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Katherine T Calvo Espinoza

Citigroup Global Markets Inc.

New York, NY

Brooklyn, NY

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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 2022-07-12
  • NY RA
    APPROVED
    Since 2022-07-12

Branch Locations

Citi Private Bank 388 Greenwich Street, 30Th Floor, New York, NY 10013 • United States

Brooklyn, NY • 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
Nylife Securities, Llc New York NY 01/2020 04/2022
New York Life Insurance Company New York NY 04/2019 04/2022
City College Of New York New York NY 01/2016 09/2018
Katrina Mc Namee New York NY 11/2013 06/2019
Citi Group New York NY 04/2022 Present
  • 01/2020 → 04/2022
    Nylife Securities, Llc
    New York, NY
  • 04/2019 → 04/2022
    New York Life Insurance Company
    New York, NY
  • 01/2016 → 09/2018
    City College Of New York
    New York, NY
  • 11/2013 → 06/2019
    Katrina Mc Namee
    New York, NY
  • 04/2022 → Present
    Citi Group
    New York, NY
Previous Registrations
  • 2022-07-12 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
    New York, NY
    New York, NY
    Brooklyn, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-12
S63 Uniform Securities Agent State Law Examination 2021-12-29
  • S65 Uniform Investment Adviser Law Examination
    2022-07-12
  • S63 Uniform Securities Agent State Law Examination
    2021-12-29
Other Names
  • Katherine T Calvo
  • Katherine Espinoza
  • Katherine Tatiana Calvo
  • Katherine T Calvo Espinoza
  • Katherine Calvo Espinoza

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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