Miami, FL Citi Wealth Management, Sales Office

Martin Galvez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Daniel Li is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Citigroup in 2025, Daniel worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for over a decade. 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 combines large institutional scale with a diverse set of market roles and proprietary research capabilities.

Paulo Bettega is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Morgan Stanley, HSBC, and Wells Fargo Clearing. Outside of his advisory roles, he has been involved with Hollywood FC and Sportunity Soccer Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Diana Alvarez is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Merrill and Wells Fargo Bank NA. 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 with internal oversight and provides discretionary and non-discretionary portfolio management, including access to alternative investments and digital-asset products.

William Rivas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. Outside of his advisory role, he co-manages rental property investments in Jamaica, NY. 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 maintains in-house research and execution capabilities, supporting complex and large-scale client solutions.

Nicole Sinanan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, brokerage 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.

Maria Largaespada is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 63 and Series 66 securities licenses and has worked at various divisions within Citigroup since 2006. 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Tiffany Garcia is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 66 designation and has worked for several notable firms, including J.P. Morgan Securities and TD Ameritrade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Luis Rodriguez is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase & Co., Bank of America NA, Wells Fargo Clearing, and Executive National Bank NA. He is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Karina Kanakina is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Cuatro Capital Securities LLC, BioDEX of Evome Medical Technologies, and Wells Fargo. Outside of finance, she manages short-term rental property operations through Florida Best Realty Inc. 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 maintains large institutional capabilities, including in-house research and specialized market roles.

Pamela Joo is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 65, Series 63, and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of advising, she assists her mother in managing a property in Florida. 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 with internal standards and oversight committees to select and monitor managers, combining large institutional scale with unique market roles.

Paul Perez is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes positions at Merrill Lynch, Morgan Stanley, EFG Capital International Corp, and previous tenure at Citigroup. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and brokerage services with multi-asset, multi-manager strategies supported by internal standards and oversight committees.

Aracelly Cruz is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and four years of industry experience. She previously worked at Wells Fargo Advisors LLC for six years and has been with Citibank since 2012. 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 utilizes multi-asset, multi-manager strategies with an emphasis on manager selection and oversight, supported by its in-house research and market roles.

Andrea Ortiz is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 designation and has worked at Citibank NA since 2018. Prior to that, she was employed at Apple Inc. from 2014 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal oversight and extensive in-house research capabilities.

Michael Montes De Oca is a financial advisor at Citigroup Global Markets with one year of industry experience and holds the Series 66 designation. He has worked at Citibank N.A. since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it operates at a large institutional scale with specialized market roles and arrangements.