Courtney Williams

Tax Team Lead at Axos® Clearing, A Subsidiary of Axos Financial
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • FINRA Series 7
    FINRA
    Mar, 2021
    - Nov, 2024
  • Mathematics Teacher
    State of Nebraska
    Jan, 2015
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Team Lead
      • Sep 2021 - Present

    • United States
    • E-Learning Providers
    • 700 & Above Employee
    • English Second Language Teacher
      • Sep 2019 - Sep 2021

      • Taught English as a second language to students in China. • Followed lesson plans and evaluated student progress • Created learning tools to teach effectively through online learning • Taught English as a second language to students in China. • Followed lesson plans and evaluated student progress • Created learning tools to teach effectively through online learning

    • United States
    • Financial Services
    • 700 & Above Employee
    • Tax and Retirement Specialist
      • Jan 2019 - Sep 2021

      • Performed Quality Evaluations for team members • Collaborated with other Quality Evaluators to keep processing guidelines up to date • Developed procedures for multiple team processes • Helped evaluate current procedures for accuracy and updates • Asses work of peers for training and quality purposes • Coached peers for various tasks • Trained other team members on multiple processes • Lead team problem solving sessions • Designed weekly quizzes to help improve team knowledge and retention of information • Re-designed system for training team members • Created various resources for team use • Prioritized daily work along with additional unforeseen tasks

    • Education Administration Programs
    • 700 & Above Employee
    • Mathematics Teacher
      • Aug 2015 - Dec 2018

      • Planned 100 minute lessons with frequent transitions each day • Developed handouts, daily worksheets, quizzes, and tests aligned with state standards • Collaborated with other math teachers to create new curriculum • Researched new ways to teach different math concepts • Prioritized time to efficiently accomplish goals • Planned 100 minute lessons with frequent transitions each day • Developed handouts, daily worksheets, quizzes, and tests aligned with state standards • Collaborated with other math teachers to create new curriculum • Researched new ways to teach different math concepts • Prioritized time to efficiently accomplish goals

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