Maria Pittashi

Maria Pittashi

Intern - Wealth Management

Followers of Maria Pittashi3000 followers
location of Maria PittashiCyprus

Connect with Maria Pittashi to Send Message

Connect

Connect with Maria Pittashi to Send Message

Connect
  • Timeline

  • About me

    General Manager, PMP

  • Education

    • San Francisco State University

      2003 - 2005
      Bachelor of Business Administration Corporate Finance
    • San Francisco State University

      2000 - 2005
      Bachelor of Business Administration Financial Services
  • Experience

    • Merrill Lynch

      Jan 2005 - Jan 2006
      Intern - Wealth Management

      Assisted 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 2007
      EQUITY RESEARCH ASSISTANT

      Supported 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 2011
      • SENIOR FX CLIENT TRAINING EXECUTIVE

        Nov 2007 - Sept 2010
    • Alpari

      Jul 2011 - Mar 2013
      FX 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 2019
      Manager Customer Support Services

      I 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 2019

      Responsible 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 2019
      • Customer 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 2022
      • Customer Success Manager/ Business Development Manager

        May 2019 - Jun 2020
    • PLUGIT

      May 2022 - now

      Financial Technology Provider

      • General Manager

        Jan 2023 - now
      • Business 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 Institute
      Jan 2019