Steve Costa Email & Phone Number
Managing Director @ IntraFi
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Steve Costa Location
- Boston, MA, US
Steve Costa Work
- 2026 -now Managing Director @
- 2013 -2026 Vice President and Sr. Relationship Manager @
- 2013 -2016 Commercial and Residential Real Estate Analyst @
- 2012 -2013 Asset Manager @
- 2004 -2011 Account Manager @
- 2000 -2002 Assistant Vice President and Relationship Manager @
- 1999 -2000 Assistant Vice President and Assistant Relationship and Operations Manager @
- 1997 -1998 Account Administrator, Senior Associate @
Steve Costa Education
- ABA Stonier Graduate School of Banking - American Bankers Association, University of Pennsylvania
Certificate (Banking and Financial Support Services)
2019-2020 - New England School for Financial Studies - Massachusetts Bankers Assocation, Babson College
Certificate (Banking)
2017-2018 - Suffolk University
MBA (Business)
1995-2000 - Northeastern University
BS (Varsity Football)
1989-1994 - Association for Investment Management & Research (AIMR)
Chartered Financial Analyst (CFA) Progam (Finance & Investments)
- Beverly High School
- Financial Industry Regulatory Authority (FINRA)
(Finance & Investments)
Steve Costa Skills
- CFA I (complete)
- Series 6 (Expired)
- Series 7 (Expired)
- Sereis 63 (Expired)
- Portfolio Management
- Investments
- Management
- CRM
- Analysis
- Negotiation
- Forecasting
- Credit
- Accounting
- Financial Reporting
- New Business Development
- Loans
- Equities
- Fixed Income
- Tenant
- Asset Management
- Information Security
- Public Speaking
- Cfa I Complete
- Business Development
- Strategy
- Series 6 Expired
- Investment Properties
- Collateral
- MBA
- Cfa Level Ii Candidate
- Project Management
- Research
- Series 7 Expired
- Sereis 63 Expired
- Series 6
- Series 7
- Sereis 63
Steve Costa Summary
- Steve Costa, based in Boston, MA, US, is currently a Managing Director at IntraFi. Steve Costa brings experience from previous roles at Federal Home Loan Bank of Boston, Boston Capital and Cummings Properties, LLC. Steve Costa holds a 2019 - 2020 Certificate in Banking and Financial Support Services @ ABA Stonier Graduate School of Banking - American Bankers Association, University of Pennsylvania . With a robust skill set that includes CFA I (complete), Series 6 (Expired), Series 7 (Expired), Sereis 63 (Expired), Portfolio Management and more. Steve Costa has 1 emails and 1 mobile phone numbers on RocketReach.
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Top IntraFi Employees
David Cox
Chief Financial Officer
New York, NY, US
Randy Hopper
Chief Information Officer
Arlington, VA, US
Peter King
Managing Director - National Accounts
New York, NY, US
Mark Jacobsen
President and CEO
Arlington, VA, US
Simon Storm
Senior Vice President Of Application Development
Washington, DC, US
Michael O'Brien
Managing Director, New England
Arlington, VA, US
Wynn Laffey
Managing Director
Washington, DC, US
Mary Wilhite
Chief Product Officer
Washington, DC, US
Tim Groth
Vice President, Business Intelligence
Arlington, VA, US
William Bergin
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Rob Blackwell
Chief Content Officer and Head of External Affairs
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Brendan Carry
Managing Director - National Accounts
Washington, DC, US
Anand Awasthi
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Washington, DC, US
Andreea Schwartz
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Washington, DC, US
Erich Buckenmaier
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Max Damm
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Thomas Frick
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