Oscar W. Sanz
Director – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs.

Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Oscar W. Sanz

While we serve our investors with local expertise, we are unique in that we are truly global, serving thousands of high-net worth clients in Latin America, Asia, and Europe. With 20 years of experience at Citi, 12 of which as a Financial Advisor and added competency in capital markets, I strive to make a difference in the financial lives of my clients, by understanding their priorities and providing easy access to Citi resources, benefits, rewards and services.

One way I help clients is by connecting them with other Citi professionals who can assist with a range of needs — including access to a robust global open architecture platform, access to multilingual professionals, remote account opening convenience, financial insights and resources, customized portfolios and in-person meetings.

Prior to Citi, I worked at EY, MasterCard, Colgate Palmolive and Kimberly Clark.

I have an MBA from Thunderbird, Arizona State University’s Graduate School of Global Management. Besides English, I am fluent in Spanish and know basic Portuguese.

In my leisure, I enjoy soccer, tennis, going to the gym and music.

I live with my wife Jennifer and two young children, Oscar Thomas and Georgia Hilda in Miami.