New York, NY Citi Retail Banking 171 East 72nd Street Office

Souman Das is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at Citigroup since 2023 and previously held roles at JPMorgan Chase Bank and JP Morgan Securities from 2016 to 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary platforms and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Clive Dixon is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2021, following five years at HSBC Bank USA, N.A. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.