Ana Matia

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 04/2019
  Genspring
  Miami, FL
• 01/2014 → 09/2017
  Pool Fashion Usa
  Miami, FL
• 04/2019 → 09/2023
  Suntrust Bank
  Miami, FL
• 04/2019 → 09/2023
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 04/2019 → 09/2023
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 10/2023 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2019-11-21 → 2023-10-10
  Truist Advisory Services, Inc.
  Miami, FL
  Coral Gables, FL

Other Businesses

Owner of 2.3% of pool fashion LLC. The LLC is inactive now and in the process of liquidation. Pool used to import high end European designer clothes and sell them in the US market.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-30

Other Names

• Ana Matia Escribano
• Ana M Escribano