Michael Davis
Carlinville
Summary
Experienced Financial Professional with over a decade of success in the financial services, insurance, property management, and banking industries. Licensed in Life and Health Insurance with active FINRA Series 6 and 63 registrations. Proven ability to develop and retain long-term client relationships through personalized planning, integrity, and service excellence. Adept at driving business growth, leading teams, and delivering tailored financial solutions to help individuals and families reach their goals. Relocating to the Dallas, Texas area in early 2026 and seeking to join a respected financial organization focused on client-first service and professional development.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Professional
PRUDENTIAL FINANCIAL/DOWLAND FINANCIAL SERVICES
01.2025 - Current
- Represent Prudential through Dowland Financial Services, offering tailored financial guidance and insurance solutions.
- Assist clients in achieving long-term financial security through strategic product recommendations and personalized service.
Agent
NEW YORK LIFE INSURANCE COMPANY
12.2023 - 07.2025
- Provided comprehensive financial and insurance solutions to meet clients’ individual goals.
- Built and managed a personal book of business through networking, referrals, and community outreach.
- Completed New York Life’s extensive training curriculum and achieved production goals.
- Developed and executed marketing plans to grow community banking and financial relationships.
Owner/Operator
RIDGELAND RENOVATIONS, LLC
09.2021 - 12.2023
- Project manager of day-to-day operations of the business for general renovations which included contracts, budgeting, and client relations. Ensured projects were completed on time, within scope, and to client specifications.
- Established contracts with new and existing residential and corporate clients.
- Managed personnel operations including hiring, payroll, and scheduling.
Owner/Operator
MIRACLE METHOD SURFACE REFINISHING
01.2020 - 09.2021
- Directed daily business operations for kitchen and bath surface refinishing services.
- Adapted business model and pricing strategies to align with market and economic conditions.
Loan Department
CNB BANK & TRUST, N.A.
12.2013 - 12.2019
- Supported both Trust and Loan departments, ensuring compliance and client satisfaction.
- Established and managed a company-wide secret shopper program; presented results to leadership and board members.
- Expanded customer relationships and developed community engagement strategies.
Trust Department
CNB BANK & TRUST, N.A.
02.2011 - 12.2013
Marketing Intern
CNB BANK & TRUST, N.A.
05.2010 - 08.2010
DSD Sales Representative/Merchandiser
KRAFT FOODS
01.2007 - 01.2009
- Managed product sales, merchandising, and territory inventory for Kraft Foods accounts.
- Presented and negotiated with store management to expand product placement and visibility.
- Assisted in launching a new Kraft/Walmart shelving contract rollout in Springfield, IL, completing the project ahead of schedule.
Education
B.S. - Corporate Communications/Sales Management
SOUTHEAST MISSOURI STATE UNIVERSITY
Cape Girardeau, MO12.2010
High School Diploma - undefined
CARLINVILLE HIGH SCHOOL
Carlinville, IL01.2006
Skills
- Customer relationship development
- Comprehensive financial strategies
- Sales and marketing integration
- Integrated project and operations oversight
- Oversight of property assets
- Risk assessment and management
- Clear and concise communication
- Secure reporting practices
- Profit maximization
Certification
- Life & Health Insurance License – State of Illinois (Active)
- FINRA Series 6 – Investment Company and Variable Contracts Products Representative (Active)
- FINRA Series 63 – Uniform Securities Agent State Law License (Active)
- FINRA Securities Industry Essentials (SIE) – Complete
Timeline
Financial Professional
PRUDENTIAL FINANCIAL/DOWLAND FINANCIAL SERVICES
01.2025 - Current
Agent
NEW YORK LIFE INSURANCE COMPANY
12.2023 - 07.2025
Owner/Operator
RIDGELAND RENOVATIONS, LLC
09.2021 - 12.2023
Owner/Operator
MIRACLE METHOD SURFACE REFINISHING
01.2020 - 09.2021
Loan Department
CNB BANK & TRUST, N.A.
12.2013 - 12.2019
Trust Department
CNB BANK & TRUST, N.A.
02.2011 - 12.2013
Marketing Intern
CNB BANK & TRUST, N.A.
05.2010 - 08.2010
DSD Sales Representative/Merchandiser
KRAFT FOODS
01.2007 - 01.2009
High School Diploma - undefined
CARLINVILLE HIGH SCHOOL
B.S. - Corporate Communications/Sales Management
SOUTHEAST MISSOURI STATE UNIVERSITY