Mandi Davis Email & Phone Number
Private Wealth Manager @ Creative Planning
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Mandi Davis Location
- Atlanta, GA, US
Mandi Davis Work
- Private Wealth Manager @ (October 2020 - Present)
- Wealth Advisor @ (May 2011 - Present)
- Operations Assistant @ (January 2008 - May 2011)
- Senior Business Analyst- Operations @ (September 2006 - October 2007)
- Financial Analyst - Logistics @ (June 2005 - September 2006)
Mandi Davis Education
- The University of Georgia
Bachelor of Business Administration (Finance)
2001-2005
Mandi Davis Skills
- Employee Stock Option Strategies
- Financial Advisory
- Financial Analysis
- Investments
- Personal Budgeting
- Personal Financial Planning
- Portfolio Management
- Process Improvement
- Retirement Planning
- Wealth Management
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 Employee Stock Option Strategies, Financial Advisory, Financial Analysis, Investments, Personal Budgeting and more. Mandi Davis has 3 emails and 2 mobile phone numbers on RocketReach.
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