About Sales Xcel PTC

With over 35 years of experience in consultative sales, I've built a career defined by consistent high performance, client-focused solutions, and industry recognition.

I've served leading institutions - Federated Investors, SunTrust/Truist and PNC - to deliver strategic financial services tailored to clients' organizational needs. The process is same and repeatable; it's worked across products and geographic markets.

Very simply, I approach relationships emphasizing client objectives / priorities, building trust and crafting customized solutions that meet client needs. Presentations are delivered with the right deal team who deliver well-rehearsed and strategically planned content. Closing and deal management techniques are then leveraged to get the win.

As the financial services industry has evolved, I've been able to adapt with agility—embracing innovation, leveraging technology, and maintaining focus on delivering value to clients I've served. I stay current on the technical requirements that speak to the solutions I represent.

Now I seek the opportunity to serve all industries to advise on how to develop and lead a successful consultative sales process. Consultative selling is exceptionally effective for businesses that supply customized solutions such as technology, manufacturing, professional services and real estate.

I live in Peachtree Corners, GA (PTC) with my wife Jackie, 2 sons and 3 rescue dogs. Our family gives time and support to several local and national causes such as Scouting America, Band Boosters and Animal Welfare and Rescue.

I look forward to meeting you and learning how I can help!

I was originally a skeptical prospective client of Mark when he approached me about some financial services he felt would help my company. Step-by-step, over a period of weeks, Mark converted me into a long-term customer via his knowledge, forthrightness and professional persistence. Now, having watched Mark at work for many years, I realize that what seemed to be intermittent outreach and casual information sharing was part of a well-organized, thoughtful sales process”

John Markson

President

www.cannaesolution.com

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Mark K. Davis

Founder and Lead Advisor