Courtney Williams has over 25 years of experience in the financial services industry. Courtney began their career as a Client Service Specialist with American Express Financial Advisors in 2002. In 2004, they joined Ameriprise Financial Services as a Business Development Manager. Courtney left Ameriprise in 2008 to join Capitol Financial Partners as a Client Relationship Manager.
In 2009, Ms. Williams founded their own company, Data Conversion Services, Ltd. Courtney served as President and Owner of the company for five years. In 2014, they joined hCentive as Director of Strategic Alliances. Courtney remained with hCentive until 2016 when they were promoted to Director of Relationship Management.
Ms. Williams currently serves as Director, Carrier Relations at Vericred.
Courtney Williams has a B.S. from Virginia Polytechnic Institute and State University - Pamplin College of Business. Courtney also has certification from the Institute for Integrative Nutrition in Integrative Nutrition Health Coach and from the National Association of Health Underwriters in Benefits Technology Certification. Additionally, they are a Licensed Health & Life Insurance Agent from the Bureau of Insurance, Commonwealth of VA, State Corporation Commission.
Some of their coworkers include Todd Mitchell - Director, Carrier Relations, David Gonzalez - Director, Carrier Growth. Their manager is Matthew Leonard, VP, Carrier Development.
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