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Alan Umansky

Citigroup Global Markets Inc.

New York, 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 2026-08-29
  • NY RA
    APPROVED
    Since 2026-08-29

Branch Locations

Citi Private Bank 388 Greenwich Street, Trading - 5Th 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
Correlation Ventures San Diego CA 05/2023 07/2023
Colrich San Diego CA 06/2024 08/2024
Sun Diego Boardshop San Diego CA 06/2021 08/2021
Francis Parker School San Diego CA 05/2016 06/2021
Extended Travel San Diego CA 09/2021 08/2022
Boston College Chestnut Hill MA 09/2022 05/2026
Citigroup New York NY 06/2025 08/2025
Citigroup Global Markets Inc. New York NY 07/2026 Present
Sm International Trading Corp Mexico City 09/2022 05/2026
  • 05/2023 → 07/2023
    Correlation Ventures
    San Diego, CA
  • 06/2024 → 08/2024
    Colrich
    San Diego, CA
  • 06/2021 → 08/2021
    Sun Diego Boardshop
    San Diego, CA
  • 05/2016 → 06/2021
    Francis Parker School
    San Diego, CA
  • 09/2021 → 08/2022
    Extended Travel
    San Diego, CA
  • 09/2022 → 05/2026
    Boston College
    Chestnut Hill, MA
  • 06/2025 → 08/2025
    Citigroup
    New York, NY
  • 07/2026 → Present
    Citigroup Global Markets Inc.
    New York, NY
  • 09/2022 → 05/2026
    Sm International Trading Corp
    Mexico City
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-29
  • S66 Uniform Combined State Law Examination
    2026-08-29

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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