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@smartasset.com
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4 phones found area 401, 617, and 518
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LinkedIn matched
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David Costa is listed as Director of Business Development | Equilar ExecAtlas | Fidelity Investments Alum at Equilar, based in New York, United States. AeroLeads shows a work email signal at smartasset.com, phone signal with area code 401, 617, 518, and a matched LinkedIn profile for David Costa.
David Costa previously worked as Director, Business Development - ExecAtlas at Equilar and Senior Account Executive - Enterprise Sales at Smartasset. David Costa holds Certificate, Fintech Bootcamp from Columbia University.
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AeroLeads found 1 current-domain work email signal for David Costa. Compare company email patterns before reaching out.
Sales professional with extensive experience in financial services. Proven technical and leadership aptitude driving revenue and cultivating strong relations with corporate executives and industry leaders across the financial industry. An effective communicator with experience presenting, managing a territory and closing with a track record of exceeding goals. Motivated by working in a collaborative team environment and growing revenue for great organizations.
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Redwood City, Ca, Us
ExecAtlas empowers dealmakers, business development professionals and sales teams with cutting-edge relationship intelligence. Tackle the crucial “last mile” challenge, equipping your team with the right information at the right time to win deals. Bridge the gap between data and actionable insights, putting relationships at the center of every deal.
New York, Ny, Us
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept. 2021) through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions.-Built and managed new partnerships with large advisory organizations and broker/dealers by conducting independent research, making outbound calls and email cadences, and earning introductions to influential decision makers. -Provided in-depth information on the SmartAdvisor Growth Platform, stayed abreast of industry marketing trends, and collaborated with the Enterprise Account Management team to manage and grow partnerships.
Boston, Ma, Us
Fidelity Institutional Asset Management is a premier provider of financial solutions designed to enhance and maximize the investment performance of its customers through active and passively managed fixed income, equity, and asset allocation services. - Developed and enhanced key regional and national enterprise accounts. Established and built strong working relationships with managers, c-level executives, and support professionals. - Consistently exceeded sales quota and all activity-driven metrics while bringing in over $5B in assets over 5 years. Recognized by senior management for excellent sales leadership and outstanding customer satisfaction.- Successfully implemented and managed a team of inside sales and sales assistant for the region.
Boston, Ma, Us
- Promoted the sales of Fidelity investment solutions through regional accounts and financial advisors. - Implemented strategy for market development, territory expansion, and sales operation growth. - Consistently exceeded quota and recognized by peers and clients for exemplifying excellent sales leadership and outstanding customer satisfaction.
Boston, Ma, Us
- Managed the relationships of clients involved in Institutional 401K Retirement Plans and Registered Investment Advisors, representing over $2.5B in asset value. - Organized client appointments, conducted technology, and process improvement presentations.- Worked alongside Sales and Relationship Management teams to qualify leads and helped close larger deals.
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David Costa works for Equilar.
David Costa is listed as Director of Business Development | Equilar ExecAtlas | Fidelity Investments Alum at Equilar.
AeroLeads has found 1 work email signal at @smartasset.com for David Costa at Equilar.
AeroLeads has found 4 phone signal(s) with area code 401, 617, 518 for David Costa at Equilar.
David Costa is based in New York, United States while working with Equilar.
David Costa has worked for Equilar, Smartasset, and Fidelity Investments.
You can use AeroLeads to view verified contact signals for David Costa at Equilar, including work email, phone, and LinkedIn data when available.
David Costa holds Certificate, Fintech Bootcamp from Columbia University.
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