Mardochee D Email & Phone Number

Mardochee D

Investment Advisor at Citi | New York, New York, United States

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About Mardochee D

Mardochee D. currently serves as a seasoned Investment Advisor within Citi’s Wealth Management division, where he leverages over 12 years of expertise to deliver tailored investment strategies to high-net-worth clients. In this role, Mardochee plays a pivotal part in developing comprehensive financial plans that align with clients’ unique goals, risk tolerances, and market outlooks. His deep understanding of equities, equity derivatives, and quantitative methods enables him to craft innovative solutions that optimize portfolio performance and mitigate risk. Mardochee’s analytical acumen is complemented by his proficiency in financial research and corporate finance, ensuring that each recommendation is grounded in rigorous analysis and market insights.

Throughout his tenure at Citi, Mardochee has demonstrated a remarkable ability to acquire new business, successfully onboarding $95 million in fresh assets through persistent, knowledgeable communication and a consultative approach. He manages a robust portfolio of over 275 client relationships, overseeing a total market value of approximately $3.9 billion. His expertise in account management and project management ensures seamless service delivery, fostering long-term client loyalty and trust. As a CFA Candidate, Mardochee exemplifies a commitment to professional excellence, ethics, and continuous learning—traits that resonate in his strategic investment advice and client interactions. His skill set, which includes Series 7 and Series 31 licenses, further underscores his comprehensive understanding of securities and investment products, positioning him as a trusted advisor capable of navigating complex financial landscapes. Mardochee’s dedication to delivering customized, strategic investment solutions makes him a vital asset to Citi’s wealth management team and a reliable partner for clients seeking to grow and preserve their wealth.

Mardochee D Work
1 experience icon

Investment Advisor at Citi in November 2016 to Present

2 experience icon

Investment Analyst at Citi in July 2013 to November 2016

3 experience icon

Investment Advisory Group Consultant at Citi in March 2013 to June 2013

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Mardochee D Education

Binghamton University, Bachelor's degree

Mardochee D Skills

Investment Advisers Act

Sales Management

Build Strong Relationships

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About Mardochee D's Current Company
Frequently Asked Questions about Mardochee D

What is Mardochee D email address?

Email Mardochee D at [email protected] and [email protected]. This email is the most updated Mardochee D's email found in 2026.

How to contact Mardochee D?

To contact Mardochee D send an email to [email protected] or [email protected]. (updated on March 03, 2025)

What company does Mardochee D work for?

Mardochee D works for Citi

What is Mardochee D's role at Citi?

Mardochee D is Investment Advisor

What is Mardochee D's Phone Number?

Mardochee D's phone (212) ***-*316

What industry does Mardochee D work in?

Mardochee D works in the Financial Services industry.

Mardochee D Email Addresses

Email Mardochee D at [email protected] and [email protected]. This email is the most updated Mardochee D's email found in 2026.

Mardochee D Phone Numbers

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