Jillian Roche
Student-Athlete at Colby College Majoring in Economics and Minoring in Italian Studies
- Role
- Intern at Nedder & Associates Llc
- Location
- Darien, CT, US
- LinkedIn followers
- 500 followers
Experience
Intern
May 2025 — Present · Norwalk, CT, US
Assisted trustees and financial advisors in reviewing financial statements and preparing client materialsPrepared and summarized wealth management investment strategy for trustees to determine investment approach and diversification goals given market volatility and conditionsCollaborated with a team to establish a year-end system to manage client holdings and presented it to colleagues firm-wideShadowed attorneys to gain exposure to real estate, probate law, and fiduciary duties in trust administrationAttended court proceedings, including felony criminal trial
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