2020. 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 combines large institutional scale with specialized market roles and arrangements.

Daniel Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside unique market roles such as swap dealer and futures commission merchant.

Minh Leung is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Minh works closely with clients to understand their financial goals and develop strategies to pursue these objectives, covering areas such as investing, retirement planning, and unexpected savings. Minh also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Minh holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Minh earned a Bachelor's Degree from National Economics University and a Master of Business Administration (MBA) from the California State University System.

Sicong Ai is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 designations. His prior work experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, NYLIFE Securities LLC, Equitable Financial Life Insurance, and Equitable Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm uses multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivative trading.

Nathanael Mueller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments. Before entering the financial sector, he held roles at Chick-Fil-A, Nationwide Roofing, and in education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale alongside unique market roles such as a swap dealer and futures commission merchant.

Kelly Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. Her career includes prior roles at Merrill and UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across a wide range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Yolanda Santiago Irizarry is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles and commercial arrangements.

Anand Bhakta is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2015. Outside of his advisory work, he is the owner of KBAB LLC, a beer sales business based in San Antonio, TX. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jacqueline Fiata is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank, Park Avenue Securities, Guardian Life Insurance, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Brandon Mangan is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2025, he worked at Bank of America N.A. and Merrill from 2021 to 2024. He also has experience in education and collegiate athletics, having worked at Island Trees High School and Major League Lacrosse. 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 and maintains unique institutional capabilities, including in-house research, security pricing, and roles as a security-based swap dealer and futures commission merchant.

Celine Chen is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealer and futures commission merchant activities.

Michael Ducker is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Citigroup since 2005. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale alongside unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Lara Maria Pin Goncalves De Melo is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her previous roles include positions at Northwestern Mutual, Morgan Stanley Smith Barney LLC, and Citibank, N.A. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with broker-dealer execution and custody services. The firm is notable for its institutional scale and unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Ryan Santiago is a financial advisor with Citigroup Global Markets in Jacksonville, FL, holding Series 63 and Series 65 registrations and having two years of industry experience. His prior roles include positions at Fidelity Investments and various non-financial organizations. Citigroup Global Markets serves individual and institutional clients across multiple 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, leveraging internal standards and oversight committees to select and monitor managers.