Cross Asset Solutions

Jeanne Lee

Director Structured Investment Sales Citi Cross Asset Solutions


Jeanne Lee is a Director of Citi Cross Asset Solutions in the Americas, a sub-division of Citigroup Capital Markets Inc. She is responsible for marketing Multi-Asset CitiFirst Structured Investments to Citi Personal Wealth Management (CPWM) clients in North America and Asia.

Jeanne advises CPWM financial advisors and their investor clients on how to use CitiFirst Structured Investments — a broad range of financial investments including notes, deposits, and funds — as part of their portfolios. She provides trade ideas, education, and after-sales support, and frequently holds seminars in California, the Central US, and New York City.

Jeanne brings over 15 years of industry experience to Citi’s financial advisors and retail investor clients. She began her financial services career in 1998 at Merrill Lynch, where she was on the Korean Equity Research Team covering telecommunications, steel, and retail sectors.

Having lived in six countries and traveled to over 30 nations, Jeanne is fluent in English and Korean, and conversational in French. She is often asked to share her international perspective and professional experience with undergraduate and graduate students as well as young talent in the financial services industry.

Jeanne holds a B.A. from Ewha Womans University (South Korea) and an M.B.A. from the University of Chicago’s Booth School of Business.

Feel free to check the background of this investment professional on FINRA’s BrokerCheck.


Get in touch with us

Citi Cross Asset Solutions for Financial Intermediaries

Americas (North America and Latin America)

Fabrice Hugon
Managing Director
Structured Investments
Head of Sales, NAM and LATAM

Citi Cross Asset Solutions
390 Greenwich St
New York,NY 10013


Europe, Middle East and Africa

Lorenzo Leccesi
Managing Director
Head of Sales, EMEA

Citi Cross Asset Solutions
33 Canada Square
London,UK,E14 5LB

Asia Pacific

Bernard Wai
Managing Director
Head of Sales, APAC

Citi Cross Asset Solutions
3 Garden Road
Central,Hong Kong