Greg Evans

Greg Evans Email and Phone Number

Equity Compensation Planning Director CFP®, CEP @ RWA Wealth Partners
Greg Evans's Location
Bedford, New Hampshire, United States, United States
Greg Evans's Contact Details

Greg Evans personal email

n/a

Greg Evans phone numbers

About Greg Evans

I have decades of equity compensation planning experience that I apply for clients of RWA Wealth Partners. Advisors collaborate with me to help clients understand their equity compensation and make the most of their awards. My role is to develop thoughtful strategies aligned with clients’ long-term plans to support their personal and financial success.

Greg Evans's Current Company Details
RWA Wealth Partners

Rwa Wealth Partners

View
Equity Compensation Planning Director CFP®, CEP
Greg Evans Work Experience Details
  • Rwa Wealth Partners
    Director Of Equity Compensation Planning
    Rwa Wealth Partners Feb 2024 - Present
    Newton, Massachusetts, United States
    View
  • Fidelity Investments
    Director/Executive Services Officer, Stock Plan Executive Services
    Fidelity Investments Nov 2005 - Nov 2023
    Provide counsel to Sr. Corporate Executives on optimizing equity compensation benefits, incorporating the benefits into long term investment strategies. Focus on education, developing option exercise strategies, leveraging benefits of 10b5-1 trading plans, structuring and executing large block trades, designing and implementing diversification and comprehensive wealth management solutions.
    View
  • Fidelity Investments
    Relationship Officer, Portfolio Advisory Services
    Fidelity Investments Aug 1999 - Nov 2005
    Boston, Massachusetts, United States
    View
  • Fidelity Investments
    Executive Offices
    Fidelity Investments Oct 1995 - Aug 1999
    View

Greg Evans Skills

Equity Compensation Wealth Management Strategic Financial Planning Stock Options Asset Allocation Asset Managment Investments Portfolio Management Estate Planning Employee Stock Options Stock Appreciation Rights Restricted Stock Awards Equities Mutual Funds Retirement Planning Retirement Series 7 Series 63 Securities Relationship Management Written And Oral Presentation Skills Trading Strategies Deferred Compensation Problem Solving Asset Management

Greg Evans Education Details

Frequently Asked Questions about Greg Evans

What company does Greg Evans work for?

Greg Evans works for Rwa Wealth Partners

What is Greg Evans's role at the current company?

Greg Evans's current role is Equity Compensation Planning Director CFP®, CEP.

What is Greg Evans's email address?

Greg Evans's email address is gr****@****ity.com

What is Greg Evans's direct phone number?

Greg Evans's direct phone number is +160379*****

What schools did Greg Evans attend?

Greg Evans attended Uc Santa Barbara, Middlesex Community College, University Of Massachusetts Lowell, Bedford Highschool.

What skills is Greg Evans known for?

Greg Evans has skills like Equity Compensation, Wealth Management, Strategic Financial Planning, Stock Options, Asset Allocation, Asset Managment, Investments, Portfolio Management, Estate Planning, Employee Stock Options, Stock Appreciation Rights, Restricted Stock Awards.

Not the Greg Evans you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.