Financial Planning Analyst
Current
Jul 2023 - Present
AeroLeads people directory · profile
Calandria E Davis Email & Phone Number
Financial Planning Analyst
at
Master Plan Investment Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Analyst
Location
Greater Philadelphia, United States, United States
Who is Calandria E Davis? Overview
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Quick answer
Calandria E Davis is listed as Financial Planning Analyst at Master Plan Investment Group, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for Calandria E Davis.
Calandria E Davis previously worked as Relationship Banker at Truist and Executive Resolution Specialist at Cenlar Fsb. Calandria E Davis holds Bachelor Of Arts - Ba from Rutgers University–New Brunswick.
Company email context
Email format at Master Plan Investment Group
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Master Plan Investment Group
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Profile bio
About Calandria E Davis
Calandria E Davis is a Financial Planning Support Analyst who provides organizational, technical, and investment research support to the firm. Her role is integral in the comprehensive financial planning, wealth management, and retirement plan consulting process. Calandria is also responsible for gathering client financial data, organizing, and maintaining financial documents in the financial planning software, as well as managing clients’ needs throughout the process. She brings with her over 10 years of experience in banking, lending, regulatory compliance, and finance as a client account coordinator for various professional service firms. Calandria is passionate about financial literacy, demonstrated by volunteering her time to educate friends and family on various foundations of personal finance. Outside of the office, she spends quality time with her daughter. She also enjoys hobbies such as creative writing, travel blogging, and DIY projects.
Current workplace
Calandria E Davis's current company
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3 roles
Calandria E Davis work experience
A career timeline built from the work history available for this profile.
Relationship Banker
Truist
Executive Resolution Specialist
This role involved escalation of homeowner’s complaints with various business units within the company. We ensured research was provided timely, in order to meet deliverable deadlines and initiated further escalation if necessary, to remain in compliance with regulatory timelines. Additionally, we managed escalation processes, which included oversight of.
Jun 2017 - Jan 2022
1 education record
Calandria E Davis education
FAQ
Frequently asked questions about Calandria E Davis
Quick answers generated from the profile data available on this page.
What company does Calandria E Davis work for?
Calandria E Davis works for Master Plan Investment Group.
What is Calandria E Davis's role at Master Plan Investment Group?
Calandria E Davis is listed as Financial Planning Analyst at Master Plan Investment Group.
Where is Calandria E Davis based?
Calandria E Davis is based in Greater Philadelphia, United States, United States while working with Master Plan Investment Group.
What companies has Calandria E Davis worked for?
Calandria E Davis has worked for Master Plan Investment Group, Truist, and Cenlar Fsb.
How can I contact Calandria E Davis?
You can use AeroLeads to view verified contact signals for Calandria E Davis at Master Plan Investment Group, including work email, phone, and LinkedIn data when available.
What schools did Calandria E Davis attend?
Calandria E Davis holds Bachelor Of Arts - Ba from Rutgers University–New Brunswick.
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