Washington, DC Cwm Retail, Sales 5700 Connecticut Ave NW Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

3

Of 2,414 advisors across 526 offices

Location

Cwm Retail, Sales, 5700 Connecticut Ave NW

Washington DC 20015

Advisors at this office

3

Advisors at this office

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Phyllis A

Series 63, Series 66

Washington, DC

Citigroup Global Markets

Phyllis Afriyie is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is the owner of Prime Textile Group LLC, a dry cleaning business based in Rockville, MD. 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 specialized market roles, including in-house research and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Timothy T

Series 63, Series 65

Washington, DC

Citigroup Global Markets

Timothy Trimble Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Edilawit T

Series 63, Series 66

Washington, DC

Citigroup Global Markets

Edilawit Tesfaye is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including CitiBank, Charles Schwab Bank, SunTrust Bank, and Greystar. Tesfaye is based in Washington, DC. 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. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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