Rita D.

Rita D. Email and Phone Number

Equity Plan Consultant @ Equity Plan Solutions, LLC
redwood city, california, united states
Rita D.'s Location
San Francisco Bay Area, United States
Rita D.'s Contact Details

Rita D. work email

Rita D. personal email

n/a
About Rita D.

Rita D. is a Equity Plan Consultant at Equity Plan Solutions, LLC. She possess expertise in cost basis, private equity, software as a service, securities, investments and 8 more skills.

Rita D.'s Current Company Details
Equity Plan Solutions, LLC

Equity Plan Solutions, Llc

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Equity Plan Consultant
redwood city, california, united states
Website:
equityplansolutions.net
Employees:
10
Rita D. Work Experience Details
  • Equity Plan Solutions, Llc
    Equity Plan Consultant
    Equity Plan Solutions, Llc Jan 2023 - Present
    View
  • Bpm Llp
    Senior Stock Plan Administrator
    Bpm Llp Aug 2022 - Dec 2022
    View
  • Morgan Stanley
    Ipo Project Specialist
    Morgan Stanley Aug 2021 - Aug 2022
    San Francisco Bay Area
    View
  • Morgan Stanley
    Client Success Manager
    Morgan Stanley May 2019 - Jul 2021
    San Francisco Bay Area
    View
  • Aspiriant
    Investment Operations Associate / Portfolio Administrator
    Aspiriant Feb 2018 - Apr 2019
    San Francisco Bay Area
    View
  • Eqis - Reinventing Wealth Management
    Portfolio Administrator
    Eqis - Reinventing Wealth Management Apr 2015 - Feb 2018
    View
  • Eqis - Reinventing Wealth Management
    Client Service Representative
    Eqis - Reinventing Wealth Management Jun 2014 - Apr 2015
    San Francisco Bay Area
    View

Rita D. Skills

Cost Basis Private Equity Software As A Service Securities Investments Asset Management Data Research Salesforce.com Customer Relationship Management Financial Analysis Financial Services Wealth Management Equity Research

Frequently Asked Questions about Rita D.

What company does Rita D. work for?

Rita D. works for Equity Plan Solutions, Llc

What is Rita D.'s role at the current company?

Rita D.'s current role is Equity Plan Consultant.

What is Rita D.'s email address?

Rita D.'s email address is ri****@****ley.com

What skills is Rita D. known for?

Rita D. has skills like Cost Basis, Private Equity, Software As A Service, Securities, Investments, Asset Management, Data Research, Salesforce.com, Customer Relationship Management, Financial Analysis, Financial Services, Wealth Management.

Who are Rita D.'s colleagues?

Rita D.'s colleagues are Denise Hooshiar, Bernice Toy, Ruth Doyle, Will Galliher, Eca, Patti Short, Skyler Barnes, Erin King, Cep, Cpa.

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