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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 2024-11-28
  • NY RA
    APPROVED
    Since 2024-11-28

Branch Locations

Citi Wealth Management, Private Bank Sales 388 Greenwich St., Fl 31, New York, NY 10013 • United States

Saddle River, NJ • United States

Saddle River, 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
Rockefeller Capital Management New York NY 07/2017 08/2018
Citigroup New York NY 08/2018 11/2024
Citigroup New York NY 11/2024 Present
Villanova University Villanova PA 08/2013 05/2017
  • 07/2017 → 08/2018
    Rockefeller Capital Management
    New York, NY
  • 08/2018 → 11/2024
    Citigroup
    New York, NY
  • 11/2024 → Present
    Citigroup
    New York, NY
  • 08/2013 → 05/2017
    Villanova University
    Villanova, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
  • S66 Uniform Combined State Law Examination
    2024-05-24

View on SEC IAPD

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