Joel Defelice
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Joel Defelice Email & Phone Number

Senior Manager, Competitive and Market Analytics at Columbia Threadneedle Investments, US
Location: Greater Boston, United States, United States 7 work roles 3 schools
1 work email found @columbiathreadneedle.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Columbia Threadneedle Investments, US
Role
Senior Manager, Competitive and Market Analytics
Location
Greater Boston, United States, United States
Company size
2448 employees

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Joel Defelice is listed as Senior Manager, Competitive and Market Analytics at Columbia Threadneedle Investments, US, a company with 2448 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at columbiathreadneedle.com and a matched LinkedIn profile for Joel Defelice.

Joel Defelice previously worked as Manager, Competitive and Market Analytics at Columbia Threadneedle Investments, Us and Regional Sales Director at Columbia Threadneedle Investments, Us. Joel Defelice holds Certificate, Data Analysis from Providence College.

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{first}.{last}@columbiathreadneedle.com
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Profile bio

About Joel Defelice

Innovation, design, and doodles ... with data. Financial services professional, focused on sales strategy and competitive intelligence for the broker-dealer and independent advisor channels within retail fund distribution. I break down complex things and have fun generating wins by uncovering new insights.

Listed skills include Auditing, Microsoft Office, Financial Modeling, Microsoft Word, and 13 others.

Current workplace

Joel Defelice's current company

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Columbia Threadneedle Investments, US
Columbia Threadneedle Investments, Us
Senior Manager, Competitive and Market Analytics
Boston, MA, US
Website
columbiathreadneedle.com
Employees
2448
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7 roles

Joel Defelice work experience

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Manager, Competitive And Market Analytics

Columbia Threadneedle Investments, Us

I transform complex data into actionable sales insight for leadership and wholesalers, driving sales growth through better decision-making, before the point of sale. Data used: product & performance, consortium/local market share, internal sales & activity (CRM), and geographic (GIS) data sets. Presently, I consult internally with wholesalers and various.

Jul 2018 - Feb 2024

Financial Advisor Associate Program

Morgan Stanley
Dec 2015 - Jul 2016
Team & coworkers

Colleagues at Columbia Threadneedle Investments, US

Other employees you can reach at columbiathreadneedle.com. View company contacts for 2448 employees →

BT Bo Tang, Cfa Bo Tang, Cfa Colleague at Columbia Threadneedle Investments, UsLos Angeles, California, United States, United States View → CI Cassie Izon Cassie Izon Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States, United States View → TB Tom Bloomer, Cfp®, Caia Tom Bloomer, Cfp®, Caia Colleague at Columbia Threadneedle Investments, UsWashington DC-Baltimore Area, United States View → MP Matthew Przybysz Matthew Przybysz Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States, United States View → DK Denise Keegan Denise Keegan Colleague at Columbia Threadneedle Investments, UsBoston, Massachusetts, United States, United States View → KW Kevin Wasp Kevin Wasp Colleague at Columbia Threadneedle Investments, UsPort Washington, New York, United States, United States View → KC Kimberley C Paris Kimberley C Paris Colleague at Columbia Threadneedle Investments, UsNew York, New York, United States, United States View → MS Marci Steinberg Marci Steinberg Colleague at Columbia Threadneedle Investments, UsSharon, Massachusetts, United States, United States View → DP Darren Powell, Cfa Darren Powell, Cfa Colleague at Columbia Threadneedle Investments, UsLexington, Massachusetts, United States, United States View → DG Donna Guglielmi Donna Guglielmi Colleague at Columbia Threadneedle Investments, UsProvidence, Rhode Island, United States, United States View →
3 education records

Joel Defelice education

FAQ

Frequently asked questions about Joel Defelice

Quick answers generated from the profile data available on this page.

What company does Joel Defelice work for?

Joel Defelice works for Columbia Threadneedle Investments, US.

What is Joel Defelice's role at Columbia Threadneedle Investments, US?

Joel Defelice is listed as Senior Manager, Competitive and Market Analytics at Columbia Threadneedle Investments, US.

What is Joel Defelice's email address?

AeroLeads has found 1 work email signal at @columbiathreadneedle.com for Joel Defelice at Columbia Threadneedle Investments, US.

Where is Joel Defelice based?

Joel Defelice is based in Greater Boston, United States, United States while working with Columbia Threadneedle Investments, US.

What companies has Joel Defelice worked for?

Joel Defelice has worked for Columbia Threadneedle Investments, Us, Morgan Stanley, Berkeley Research Group Llc, and Gilbane Building Company.

Who are Joel Defelice's colleagues at Columbia Threadneedle Investments, US?

Joel Defelice's colleagues at Columbia Threadneedle Investments, US include Bo Tang, Cfa, Cassie Izon, Tom Bloomer, Cfp®, Caia, Matthew Przybysz, and Denise Keegan.

How can I contact Joel Defelice?

You can use AeroLeads to view verified contact signals for Joel Defelice at Columbia Threadneedle Investments, US, including work email, phone, and LinkedIn data when available.

What schools did Joel Defelice attend?

Joel Defelice holds Certificate, Data Analysis from Providence College.

What skills is Joel Defelice known for?

Joel Defelice is listed with skills including Auditing, Microsoft Office, Financial Modeling, Microsoft Word, Financial Reporting, Forecasting, Powerpoint, and Research.

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