Courtney Williams
Tax Team Lead at Axos® Clearing, A Subsidiary of Axos Financial- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
FINRA Series 7
FINRAMar, 2021- Nov, 2024 -
Mathematics Teacher
State of NebraskaJan, 2015- Nov, 2024
Experience
-
Axos® Clearing, A Subsidiary of Axos Financial
-
United States
-
Financial Services
-
1 - 100 Employee
-
Tax Team Lead
-
Sep 2021 - Present
-
-
-
VIPKid
-
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
-
-
-
TD Ameritrade
-
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
-
-
-
Omaha Public Schools
-
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
-
-