Jersey City, NJ Citi Wealth Management, Supervision Office

Dominick Angione Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Sofia Taveras is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citibank since 2012. 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 and operates with large institutional scale, including in-house research and unique market roles.

Michael Simon is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. 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 through discretionary and non-discretionary programs and manages complex market roles including swap dealer and futures commission merchant activities.

Soulemane Bagayoko is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Credit Suisse Securities, UBS Securities, and Wells Fargo Clearing. His career also includes a position at Uber prior to entering the financial sector. 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 and maintains unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Andreas Kokkinos is a financial advisor with Citigroup Global Markets holding Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Citigroup Global Markets since 2014, with a brief period of unemployment from 2019 to 2020. He has an affiliation as a life insurance agent with a Mass Mutual Insurance Agency but has not actively pursued this role beyond personal and family-related cases. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, custody services, and derivatives trading. The firm combines large institutional scale with in-house research, swap dealer activities, and bespoke discretionary solutions for very large clients.

Peter Klock is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Raymond James and Wells Fargo. Outside of his advisory role, he is involved in a military-related business. 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 and leverages its institutional scale and specialized market roles to provide tailored investment solutions.

Brian Sullivan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients, 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 in-house research and derivatives services.

Daniel Room is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary portfolio solutions.

Samuel Choi is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He previously worked at Prudential Financial from 2018 to 2021 and has been with Citigroup Inc. since 2015. 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 discretionary and non-discretionary programs, supported by internal standards and oversight committees, and maintains roles as a swap dealer and futures commission merchant.

Christopher Byrne is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds the Series 63 and Series 65 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, execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.