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Rita D. Email & Phone Number

Equity Plan Consultant at Equity Plan Solutions, LLC
Location: San Francisco Bay Area, United States, United States 7 work roles
1 work email found @morganstanley.com LinkedIn matched
✓ Verified Jun 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@morganstanley.com
LinkedIn Profile matched
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Current company
Equity Plan Solutions, LLC
Role
Equity Plan Consultant
Location
San Francisco Bay Area, United States, United States
Company size
10 employees

Who is Rita D.? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Rita D. is listed as Equity Plan Consultant at Equity Plan Solutions, LLC, a company with 10 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Rita D..

Rita D. previously worked as Senior Stock Plan Administrator at Bpm Llp and IPO Project Specialist at Morgan Stanley.

Company email context

Email format at Equity Plan Solutions, LLC

This section adds company-level context without repeating Rita D.'s masked contact details.

*@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Rita D.. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Cost Basis, Private Equity, Software As A Service, Securities, and 9 others.

Current workplace

Rita D.'s current company

Company context helps verify the profile and gives searchers a useful next step.

Equity Plan Solutions, LLC
Equity Plan Solutions, Llc
Equity Plan Consultant
redwood city, california, united states
Website
equityplansolutions.net
Employees
10
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Company profile
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7 roles

Rita D. work experience

A career timeline built from the work history available for this profile.

Senior Stock Plan Administrator

Bpm Llp
Aug 2022 - Dec 2022

Ipo Project Specialist

Morgan Stanley

San Francisco Bay Area

Aug 2021 - Aug 2022

Client Success Manager

Morgan Stanley

San Francisco Bay Area

May 2019 - Jul 2021

Investment Operations Associate / Portfolio Administrator

Aspiriant

San Francisco Bay Area

Feb 2018 - Apr 2019
Team & coworkers

Colleagues at Equity Plan Solutions, LLC

Other employees you can reach at equityplansolutions.net. View company contacts for 10 employees →

EK Erin King, Cep, Cpa Erin King, Cep, Cpa Colleague at Equity Plan Solutions, LlcScottsdale, Arizona, United States, United States View → DH Denise Hooshiar Denise Hooshiar Colleague at Equity Plan Solutions, LlcSanta Clara, California, United States, United States View → ED Elizabeth Dodge, Cep Elizabeth Dodge, Cep Colleague at Equity Plan Solutions, LlcRedwood City, California, United States, United States View → SB Skyler Barnes Skyler Barnes Colleague at Equity Plan Solutions, LlcHerriman, Utah, United States, United States View → PS Patti Short Patti Short Colleague at Equity Plan Solutions, LlcPhiladelphia, Pennsylvania, United States, United States View → LT Lydia Terrill Lydia Terrill Colleague at Equity Plan Solutions, LlcSan Jose, California, United States, United States View → RD Ruth Doyle Ruth Doyle Colleague at Equity Plan Solutions, LlcAnsonia, Connecticut, United States, United States View → BT Bernice Toy Bernice Toy Colleague at Equity Plan Solutions, LlcSan Jose, California, United States, United States View → WG Will Galliher, Eca Will Galliher, Eca Colleague at Equity Plan Solutions, LlcGreater Chicago Area, United States View →
FAQ

Frequently asked questions about Rita D.

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

What company does Rita D. work for?

Rita D. works for Equity Plan Solutions, LLC.

What is Rita D.'s role at Equity Plan Solutions, LLC?

Rita D. is listed as Equity Plan Consultant at Equity Plan Solutions, LLC.

What is Rita D.'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Rita D. at Equity Plan Solutions, LLC.

Where is Rita D. based?

Rita D. is based in San Francisco Bay Area, United States, United States while working with Equity Plan Solutions, LLC.

What companies has Rita D. worked for?

Rita D. has worked for Equity Plan Solutions, Llc, Bpm Llp, Morgan Stanley, Aspiriant, and Eqis - Reinventing Wealth Management.

Who are Rita D.'s colleagues at Equity Plan Solutions, LLC?

Rita D.'s colleagues at Equity Plan Solutions, LLC include Erin King, Cep, Cpa, Denise Hooshiar, Elizabeth Dodge, Cep, Skyler Barnes, and Patti Short.

How can I contact Rita D.?

You can use AeroLeads to view verified contact signals for Rita D. at Equity Plan Solutions, LLC, including work email, phone, and LinkedIn data when available.

What skills is Rita D. known for?

Rita D. is listed with skills including Cost Basis, Private Equity, Software As A Service, Securities, Investments, Asset Management, Data Research, and Salesforce.Com.

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