
Maria Pittashi
Intern - Wealth Management

Connect with Maria Pittashi to Send Message
Connect
Connect with Maria Pittashi to Send Message
ConnectTimeline
About me
General Manager, PMP
Education

San Francisco State University
2003 - 2005Bachelor of Business Administration Corporate Finance
San Francisco State University
2000 - 2005Bachelor of Business Administration Financial Services
Experience

Merrill Lynch
Jan 2005 - Jan 2006Intern - Wealth ManagementAssisted Senior Wealth Management Team.Assisted with reviewing market conditions.Assisted in generated leads in order to establish new clients for the senior wealth management team.Administrative duties.Proficient in Excel, Word, Power Point, Thomson ONE.

Thomas Weisel Partners
Mar 2006 - Sept 2007EQUITY RESEARCH ASSISTANTSupported Equity Research AnalystsMaintained company specific financial models in ExcelContributed with the preparation of research reportsAssisted in developing and maintaining analyst marketing materialsCollected financial and industry specific dataAdministrative duties included travel, phone coverage and expense reportsExcellent organizational skills

Thomson Reuters
Nov 2007 - Jul 2011• Formulated valuable relationships with Institutional Clients all over East Mediterranean and North African countries.• Managed a virtual team of 6 people covering East Mediterranean and North Africa, responsible for desktop retention and sales growth across all Financial Asset classes. • Recruited, developed and managed performance of Client Specialist group.• Achieved our team target client retention rate of 95% consistently through close engagement with the Client to ensure a high level of customer satisfaction.• Built and maintained effective partnerships with key Management and functional groups to influence and facilitate representation of end user needs.• Conducted research meetings with Clients to gain information to build account plans and retention plans.• Excellent people engagement skills with the ability to lead a team. Show less • Strong understanding of Financial Markets, especially Forex and Money Markets (FX/MM).• Built and grew desktop sales by embedding Thomson Reuter’s products into the daily workflow of their end-users. • Maintained above 95% client retention target for the full 3 years in this role.• Supported Thomson Reuters FX/MM Clients based in Cyprus, Malta, Lebanon, Egypt and Jordan on the Company’s premium product, Eikon.• Built relationships and communities with end-users by understanding their roles in the Financial Markets, and fulfilling their business needs. • Provided value-added expertise (workflow solutions, guidance, and learning) to allow end-users to extract the most value from their Thomson Reuters desktop. Show less
CLIENT SPECIALIST TEAM LEADER, EMNA
Sept 2010 - Jul 2011SENIOR FX CLIENT TRAINING EXECUTIVE
Nov 2007 - Sept 2010

Alpari
Jul 2011 - Mar 2013FX Sales and Senior FX Market Analyst• Specialized in FX sales, attracted new potential clients to invest in the Foreign Exchange Markets.• Prepared and gave presentations at Alpari’s Forex seminars with an audience just under 100 potential clients. Covered topics such as “Introduction to Forex”, “Fundamental and Technical Analysis”, and “How the Financial Crisis Started and Affected the Economy as a Whole”.• Wrote daily reports for Alpari’s clientele summarizing the intraday market movements for the major currency pairs, as well as for Gold and Oil.• Wrote special reports focusing on specific topics, as well as Newspaper Articles on current market affairs.• Offered online webinars for Alpari’s clientele to help them learn about the financial markets. Show less

Refinitiv
Apr 2013 - Mar 2019Manager Customer Support ServicesI manage a customer support team of 12 people for Thomson Reuters’s premium product, Thomson Reuters Eikon. The team is responsible for covering the following region: Middle East, Africa, Greece, Cyprus and Turkey. • Establish strong Customer relationships with Institutional Clients. • Responsible for Client Retention. Handle and resolve escalation queries/complaints.• Produce Weekly, Monthly, Quarterly, and Annual Reports on the team’s productivity.• Recruit and train new team members, focused heavily on “Know Your Client” (KYC) program.• Organize financial markets and customer experience training for the team.• Assess staff performance, conduct mid-year and year-end reviews.• Provide coaching and guidance for team members on a weekly basis to improve their customer service skills, ensure they follow correct processes, and expand their market knowledge.• Involved in innovation projects to help improve our customer workflow. • Responsible for day to day running of the team (scheduling, monitor client queries, analysis of past performance). Show less

Thomson Reuters
Apr 2013 - Mar 2019Responsible for the Customer Support Team (12 people), while simultaneously appointed as the Senior Site Leader, and Director for the Nicosia Office. The office has a total of 85 employees of which I represent in any Thomson Reuters Management meetings.• Oversee and approve the maintenance of our office facilities.• Enforce office management procedures.• Organize some of our office activities together with our internal committees, such as our office events, recycling initiative, and some charity functions.• Communicate company policies and updates to all staff, and make sure that the Company’s Code of Conduct is followed.• Experience in managing difficult situations between staff members and Company stakeholders. Show less
Senior Site Representative
Jan 2016 - Mar 2019Customer Support Team Manager
Apr 2013 - Oct 2018

Antelope Systems
May 2019 - Apr 2022• Responsible for B2B Sales and client retention. • Established strong customer relationships and resolve escalation queries/complaints. • Served as the primary contact for the onboarding of new customers, the training of platform end users, and post go-live projects.• Collaborated with the research and development team to set up our software platform as per customers' requirements and assist them to troubleshoot technical issues raised by customers.• Provided insights to customers to ensure that they get the most out of the platform with the aim of helping grow our customer base.• Established and built long term partnerships with other companies to help setup collaboration agreements to compliment a further grow each companies client base. Show less
Chief Executive Officer
Jun 2020 - Apr 2022Customer Success Manager/ Business Development Manager
May 2019 - Jun 2020

PLUGIT
May 2022 - nowFinancial Technology Provider
General Manager
Jan 2023 - nowBusiness Strategy Manager
May 2022 - Aug 2023
Licenses & Certifications

CySEC Dealing on Own Account License
Cyprus Securities and Exchange Commission
CySEC Execution License
Cyprus Securities and Exchange Commission
CySEC Reception and Transmission License
Cyprus Securities and Exchange Commission
Project Management Professional (PMP)
Project Management InstituteJan 2019
Languages
- grGreek
- enEnglish
Recommendations

Stuart milne
Deputy Area Authority - Operations at BP Refinery, KwinanaShelley, Western Australia, Australia
Chris gwalchmai
Global Sales & Product Training Coordinator at NETZSCH Pump & SysytemsBangkok, Bangkok City, Thailand
Julian korošec
Senior Software Engineer bei Omninet Austria GmbHAustria
Bernadett mihály
GID Technical Leader at CEVA SANTE ANIMALEBudapest, Budapest, Hungary
Christy maria francis
Architect | Postgraduate student of Construction Management at Deakin UniversityKerala, India
Hussain aryan
Finance - Accountant Officer - Almarai KWTKuwait City, Al Asimah, Kuwait
Erica villamayor
Architectural Designer at Hastings+Chivetta ArchitectsHastings+Chivetta Architects
Sourav jaswal
Client Relationship Management : Team LeadChandigarh, Chandigarh, India
张晶
Bytedance - Product & Strategy ManagerPudong, Shanghai, China
Behnam biabani
Iran
Francisco ocampo
supervisor de produccionAntioquia, Colombia
Gursifat raj singh thukral
Human Capital Consultant, Deloitte | MDI Gurgaon | SGGSCC, DUDelhi, India
Letícia cardili
Tax Consultant at Cascione AdvogadosSão Paulo, Brazil
Damir hasan, pmp
Telecom Consultant / RF Network Manager / Project & Program Manager / Team Leader - 2G, 3G, & 4GIndonesia
David larkin
Software Engineer | Application Developer - RetiredGreater Scranton Area
Isabella russildi
Senior Director, Commercial Strategy at Afiniti | Ex-BCGSan Pedro Garza García, Nuevo León, Mexico
Lokesh p
Senior RPA Developer at Tesco Bengaluru || Automation Anywhere || UiPath || MS Power Automate || OCR...Bengaluru, Karnataka, India
Simon nguyen
Associate Manager of Engineers, Market Quality of Olympus OSTASan Francisco Bay Area
Guilherme lara rodrigues cea
1º Brasil Contrato de Metas Personnalite 2022 l Gerente Relacionamento Personnalité at Banco ItaúSão Paulo, São Paulo, Brasil
Nouf al suhaim , pmp®, rmp®, prosci®
Project Management |Change Management | Strategy | Information Technology |Riyadh, Saudi Arabia
...