Mandi Davis Email & Phone Number
Private Wealth Manager @ Creative Planning
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Mandi Davis Location
- Atlanta, GA, US
Mandi Davis Work
- 2020 - now Private Wealth Manager @
- 2011 - now Wealth Advisor @
- 2008 - 2011 Operations Assistant @
- 2006 - 2007 Senior Business Analyst- Operations @
- 2005 - 2006 Financial Analyst - Logistics @
Mandi Davis Education
- The University of Georgia
Bachelor of Business Administration (Finance)
2001 - 2005
Mandi Davis Skills
- Portfolio Management
- Financial Advisory
- Investments
- Process Improvement
- Financial Analysis
- Retirement Planning
- Wealth Management
- Personal Financial Planning
- Employee Stock Option Strategies
- Personal Budgeting
Mandi Davis Summary
- Mandi Davis, based in Atlanta, GA, US, is currently a Private Wealth Manager at Creative Planning LLC. Mandi Davis brings experience from previous roles at TrueWealth Management, Windham Brannon Financial Group and The Home Depot. Mandi Davis holds a 2001 - 2005 Bachelor of Business Administration in Finance @ The University of Georgia. With a robust skill set that includes Portfolio Management, Financial Advisory, Investments, Process Improvement, Financial Analysis and more. Mandi Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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