William C. Davis
Montgomery,IL
Summary
Senior sales and consulting executive with 30+ years of experience in tax resolution, financial planning, and high-value consultative sales. Proven top producer, ranking 6th company-wide in first year with $636,704 in gross sales despite no prior industry experience. Trusted advisor delivering measurable financial outcomes and long-term client solutions.
Overview
2025
2025
years of professional experience
Work History
Tax Analyst
Anderson Bradshaw Tax Consultants
- 01.2025
- 6th highest earner company-wide in first year; generated $636,704 in gross sales
- Consulted clients on IRS and state tax resolution, saving thousands to hundreds of thousands of dollars
- Led client engagement from consultation through close; transitioned cases to resolution teams
Senior Sales & Consulting Roles
Infinity Massage Chairs, Human Touch, Acculevel, The Ramirez Group
01.2020 - 01.2024
- Set company sales records across multiple U.S. markets
- Sold complex, high-ticket solutions via live demonstrations and consultative presentations
- Reviewed architectural drawings and pricing models for foundation and structural repair bids
Financial Planner (Fiduciary)
Transamerica Financial Services
01.1995 - 01.2016
- Delivered comprehensive financial planning and advisory services
- Presented investment, insurance, and debt solutions from multiple providers
- Conducted market analysis, client seminars, and long-term relationship management
- Collaborated with clients to identify needs, enhancing overall customer satisfaction and retention.
- Mentored planners nationwide by teaching how to build invetment portfolios.
Sales Manager / Marketing Coordinator
The Producers International
01.1992 - 01.1995
- Top Sales Representative and Sales Manager; increased revenue annually
- Led sales and marketing initiatives for a Discovery Channel spin-off
- Managed projects with NASA, the Washington Board of Trade, and Chambers of Commerce
- Increased sales revenue by developing and implementing effective sales strategies.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
Infantry Squad Leader
United States Army
01.1984 - 01.1988
- Served in the 3rd Infantry Regiment (Army Honor Guard / Presidential Escort)Supervised and led squad of 13 soldiers, setting high standard of efficiency, loyalty, and integrity.
- Maintained a high level of discipline and professionalism in the squad, leading by example at all times.
- Coordinated operations with the U.S. Secret Service
- Earned Expert Infantryman Badge
- Held a Top-Secret Security Clearance
Education
Bachelor of Science - History & Political Science
Southern Illinois University @ Carbondale
Carbondale, IL 05.1992
Skills
- Consultative Sales
- Tax Resolution
- High-Dollar Closings
- Financial Planning
- Client Advocacy
- Strategic Negotiation
- Executive Presentations
- Market Analysis
- Architectural Drawings
- Conflict Resolution
Timeline
Senior Sales & Consulting Roles
Infinity Massage Chairs, Human Touch, Acculevel, The Ramirez Group
01.2020 - 01.2024
Financial Planner (Fiduciary)
Transamerica Financial Services
01.1995 - 01.2016
Sales Manager / Marketing Coordinator
The Producers International
01.1992 - 01.1995
Infantry Squad Leader
United States Army
01.1984 - 01.1988
Tax Analyst
Anderson Bradshaw Tax Consultants
- 01.2025
Bachelor of Science - History & Political Science
Southern Illinois University @ Carbondale