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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 2024-11-07
  • NY RA
    APPROVED
    Since 2024-11-07

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

Stamford, CT • 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
Citigroup Stamford CT 10/2020 Present
N/A New York NY 06/2020 09/2020
Fiera Capital New York NY 08/2017 06/2020
Oppenheimer Asset Management New York NY 05/2013 07/2017
  • 10/2020 → Present
    Citigroup
    Stamford, CT
  • 06/2020 → 09/2020
    N/A
    New York, NY
  • 08/2017 → 06/2020
    Fiera Capital
    New York, NY
  • 05/2013 → 07/2017
    Oppenheimer Asset Management
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-30
  • S63 Uniform Securities Agent State Law Examination
    2021-01-30
Designations

View on SEC IAPD

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