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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 2025-08-30
  • NY RA
    APPROVED
    Since 2025-08-30

Branch Locations

New York, NY • United States

New York, NY • United States

Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • 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
Marriott International Inc. Bethesda MD 06/2022 08/2022
Verger Capital Management Winston-Salem NC 01/2023 05/2023
Marriott International Inc. Bethesda MD 06/2023 08/2023
Citigroup Inc. New York NY 06/2024 08/2024
Sidwell Friends School Washington DC 05/2015 06/2021
Wake Forest University Winston-Salem NC 08/2021 05/2025
Landon Summer Bethesda MD 06/2021 08/2021
Citigroup Inc. New York NY 07/2025 Present
  • 06/2022 → 08/2022
    Marriott International Inc.
    Bethesda, MD
  • 01/2023 → 05/2023
    Verger Capital Management
    Winston-Salem, NC
  • 06/2023 → 08/2023
    Marriott International Inc.
    Bethesda, MD
  • 06/2024 → 08/2024
    Citigroup Inc.
    New York, NY
  • 05/2015 → 06/2021
    Sidwell Friends School
    Washington, DC
  • 08/2021 → 05/2025
    Wake Forest University
    Winston-Salem, NC
  • 06/2021 → 08/2021
    Landon Summer
    Bethesda, MD
  • 07/2025 → Present
    Citigroup Inc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29

View on SEC IAPD

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