Emily Marquardt

Senior Client Relations Associate | Endowments & Foundations

Role
Senior Client Relations Associate at Brown Advisory
Location
Boston, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Emily Marquardt

I am a business analysis and data analytics professional with several years of work experience and an MBA, along with a BA degree (Summa Cum Laude). While earning my degrees, I had the opportunity to gain valuable knowledge in a broad range of business, financial, and analytics concepts/practices. Within my work experience to date, I have strengthened my ability to manage information and projects, collaborate with fellow team members, and interact with various customers and community members. In addition, I am a positive and enthusiastic individual who is willing to adapt to an organization’s changing requirements and needs. I work well in groups and independently, maintain the highest level of professional ethics, and maintain excellent workflow planning and prioritization.CERTIFICATIONS & TRAINING: Microsoft Excel Specialist HubSpot Sales Software Certified Training in Salesforce, Tableau, Google Analytics, Microsoft Clarity, and PowerBIMBA PROJECTS: Investment Analysis – Completed a semester-long, team-based portfolio management project ($100K), including bonds, equities, risk definition and measurement, and others. Financial Strategy – Acted as a consulting team to conduct an in-depth analysis of a company’s current financial situation and the 10-year forecast of 2 separate projects (semester-long project). Digital Marketing & Analytics – Conceived a digital marketing strategy for the company Pandora based on an assessment of the overall brand/product/company strategic plan. Emerging Technologies & Analytics – Worked on a virtual reality project with a team of 4 covering multiple aspects of a game-changing technology (VR) that will emerge over the next 5-10 years. Operations Management & Process Strategies – Completed a month-long, team-based project that involved running a simulation of a factory and instituting changes for key elements. Leading & Managing People – Analyzed a real-life free speech issue at Google, included a proposed solution strategy, mitigation techniques, and a 5-year recommendation for a sustainable solution.

Experience

  1. Senior Client Relations Associate

    Brown Advisory

    Dec 2024 — Present · Boston, MA, US

Education

  • University of Auckland

    International Business , International Business

  • The Burren College of Art

    International Study Experience, Ecology & Fine Art

    2019 — 2019

  • Loyola University Maryland

    Master's degree, Business Administration and Management

    2021 — 2022

  • Loyola University Maryland

    Global Studies, Globalization and the Sustainable Environment

    2017 — 2020

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Emily Marquardt — Senior Client Relations Associate at Brown Advisory in Boston, MA, US | Unifers