Director Of Equity Compensation Planning
Current
Feb 2024 - Present
AeroLeads people directory · profile
Greg Evans Email & Phone Number
Equity Compensation Planning Director CFP®, CEP
at
RWA Wealth Partners
2 work emails found
@fidelity.com
1 phone found area 603
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Equity Compensation Planning Director CFP®, CEP
Location
Bedford, New Hampshire, United States
Who is Greg Evans? Overview
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Quick answer
Greg Evans is listed as Equity Compensation Planning Director CFP®, CEP at RWA Wealth Partners, based in Bedford, New Hampshire, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 603, and a matched LinkedIn profile for Greg Evans.
Greg Evans previously worked as Director of Equity Compensation Planning at Rwa Wealth Partners and Director/Executive Services Officer, Stock Plan Executive Services at Fidelity Investments. Greg Evans holds Ba, Economics from Uc Santa Barbara.
Company email context
Email format at RWA Wealth Partners
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{first}.{last}@fidelity.com
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AeroLeads found 2 current-domain work email signals for Greg Evans. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Equity Compensation, Wealth Management, Strategic Financial Planning, Stock Options, and 21 others.
Current workplace
Greg Evans's current company
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4 roles
Greg Evans work experience
A career timeline built from the work history available for this profile.
Director/Executive Services Officer, Stock Plan Executive Services
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.
Nov 2005 - Nov 2023
Relationship Officer, Portfolio Advisory Services
Aug 1999 - Nov 2005
Executive Offices
Oct 1995 - Aug 1999
4 education records
Greg Evans education
Ba, Economics
Associate'S Degree, Business Administration, Management And Operations
Chemical Engineering
Education record
Bedford Highschool
FAQ
Frequently asked questions about Greg Evans
Quick answers generated from the profile data available on this page.
What company does Greg Evans work for?
Greg Evans works for RWA Wealth Partners.
What is Greg Evans's role at RWA Wealth Partners?
Greg Evans is listed as Equity Compensation Planning Director CFP®, CEP at RWA Wealth Partners.
What is Greg Evans's email address?
AeroLeads has found 2 work email signals at @fidelity.com for Greg Evans at RWA Wealth Partners.
What is Greg Evans's phone number?
AeroLeads has found 1 phone signal(s) with area code 603 for Greg Evans at RWA Wealth Partners.
Where is Greg Evans based?
Greg Evans is based in Bedford, New Hampshire, United States while working with RWA Wealth Partners.
What companies has Greg Evans worked for?
Greg Evans has worked for Rwa Wealth Partners and Fidelity Investments.
How can I contact Greg Evans?
You can use AeroLeads to view verified contact signals for Greg Evans at RWA Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Greg Evans attend?
Greg Evans holds Ba, Economics from Uc Santa Barbara.
What skills is Greg Evans known for?
Greg Evans is listed with skills including Equity Compensation, Wealth Management, Strategic Financial Planning, Stock Options, Asset Allocation, Asset Managment, Investments, and Portfolio Management.
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