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Dana Helen Matuozzi

Citigroup Global Markets Inc.

New York, NY

Los Angeles, CA

Summit, NJ

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Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-12
  • NY RA
    APPROVED
    Since 2026-01-12

Branch Locations

Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States

Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States

Summit, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blackrock New York NY 07/2017 11/2025
Blackrock Investments, Llc New York NY 07/2017 11/2025
Wake Forest University Winston-Salem NC 08/2013 05/2017
Umemployed Basking Ridge NJ 05/2017 07/2017
Citigroup New York NY 11/2025 Present
  • 07/2017 → 11/2025
    Blackrock
    New York, NY
  • 07/2017 → 11/2025
    Blackrock Investments, Llc
    New York, NY
  • 08/2013 → 05/2017
    Wake Forest University
    Winston-Salem, NC
  • 05/2017 → 07/2017
    Umemployed
    Basking Ridge, NJ
  • 11/2025 → Present
    Citigroup
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2017-12-14
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2017-12-14
Designations
Other Names
  • Dana Matuozzi

View on SEC IAPD

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