With over 25 years of experience in the sector, Joanna worked for Citibank International Plc. from 1990 to 2012 in various positions of authority in the Distribution Management.
From 1998 to 2003 she was a Branch Manager (N.Erythrea & Maroussi Branch). In 2004 she undertook the position of Citigold Team Manager in the Southern suburbs of Athens and South Greece, managing a team of 20 Relationship Managers responsible for the Wealth Management of High Networth Individuals (Personal Banking).
From 2008 to 2012, as a Vice President of the Bank, Joanna held the position of Distribution Area Manager, being responsible for 12 upscale Branches in the Northern Suburbs of Athens.
During her 22 years with the Bank, she also worked and/or led various projects (Relationship Managers’ training, Staff retention, Staff compensation and bonus schemes, Customer Experience etc).
She left Citi in 2012, in order to co-found SAFE Ltd, an Independent Wealth Management Advisors company, which operated successfully as an associated representative of Piraeus Securities S.A.
In 2015, the owners of SAFE Ltd., Joanna Analyti and Efthymios Sourtzis, proceeded to found SAFE ADVISORS INVESTMENT SERVICES S.A., a privately owned Company, which is managed by its 2 shareholders/owners, a company completely Independent of any Banking or Financial Institution, which is regulated by the Hellenic Capital Markets Commission (HCMC), operating under strict internal and external audit controls that assure of the highest level of security.
SAFE ADVISORS has been already operating successfully for over 5 years, specializing in Independent Advisory Investment Services for high net worth individuals and in the holistic approach regarding the provision of full and complete advisory services which cover the whole aspect of the financial needs of its clientele.
Joanna has a Law Degree from the University of Athens. She is certified in the Provision of Investment Advice (Certification B) by The Bank Of Greece.
SAFE ADVISORS Investment Services S.A.
Registered Office: 7, Granikou str. 151 25 Maroussi, Athens, Greece
Tel: +30 210 6109528 Fax:+30 210 6199648
Supervisory Authority: Hellenic Capital Markets Commission
HCMC License No: 7/711/14-05-2015
TIN: 997182453
Greek General Commerical Registry No: 135237960000
All Rights Reserved | Safe Advisors Investment Services S.A.