Client Relationship Officer

Anita joined OAC in October 2024 as a Client Relationship Officer. From 2019 to 2024 she was a Senior Client Advisor at Octogone NA and Clairmont Advisors in Miami. She previously worked for over 30 years at Citibank, finishing her career there as a senior advisor to ultra high net worth clients from Latin America.

As a Director and Private Banker at Citi Private Bank in Miami, she coordinated with the investment team to provide her clients access to the wide range of Citi’s products and services, such as investment management, derivatives, structured notes, trust services, lending, foreign exchange, and alternative investments. 

Anita holds the FINRA Series 66 (Investment Advisor Representative) license and also held the FINRA Series 7 license while performing brokerage activities at Citi. Anita began her career in Argentina, joining in Citi’s Mar del Plata office in 1983. She moved to New York in 1990 to work in the Citi International Personal Banking division and then transitioned to Citi Private Bank where she worked with the head of the unit as a Client Service Officer. She relocated to Miami in 1997, later becoming a Private Banker in 1998.  

Anita studied biology at the Universidad Nacional de Mar Del Plata, receiving an MS degree. She subsequently studied finance at Florida International University’s Chapman Graduate School of Business, receiving an MS degree.