Investment Solutions Representative
CurrentI help clients realize their personal version of financial success and freedom by identifying needs and offering customized investment solutions.
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@ibm.com
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Joan Costa is listed as Financial planning and guidance for both existing and new clients. at Fidelity Investments, a with 52767 employees, based in Smithfield, Rhode Island, United States. AeroLeads shows a work email signal at ibm.com and a matched LinkedIn profile for Joan Costa.
Joan Costa previously worked as Investment Solutions Representative at Fidelity Investments and Customer Relationship Advocate at Fidelity Investments. Joan Costa holds Bachelor'S Degree, Marketing from Bryant University.
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Financial planning and guidance for existing and new clients. Licenses acquired: SIE (Securities Industry Essentials), Series 7, Series 66Expertise in marketing and business development for innovative organizations. Strength in implementing vision around company brand, value, growth, culture, customer recruitment, and retention. Recognized as effective leader with ability to assess business requirements and needs prioritized on client satisfaction. Competencies in marketing campaigns with documented results achieving joint sales and profits. Demonstrated history of retaining clients, expanding customer base, generating and influencing new partnerships, go to market channel campaigns and ensuring product penetration to achieve revenue metrics. Skills and Expertise:Business Development | Communications | Partnership BuildingCreative Strategist | Go-to-Market Execution
Listed skills include Saas, Enterprise Software, Solution Selling, Leadership, and 10 others.
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I help clients realize their personal version of financial success and freedom by identifying needs and offering customized investment solutions.
Assisted clients with a broad range of needs and guided them to appropriate resources while making them feel more confident to make clearer decisions to strengthen their financial well-being.
Providence, Rhode Island Area
Managed territory of 130 Independent Software Vendors (ISVs), Systems Integrators (SIs), Cloud Service Providers (CSPs), and Managed Service Providers (MSPs) in Canada to achieve revenue and high client satisfaction goals.• Served as trusted resource and business consultant to both C-level executives and technical contacts, understanding requirements and matching their unique needs to IBM offerings with the goal of joint revenue.• Achieved revenue growth with partners via their adoption of the latest IBM technology platforms, enhancing current offering or creating new, innovative, industry-leading offering with a focus on cloud computing, analytics, mobile, security (infosec), and social products.• Researched, targeted, and pursued new business by understanding the products of IBM competitors and knowing how best to position company offerings related to needs of partners.• Managed, directed, and delivered territory results by providing timely, accurate forecasts via Salesforce and executing key initiatives in achieving high levels of satisfaction with IBM stakeholders and partners. • Produced more than $14M in revenue, generating consistent annual territory growth of at least 16 percent.
Providence, Rhode Island Area
Shared leadership for cloud Center of Excellence. Worked with worldwide team guiding IBM strategy, achieved metrics, represented attainment status, and outlined issues and potential solutions to management.• Coordinated marketing and incentives including direct mail campaigns, collaborative promotions, and digital marketing strategy, ensuring consistencies with joint strategic priorities while managing budget.• Identified areas in need of process improvement and worked with management to collectively adjust or eliminate requirements; created ease of use for partners. • Recruited enterprise partners for OEM licensing agreements and strategic alliance program, including technical enablement, development of marketing tactics, and established joint revenue targets, resulting in contracted agreements where partners embedded IBM software into solutions on multiple cloud platforms such as IBM Cloud and Amazon Web Services (AWS).• Worked with worldwide cloud team developing sales tactics, drove new opportunities and achieved North American growth metrics, including wins, number of enterprise software-as-a-service (SaaS) partners and value added resellers (VARs), revenue, and new channel partner applications.
Providence, Ri
Guided large, industry-leading partners; increased partner satisfaction by 18 percent. Industries included healthcare, finance, insurance, manufacturing, education, utilities, etc. • Exceeded revenue targets each quarter; maintained territory growth of 15 to 30 percent year-to-year.• Solution areas included ERP, SCM, CRM, CPG, ECM and BPM offerings in a B2B environment.
Providence, Rhode Island, United States
East Providence, Ri
Responsible for all marketing and promotional activities. Coordinated efforts with the sales department to create and execute revenue producing events for advertisers. Managed promotions staff.
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Chase Wagner
Colleague at Fidelity InvestmentsGreater Boston, United States
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Madison Severy
Colleague at Fidelity InvestmentsBow, New Hampshire, United States
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Frank Caldwell
Colleague at Fidelity InvestmentsChapel Hill, North Carolina, United States
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Geetanjali Sharma
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States
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Vince Belgera
Colleague at Fidelity InvestmentsKnightdale, North Carolina, United States
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Mary Anne Neuhaus
Colleague at Fidelity InvestmentsFort Mitchell, Kentucky, United States
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Renjith Nair
Colleague at Fidelity InvestmentsAlbany, New York Metropolitan Area, United States
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Corey Winton
Colleague at Fidelity InvestmentsHolly Springs, North Carolina, United States
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Yogesh P
Colleague at Fidelity InvestmentsUnited States
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Ashish Madhav
Colleague at Fidelity InvestmentsRoanoke, Texas, United States
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Quick answers generated from the profile data available on this page.
Joan Costa works for Fidelity Investments.
Joan Costa is listed as Financial planning and guidance for both existing and new clients. at Fidelity Investments.
AeroLeads has found 1 work email signal at @ibm.com for Joan Costa at Fidelity Investments.
Joan Costa is based in Smithfield, Rhode Island, United States while working with Fidelity Investments.
Joan Costa has worked for Fidelity Investments, Ibm, and 92 Pro-Fm.
Joan Costa's colleagues at Fidelity Investments include Chase Wagner, Madison Severy, Frank Caldwell, Geetanjali Sharma, and Vince Belgera.
You can use AeroLeads to view verified contact signals for Joan Costa at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Joan Costa holds Bachelor'S Degree, Marketing from Bryant University.
Joan Costa is listed with skills including Saas, Enterprise Software, Solution Selling, Leadership, Strategic Partnerships, Program Management, Cloud Computing, and Business Development.
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