Jacksonville, FL Citi Cards Way 03 Office

Nathanael Mueller is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Fidelity Investments and has a diverse background including roles outside finance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment programs and execution services. The firm employs internal standards and oversight committees to manage a range of investment products and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Ryan Santiago is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Citigroup in 2024, he worked at Fidelity Investments for one year. His background includes diverse roles outside finance, such as positions at Books-A-Million and Valkyrie Designs. 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 employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and unique market roles.

Mainul Hassan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC prior to joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Wesley Skarpness is a financial advisor at Citigroup Global Markets with three years of industry experience. He has been with Citigroup since 2005. He holds the Series 66 designation and is based in Jacksonville, FL. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and manages complex arrangements including derivatives and futures services.

Derek Beirne is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services and Plaza Home Mortgage. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Laura Mcgowan is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2023, following 12 years at Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains distinctive market roles including acting as a swap dealer and futures commission merchant.

Jeffrey Rait is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds a Series 66 designation and previously worked at Deutsche Bank Securities and Merrill. 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 employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including research, security pricing, and derivatives services.

Tasha Mcnealy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing five years of industry experience. Her prior work includes roles at Merrill, Florida State Community College Jacksonville, and GE Capital Finance. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments with multi-asset, multi-manager investment strategies implemented through discretionary and non-discretionary programs. The firm offers broad advisory programs, execution and custody services, and maintains unique market roles such as swap dealer and futures commission merchant.

Adrian Ferrero Asensio is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Enterprise Bank & Trust, Citizens Bank, and Amazon.com. Outside of his advisory role, he owns and operates Barbudo’s Pro Detailing LLC, a vehicle detailing business, and works as a food delivery driver for UberEats. Citigroup Global Markets serves individual and institutional clients across various 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, including in-house research, swap dealer and futures commission merchant operations, and collaboration with external managers and technology providers.

Robert Bryan is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2021, following an 11-year tenure at Bank of America, N.A. 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 specialized market roles, including derivatives and futures services, and implements investment strategies through both discretionary and non-discretionary platforms.

Vicheth Chhay is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked with Citigroup Global Markets since 2023 and previously was employed at Bank of America and Merrill Lynch from 2012 to 2021. Between 2021 and 2023, he took time away from the industry as a homemaker. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and provides a range of investment products including separately managed accounts, mutual funds, ETFs, and alternative investments.

Jason Kozoloski is a financial advisor at Citigroup Global Markets with a Series 66 credential and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, and Fidelity Investments. Outside of his advisory work, he also works as a delivery driver for Door Dash. 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 implements multi-asset, multi-manager strategies and maintains significant institutional capabilities including in-house research, derivative services, and bespoke solutions for large relationships.

Nelson Hernandez is a financial advisor with Citigroup Global Markets, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He serves on the Board of Directors for the First Coast Hispanic Chamber of Commerce, focusing on membership and event support. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services.

Ryan Mc Caffery is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and four years of industry experience. He has worked at Citigroup since 2021 and previously spent time at Equitable Advisors and Florida State University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary programs.

Darwin Torres is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and Equitrade, as well as academic involvement with the University of North Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.