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William Montgomery has worked in the finance and accounting field since 1992. In 1993, they worked as Manager/Controller for Stringham Lumber Company, where they were responsible for merchandising, developing marketing strategies, requisitioning and working within an advertising budget, implementing advertisement programs, laying out fliers and advertisements, coordinating cooperative advertising funds, evaluating and reporting the progress of marketing efforts. William also managed store personnel, purchased and managed inventory, set pricing strategy, analyzed sales, prepared financial reporting, and acted as controller for all accounting and bookkeeping functions. In 1996, they worked as an Accountant for Associates Capital Bank, where they were responsible for bank reconciliation and client settlement. From 1997 to 2020, they worked for Citi, where they held various roles such as Finance Manager/Sr. Financial Analyst, Financial Controller, Senior Manager, Partnership Accounting, and Vice President, Oil Card Accounting. In 2020, they began their current role as Chief Financial Officer and VP Finance/BI for LifeSeasons.

William Montgomery obtained their MBA in Business Administration / eBusiness from the University of Phoenix between 2002 and 2004. William also earned a B.S. in Psychology from Brigham Young University between 1988 and 1992.