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Emma Burdon

Emma Burdon

Senior Client Service Associate & Project Manager

Accounting / Finance

Charlotte, Mecklenburg

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About Emma Burdon:

As a dedicated and passionate professional based in Charlotte, NC, I am well-prepared to embrace new challenges and promote emerging cultural trends while bolstering brand awareness through effective marketing strategies and competitive analysis. ​My expertise lies in maintaining cross-functional collaboration, nurturing client relationships, and implementing efficient communication strategies. With a background in educational and client service roles, I have honed my skills in productive work environment management and client relationship development, ensuring the delivery of exceptional service and operational support.

My experience as a Client Services Associate at Colony Family Offices has equipped me with strong leadership, problem-solving, and management skills. I have also leveraged my positive behavior management approach as a History Teacher at Ardrey Kell High School, contributing to individual growth through innovative lesson plans and assessments. With advanced knowledge in CRM systems and data organization, I have played a key role in ensuring uninterrupted operational workflows and developing staff training programs, highlighting my commitment to fostering a performance-centric environment and driving business growth.

Experience

As a dedicated and passionate professional based in Charlotte, NC, I am well-prepared to embrace new challenges and promote emerging cultural trends while bolstering brand awareness through effective marketing strategies and competitive analysis. ​My expertise lies in maintaining cross-functional collaboration, nurturing client relationships, and implementing efficient communication strategies. With a background in educational and client service roles, I have honed my skills in productive work environment management and client relationship development, ensuring the delivery of exceptional service and operational support.

My experience as a Client Services Associate at Colony Family Offices has equipped me with strong leadership, problem-solving, and management skills. I have also leveraged my positive behavior management approach as a History Teacher at Ardrey Kell High School, contributing to individual growth through innovative lesson plans and assessments. With advanced knowledge in CRM systems and data organization, I have played a key role in ensuring uninterrupted operational workflows and developing staff training programs, highlighting my commitment to fostering a performance-centric environment and driving business growth.

Education

Bachelors of Science in History Education, Appalachian State University, 2021

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