Mardochee D
Investment Advisor at Citi | New York, New York, United States
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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.
Investment Advisor at Citi in November 2016 to Present
Investment Analyst at Citi in July 2013 to November 2016
Investment Advisory Group Consultant at Citi in March 2013 to June 2013
Securities/Corporate Actions Associate at Ipreo in March 2011 to November 2012
Financial Services Consultant at Morgan Stanley in January 2010 to December 2010
Financial Services Consultant at Morgan Stanley in February 2009 to December 2009
Additional Experience at R.J. Asset Management, LLC in May 2006 to August 2008
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Binghamton University, Bachelor's degree
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Investment Advisers Act
Sales Management
Build Strong Relationships
Portfolio Management
Asset Management
Financial Advisory
Market Analysis
Finance
Financial Modeling
Corporate Finance
Financial Markets
Fixed Income
Financial Services
Hedge Funds
Private Equity
Investment Advisory
Real Estate
Equities
Equity Derivatives
Wealth Management
Investment Management
Emerging Markets
Commodity Markets
Derivatives
Account Management
Strategic Business Planning
Financial Analysis
Account Management
Risk Assessment
Resource Management
Market Analysis
Trend Forecasting
Project Management
Alternative Investments
Microsoft Office
Bloomberg
Comunication
Stakeholder Relationship
Hold Series 7
Series 66
Series 31
Effective communication and people skills
Indexes & Derivatives
Indexes & Derivatives
Negotiations & Closing
Economic Assessment
Quantitative Methods & Statistics
KPI Management
Financial Research
Profit Optimization
Documentation & Reporting
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Discover more about CitiWhat 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
Mardochee D Phone Numbers
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